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Nokia Corporation Message Board

clcellve 251 posts  |  Last Activity: 15 hours ago Member since: Jul 28, 2012
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  • clcellve clcellve 15 hours ago Flag

    Patents? Rumor was that was the holdup. Future patent income is the only way Nokia will even begin to make up for what they invested in HERE over the years. I think Nokia now has a roadmap for making some money from HERE patents. It could amount to some decent money if the ball bounces Nokia's way once or twice in the course of the litigation.

  • clcellve clcellve 15 hours ago Flag

    Cyberooze - you're equating the governments efforts to save lives to Google's using our personal information for corporate profit? Really?

    One can debate NSA access - on one hand, as Franklin said, if you sacrifice freedom for security, you get neither. On the other hand, as Supreme Court Justice Jackson said (endorsing views expressed by Lincoln during the perilous times in the Civil War) - "The Constitution is not a suicide pact". In other words, there is nothing in the Constitution that should prevent us from protecting ourselves.

    Food for thoughtful debate. Not the case with Google - use personal information for corporate profit. That's just wrong.

  • clcellve clcellve 23 hours ago Flag

    If you can figure out how Google can "give away" search and mail and maps and Android, then you can figure out how MSFT can give away Windows 10. Note that in new PC's, MSFT charges for W10.

    Nokia was not a waste - MSFT overpaid, but MSFT needed Nokia, and MSFT will continue to make phones, and market share in phones will increase. iPhones are way overpriced, and Android is not "free" - Android phones will owe patent fees to Nokia, MSFT., and others, whereas the Windows OS for phones is in fact free to manufacturers.

    The biggest factor holding Windows phones back in the US is backdoor deals between Apple, Samsung/Android with telecoms to promote those phones. MSFT would not pay (or at least not pay enough) to play. Rumor is Verizon may not carry/offer the next new phones from MSFT. Verizon will say that's due to low volume, but it's likely because MSFT won't pay Verizon what Verizon wants. Windows phones are doing OK overseas, and global share of Windows phones will increase in time. That is inevitable.

    As far as listing MSFT "Pros" for you, you don't pay me enough to do that for you.

    If you're confused, as you say you are in your post, then I suggest you buy an S&P 500 ETF and leave investing to those who are not so confused, and who are willing to do their own research.

  • clcellve clcellve Jul 31, 2015 3:11 PM Flag

    Yeah, they'll want to run to Google, where not only Google see everything you do (email, locations, searches, documents), but they make it soooo easy for hackers to also see everything you do.....

  • Reply to

    Wall Street learning SISU-thing

    by petterknows Jul 30, 2015 6:48 AM
    clcellve clcellve Jul 30, 2015 9:32 AM Flag

    Chutzpah has an element of brazenness or audacity. Sisu is more determination, courage.

  • clcellve clcellve Jul 29, 2015 1:15 PM Flag

    As PC users get into W10 - some sooner, some later, but eventually most - Windows phones will look increasingly attractive - same user interface, all your stuff readily available - W10 on your laptop, and/or on your tablet, and on your phone. At this point, for the average consumer/user, there's very little meaningful difference between what you get from iOS, Android, and Windows phone OS, so why not use the same interface?

    I know people who have a Windows laptop, an iPad, and an Android phone. That makes no sense. Windows offers a lot of convenience. The number of Windows phone users will grow - maybe slowly (or maybe not so slowly), but inevitably.

    New "flagship" Windows phones this fall, and a rumored Intel-based phone in early 2016. That could be an interesting phone, esp if it includes new Micron/Intel memory integrated with the Intel chip. Samsung won't be selling an Intel fueled phone - Samsung will use Samsung chips, and neither (probably) will Apple - they'll use Apple designed chips.

    The coning year will be interesting for Intel phones, and Windows phones..

  • clcellve clcellve Jul 29, 2015 12:59 AM Flag

    It would not surprise me if 3D XPoint used in Knights Landing was coming off the line now, with all of the initial production going to the NSA and a lesser extent, Homeland Security. If you want a customer that's going to keep quiet, that would be them. After the line warms up and production ramps, then you'll hear of more sales to private enterprise - Facebook, Google, Microsoft.

  • Reply to

    Let me remind the longs here

    by cheetah_two Jul 28, 2015 10:13 PM
    clcellve clcellve Jul 28, 2015 11:00 PM Flag

    Yes! You get it! As you say, "only one day" - just think how much more Micron's share price will increase in the coming days and weeks and months. 9% in only one day, with many more days to come!

    I do hope someone buys Micron. On the other hand, I'll still make a lot of money even if there is no buyer.

    1000% faster, 10x denser, very stable - think that might be worth something to someone? Like everyone who makes a device with memory, which is like every device?

    As you say, only one day - but with many more to come!

  • Will there be a webcast introducing W10? I looked at MSFT investor relations website and saw nothing, and I checked some other avenues - no info.

    I would think they're doing a webcast. If so, they're not making it easy to find....

    If anyone has any info on where I can view the announcement, I'd be grateful for some help finding it.

    TIA -

  • clcellve clcellve Jul 27, 2015 11:05 PM Flag

    If you want to know market size, and cost to consumer, do your own research. I suggest you research value to consumer, rather than cost. Value is the ratio of cost to performance.

    Re bank accounts - I can understand your lack of interest in the size of my bank account. Presumably you have a much keener interest in the size of yours.

