Could not have said it better! Succinct enough for even the most dense to follow and understand!
Firstly, its Procter and Gamble, not Gambol. Second, It was Gates who helped make Windows ubiquitous, not Ballmer. Third, like it or not Windows indeed rested on their "laurels" for much of the last decade while Google/Apple/Samsung came from behind and got a heads up on the mobile platform. Ballmer was at the helm of MS during this period of decline.
Darwinism is at work in all aspects of life....evolve with the times or go extinct. MS needs to evolve, or risk becoming extinct, or at even worse irrelevant.
If I was smart/knowledegable enough to come up with a complete stratergy I would not be wasting my time on this board. But nonetheless, here are a few things to have considered:
1. Stop with this freaking exclusivity with AT&T. I don't feel AT&T has given Nokia the platform in their stores that was seemingly promised. We all know Nokia has quality hardware; then, why not let any and all carriers make it available to the consumers. It would allow for better and more uniform marketing.
2. Stop putting out a million different models - I understand that they want to hit every "price point", but the sheer number of models they are putting out in the US alone is a bit ridiculous...The 525, 620, ,710, 808, 820, 822, 900, 920, 925, 928, and now the 1020. This is just within the last couple of years vs. Apple who has so far since inception (2007) of the iphone only put out 6 models!!
3. Consider other OS. If they adopt Android, I think a lot more consumers would consider it over Samsung/etc. In my own experience Samsung phones have been poorer quality than Nokia/Apple.
4. Get into the tablet market
5. Optimize the production chain. Keep up with market demand, instead of being "out of stock" all the freaking time.
Yes, o' wise one. I apologize for any inconvenience it may have caused you. Please put me on ignore so you don't have to suffer such outrageousness in the future. Again, my sincere apologies.
We will see in a month. I am long nokia myself. I think he has done a lot of much needed restructuring, but now we need a new perspective at the top. Much like Citigroup where pandit was replaced with Corbat.
The train is leaving. The lumia1020 may not be the most perfect phone in the market, but it tells me that Nokia is ready to compete with the current giants. Until now it felt they were playing catch up, but now I get a very clear signal that Nokia has a handle on this smart phone 'thingy'. They are in their element now, not copying anyone like the Asian competitors (I.e. Samsung/Htc). Consumers tend to copy and follow predictable market trends, and I am willing to bet that they will pile on to this product. Some for the amazing camera features, others for the exclusivity, while even others will go for it merely because its new and popular. All in all, the intro today was done better than previous marketing for now the older lumia phones.
Nokia = a young hot voluptuous and precocious sexy woma
Microsoft= an old hairy wrinkled #$%$ old man(who happens to be a billionaire)
I am hoping that the old fart ends up marrying the hottie and sign over his entire fortune to her (aka. Nokia longs).
I will expect some selling tomorrow, but I think this company is on its way up; I can see this thing getting to a market cap of 10 billion in a few years time. Starting to sell in cans - this will cut down on costs and increase its consumption; may likely increase exports to Europe/Australia/NZ. On top of that....no debt; great brand name; a loyal following; a passionate CEO; potential aquisition target. A PE of 30+ is well justified at this stage in this company's history.
Sentiment: Strong Buy
I think u need to check yo' self. Nokia split multiple times in the 1990s. Since its last split its high has been much higher than $63.
Check yo self , before you wreck yo self.
Sentiment: Strong Buy
Why is this pe considered high for this profitable small cap with consistent growth. Investors are paying same multiple for Starbucks, which is a much more mature company. Not to mention that this company also stands to be a takeover target!!
Sentiment: Strong Buy
Based on current trend, I would say simething north of 6 bucks. Maintaining a similar multiple......you do the math. We are talking about a stock price north of 150...
Yeah!!! That's really awful!!!!! Wish they had beat expectations on both the eps and revenue...They suck!!!!!!!! Sell sell sell sell.
Also, those depletion figures are awful too!!!!!!