if that's what they use graphene for, imo they are wasting the time and money
cuz depending on who throws the phone in the water, the graphene oxide may only have very few milliseconds to switch..
like if herrrera or posey decide to throw their gf-phone off golden gate, starting with an initial velocity v0=100miles/hour... not sure graphene will do much for it.. ;)
joking aside.. i mean.. c'mon nokia... try something else, this one with using graphene to save the phone from drowning doesn't hold much water..
any doubts about that ?
imo the fair val is around 12-15bn but they started the negotiation in a rather silly way by talking about the here book value..
who cares about that besides the buyers? :)
the negotiation should start with "here (is) the book value" and/vs "here (is) the business value"
imo aapl should NOT be discounted yet
they are not a very vocal company, like to keep the cards close to their (hairy ? - i doubt it !! :) chest
but i would still not be surprised to see aapl have a 12th hour revelation of what a key piece of technology HERE can be for them..
anything between 10-20 billion aapl could pay for HERE, would be worth and recovered in the first few years of operations
"The Chinese government has started a strategic initiative to build electric cars on the mainland. As many as 40 models will go on sale in China this year, triple the number available two years ago, Bloomberg Intelligence estimates."
Now you know why Tesla sold very few cars in China
and more than that - Why Tesla will NEVER sell any more cars in China, E V E R..
Btw longs, enjoy the "Musk and Battery" show this afternoon
After all you are paying for it with your own cash..
it's not "crazy", it's "stooopid"
also, imo you are making a big assumption about the "lot of money" part..
the 2Bn bone was thrown in there to get the big dogs barking bids
all of them realize here is worth 10x more than that and if they get it at 10-15bn it's still a huge bargain
i have a lot of faith in suri so far, but if he sells here for less than 12bn i'd say he has no clue
apple guys are smart shoppers (cheap) and keep their (credit) card in the inside pocket, so nobody can see whtf is going on in their pockets
that's why they haven't bought tomtom cuz they realize is not worth
and imo they are afraid to jump into an open bid for here, as they will have to show their cards (and that they really need some fing good maps..)
but apple makes a huge mistake by not buying here, as here can be a key strategic card in apples suite:
- no more map issues
- can bargain with google cuz they have the upper hand on maps now
- can get it in the car, watch, phone, headphones ;)
- can show where are all those "things" located at all time..
huge value to be unlocked by here inside apple..
as about msft.. they may simply be temporarily out of cash? or have to deal with bigger issues?
we'll find out wazzup with msft in a couple of days also
fb has a lot to get out of here and zberg pays well if he sees the synergy..
it's getting exciting again in nok-land in a calm and heart-warming, finlandia style way..
and let fb have their own ecosystem, not have to depend on google maps..
considering the other purchases fb made, here has hard core value - acreative from day one - it is worth 12-15Bn minimum
i'm surprised though how apple and msft are so blind to the bsns value here has to offer
or maybe they are lurking in the shadows?
we'll find out soon..
duh.. those guys are cluelesss
anybody who has some clue is reading "tech analysts" only for entertainment purposes (to play "catch the bs")
HERE is in a great position to spark a competitive bid @jomike
all the potential bidder we are aware of, badly need good quality maps
and HERE has the best d@m' maps in spades
i am fairly confident the bidders will realize this "once in a decade" opportunity
- apple - maps will help them expand in areas they never could play because of the (let's say sh!tty maps they have now)
and compete with google
and sue google for patent infringement on maps
and get the maps in their cars
and have the iphones the best maps on the planet (with offline mode also)
and work in beacon mode too (as nokia is part of the indoor navigation group)
and buy technology that was worth 8billion 10 years ago.. it should be double at this time (inflation/valuation/etc)
bing will be more google-y
the phones will stand some chance to compete in the mobile space
they will own an essential piece of IP
it's their last chance to make windows phone relevant. once this train is out of station.. good luck catching it
can negotiate with the deal to get a more lenient treatment for the ip talks to come soon
can get a shot in the arm to their dwindling phone sales
can acquire an esential piece of ip and sue apple, google and everybody who ever sued them, just to make a point that they are not only about stealing ideas.. ;)
will get them an edge against apple
- many chinese phone companies (mi, others)
will get a great quality map that they are lacking now
will get them an edge against apple
will get them a chance to be relevant in the market space
so.. gentlemen.. let the games begin..
few months back were talking here about apple being the ideal buyer for nok maps
still believe apple and nok maps are a match made in heaven
possible nok launched the "accepting bids" to spark a bidding battle between microsoft, samsung and apple ?
because if samsung buys nok maps samsung may get preferred treatment for the ip negotiation later ? (and have a great competitive solution for their mobile platforms)
same for msft - they can get a good maping solution and with bing have a chance to compete against gogle..
finally, same for apple - won't depend on google maps neither for the phones, nor for future devices (cars, thermostats, watches, etc)
all of that is worth a lot more than the few billions mentioned in the article..
it's gonna get really exciting in our neck of woods..
the reason i was talking about china is because when pandora gets back to around 15 it can become interesting for baba and others like it
i am using "when" not "if" for pandora getting back to 15 because i believe with this macro econ it will have to reach 15 before doing other stunts..
u can not sell power plants day in and day out.
they got the power plant sale announcement today for a reason - did you ask yourself what would that be ?
how about they are trying to pump the pps just because they know it's gonna drop during the conf call ?
maybe they just need naive "investors" to buy and prop the stock so it doesn't crater again in the 20s ?
imo it's both A and B
but as you see from the pps slide, somebody knows something..
"apple the pandora buyer" sounds much better imo
1 - it will provide almost 100mil users to apple itunes/radio over night
2 - apple can integrate their itunes in pandora for a quick monetization play on pandora user base
3 - pandora is (still) cheap
4 - pandora may be willing to sell now, but that won't be the case if a counter offer is received from baba (who already got the rights for bmg music in china..)
5 - pandora price is peanuts for apple, they can make the money back in the first year off the huge pandora user base
i thought u just did that a while back, didn't u ?
don't remember the details cuz i didn't pay attention, but i seem to recall u claiming 80% consistent profits..
good luck with that.. just keep at it and in 15 years will be the next warren buff..