"...the continued rise of mobile computing, emerging markets, competing platforms, lawsuits/patents, possible major paradigm shifts (commoditization of basic mobile platforms/hardware), the continued challenge of innovating.
An extraordinary situation."
true - even a blind mouse should be able to take advantage of this situation..
and elop, balmer and micro-nokia should be able to do better than the three blind mice :)
as you say, the short term ripples are irrelevant
even though i think the stock will do well till this year end, this is a 1-2 year stock play (at a minimum) with plenty of rewards to offer
good hearing from you, keep on sharing your insights - also would love to hear from you what other plays you are into nowadays - if you can share - kind of running out of ideas nowadays ;)
Clclleve, Finally out of that day job and back on the board. I am not saying there will be a run up before earnings. I am simply saying don't be stupid enough to fall for that. Could go down too. Invest on the facts not theories. Granted we all have to make assumptions, but do it based on an understanding of the company, the competition and yes the general maco environment. As for Maco analysis, it is important to rely on others who spend all day just doing that piece of the puzzle.
I think nokia is undervalued, but faces headwinds that could keep in where it is over the next 6 to 12 months. Mostly, I want to understand their cash management and see a turn in earnings. I want to know they have another couple years to fight this battle. I think they make great products, but that does not mean the are managing the business well.
For someone who cites time constraints for limiting research, you seem to have a lot of time to post on the Nokia board.
Constructive suggestion - posting is not a good use of your time. Read posts for information, post when you can make a contribution.
I track a lot of investments, but I enjoy following Nokia as it's in a dynamic industry, at a particularly dynamic time - the continued rise of mobile computing, emerging markets, competing platforms, lawsuits/patents, possible major paradigm shifts (commoditization of basic mobile platforms/hardware), the continued challenge of innovating.
An extraordinary situation.
Not to belabor the point, but in my humble opinion concerns about the run up into earnings misses the forest for the trees.