    Re other benefits of Skylake, here's one - improved video - 3D RealSense - makes for much better security on your device.

  • clcellve clcellve Jul 27, 2015 9:18 AM Flag

    You get much more than those two features with Skylake and W10. However, if those two features is all you think Skylake offers customers, then you should invest your money accordingly.

    I believe Skylake, with W10, offers much more, and I invest accordingly. We'll see who ends up with the larger bank account....

  • clcellve clcellve Jul 27, 2015 9:15 AM Flag

    Yes. There is a global market at stake - it is in their mutual interest to collaborate - to get it right. One would think senior leaders in both companies know this and will drive quick and efficient conflict resolution on technical issues between the two companies. Both companies "missed" mobile, and they both want into that huge, growing, global market, and mutually beneficial collaboration between them is the best way for both to get there..

  • Reply to

    Seattle Sunday Times article today on WIN 10

    by kg2931 Jul 26, 2015 11:26 PM
    clcellve clcellve Jul 27, 2015 9:08 AM Flag

    Re games - there are games, and there are games. Many who play games are among the most demanding of new technology. I don't have numbers at my fingertips, but it's a pretty good sized market segment. I will guess there are more demanding gamers than multi-screen day-traders.

  • Reply to

    China ready to overthrow smartphone hierarchy

    by wallisweaver Jul 26, 2015 3:39 PM
    clcellve clcellve Jul 26, 2015 4:45 PM Flag

    And what about an iPhone is worth hundreds of dollars? Brand name will get you only so far, only in some markets. I think Windows 10 on desks and 2-in-1's will bring a lot of people to Windows Phones. Why deal with 2 user interfaces? With W10, the interface is the same, and all you stuff is there with you wherever you are. Why buy Android or iPhone? I think you'll see Android and iOS decline in the next 2-4 years.

  • clcellve clcellve Jul 26, 2015 9:45 AM Flag

    Tax carbon emissions, and give favorable trade status to other nations who reduce their carbon emissions.

    It's not complicated.

  • clcellve clcellve Jul 25, 2015 10:01 AM Flag

    My current plan (subject to change as events unfold) is to wait until October for Intel Skylake chips and then buy a new laptop. I will get the free upgrade to my current (creaky) laptop, then look for a good 2-in-1. I particularly look forward to "Hello". Passwords are a pain...Fewer cords, or even no cords, will be nice, too. And less weight. And etc. (!).

  • Reply to

    Windows 10 TV commercial

    by clcellve Jul 23, 2015 8:23 PM
    clcellve clcellve Jul 25, 2015 9:56 AM Flag

    I've not seen the "security" commercial - I tried to look it up and didn't see it (I didn't spend much time on it). I'll be watching for it - I'll be interested to see how MSFT presents the topic.

    W10 offers a lot on many different fronts, attractive to many different segments of the market - to have an efficient marketing campaign, MSFT needs to target those diverse advertising themes to those diverse customer segments. A good marketing person/staff can do that - touch-feely ads that promote warm feelings about W10 on broadcast TV, security ads to more specialized audiences. MSFT has a very good sales force for business/government.

    The July 29 intro is clearly important, but it is one day. It will take time to follow-up and continue to ramp up the marketing, just as it will take time for W10 to roll out, in segments, in the coming weeks/months. Back to school sales, Skype, devices that use Intel Skylake chips, security for government, business, and consumers, holiday sales in Oct-Nov-Dec, (Xbox?), Edge, Hello, Continuum, Cortana....

    It reminds me of a cartoon in the New Yorker magazine some time ago that shows a turtle flying next to a bird, and the turtle turns to the bird and says "That hare has no idea who he's dealing with". Point - this will be a campaign that combines many quick publicity elements (the hare), long-term publicity/marketing elements (the turtle), and probably some startling, interesting surprises (the flying turtle). An the cartoon is an imperfect analogy, but I think it works on some level....

  • clcellve clcellve Jul 24, 2015 12:27 PM Flag

    Engineers as CEO's - that depends on the business - if there are too many variables that are relevant to outcomes, engineers get confused - linear thinking is fine in a more controlled environment. Sometimes there is no substitute for a "seat of the pants" judgment - a well-informed one, to be sure, but still weighing subjective elements. Engineers are typically not comfortable with that. Too often engineers regard the frequently necessary/inevitable "seat of the pants" conclusions/decisions as undisciplined, artsy-fartsy BS. I think Intel is a business where engineers can do quite well. Howver, missing mobile is a clear example of linear thinking, where Intel went down the same road too far, too long.

  • Reply to

    I'm calling for 15% upside Through ER

    by farhan8000 Jul 24, 2015 10:01 AM
    clcellve clcellve Jul 24, 2015 11:57 AM Flag

    I've been here for some time - I originally bought based on phone/MSFT dynamic, and that was for a 2 yr hold/sell. However, I think Nokia has decent future - it goes from a 2 yr trade in my portfolio to a longer term hold, different thesis - world telecom use is going nowhere but up, and Nokia is well positioned. Samsung deal is gravy. I like being in this space - a good diversification for my portfolio.

  • Reply to

    I'm calling for 15% upside Through ER

    by farhan8000 Jul 24, 2015 10:01 AM
    clcellve clcellve Jul 24, 2015 11:54 AM Flag

    Well said, Jorge.

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