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Microsoft Corporation Message Board

clcellve 316 posts  |  Last Activity: Sep 17, 2014 5:10 PM Member since: Jul 28, 2012
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  • clcellve clcellve Sep 17, 2014 5:10 PM Flag

    You find a lot of good stuff - thanks for sharing!

  • clcellve clcellve Sep 17, 2014 12:31 PM Flag

    Planet - good info - thanks! But - what am I missing - report is dated 17 Sep, but says JPM price target is $8. The doesn't appear to track - what did I miss?

  • Reply to

    Take A Little Vacation...

    by zutkoll8 Sep 17, 2014 8:39 AM
    clcellve clcellve Sep 17, 2014 9:33 AM Flag

    Agree - Nokia will face a considerable headwind going/staying above $8.50 this week. It's possible Nokia can do it, but it will be a lot easier to stay above $8.50 on Monday.

  • Reply to

    can't wait to see finn opens tonite

    by insiderguy_200077 Sep 16, 2014 4:47 PM
    clcellve clcellve Sep 16, 2014 6:52 PM Flag

    As someone pointed out, the $8.50 options expiring will be a drag on share price this week. Today you saw quite a tug of war - the war will intensify as the week unfolds. I'd love to see the $8.50 call holders smoke past $8.50, but with the share price this close, I can't see it going much past $8.50 until Monday.

  • Reply to

    Nokia Is Big In Japan

    by smithofborneo Sep 15, 2014 6:12 AM
    clcellve clcellve Sep 16, 2014 4:06 PM Flag

    The quality of information/analysis varies considerably on Seeking Alpha, just as analysis varies between broker analysts. Your job as an investor is to separate the fly "droppings" from the pepper.

  • Reply to

    Finnish paper: Oppenheimer 12 is conservative

    by giguy_1999 Sep 16, 2014 9:07 AM
    clcellve clcellve Sep 16, 2014 1:58 PM Flag

    Thanks! That makes sense, and clarifies the relation between the $18 figure and $12 figure.

    In particular, I'm liking the statement "Our $12 price target is at the lower end of the SOP analysis range results". Nicely said......

  • Reply to

    Finnish paper: Oppenheimer 12 is conservative

    by giguy_1999 Sep 16, 2014 9:07 AM
    clcellve clcellve Sep 16, 2014 12:22 PM Flag

    Per Planet's translation (which I duplicated, as translators sometimes yield different results) - I get mixed messages - Nokia's ADR may rise to $18, and the next paragraph sets a target price of $12.

    In any case, Oppenheimer says Nokia going up - when, and by how much - $12 or $18 - are secondary issues. I'll take it.

  • clcellve clcellve Sep 16, 2014 7:56 AM Flag

    Yup.

  • Reply to

    Tuesday...

    by clcellve Sep 11, 2014 9:51 AM
    clcellve clcellve Sep 15, 2014 12:14 PM Flag

    Yes, the consumer (that would be people like me) will always want more. With wireless charging, Intel was focusing on consumer wants, and that's a good thing to see.

    Speculation - power consumption for devices may eventually get to the point (largely through more efficient chips), that phones/devices in general will operate on a combination of wireless charging/working docks, solar charging, charging via background radio waves (I believe Nokia is/was working on both solar and radio wave charging?), very long standby battery life, so active charging is much less frequent.

  • clcellve clcellve Sep 15, 2014 10:58 AM Flag

    Faguzi - that's gotta be a fake name.

    It reminds me of the annual Labor Day sailing event on Nantucket Sound, between Hyannis, Martha's Vineyard, and Nantucket Island - the event is called the "Fugawe".

    Before GPS was common, one year boaters awoke to a pea-soup fog. Many boaters became quickly and hopelessly lost in the windless fog.

    Throughout the day, every few minutes, through the fog on Nantucket Sound, over the calm waters, you would hear a cry from what was typically a semi-inebriated boat-owner calling out to anyone within earshot - "Where the fug are we"? Hence, the annual "Fugawe" event....

  • Reply to

    Galloping Volume...

    by zutkoll8 Sep 15, 2014 10:37 AM
    clcellve clcellve Sep 15, 2014 10:49 AM Flag

    You are having entirely too much fun with this.....

  • Reply to

    Nokia To Grow Top Line In Second Half Of 2014

    by fkmccain Sep 12, 2014 11:16 AM
    clcellve clcellve Sep 12, 2014 1:51 PM Flag

    Nokia management has been consistent and clear - they expect improved numbers for NSN the second half of 2014. I'll be interested to see how much of those improved numbers show up in the Oct earnings report - it could be worth a small play in Jan 2015 call options - play a share price spike.

    Alternately, good numbers in Oct should attract institution buyers, and hedge fund buyers. How many depends on the numbers, and on guidance - are these improved second half numbers a one shot event, or are they a based/foundation for moving forward to better numbers in 2015.

    And then there's always rumors about HERE, new HERE products, telecom innovations by NSN, possible consumer devices, possible patent income.....

    The fun never stops....

  • clcellve clcellve Sep 12, 2014 8:53 AM Flag

    Coulda shoulda woulda. Can't make any money saying that. Again - lack of execution, lack of speed, lack of willingness to risk - take a chance. My impression is Suri is trying to change that. Good luck to him - the potential is there. Maybe it's a bridge too far for the Finns - great R&D, great engineering, not great at taking risks or being entrepreneurs. With good leadership, they can do it.

  • Reply to

    Tuesday...

    by clcellve Sep 11, 2014 9:51 AM
    clcellve clcellve Sep 11, 2014 8:02 PM Flag

    Wireless charging is not going to make or break Intel, but with the huge increase in chip efficiency with Intel's new chips, cordless recharging becomes much more practical. Intel says their consumer data shows cords are a regarded as a major pain in the keyster by consumers, in addition to passwords, and with biometric id for devices, passwords become less of an issue.

    Intel was just saying to developers these are areas developers should look at, especially given the capabilities of the new chips that are coming.

    Intel's work on 3D was discussed at length at the Intel Developer's Conference, and is an area of potential impact for Nokia.

  • Reply to

    jan 2015 10 buk strike calls .14 cents...

    by harleymark457 Sep 11, 2014 7:37 PM
    clcellve clcellve Sep 11, 2014 7:50 PM Flag

    Time is running out on those - unless Nokia gives a grand slam earnings report in Oct, and/or some great telecom innovation or consumer product, the 10's will likely expire out of the money. Likely out of the money, but there is a slight chance Nokia could hit 10+.

    You might play a spike that could come off the Oct earnings - at .14 cents now, a one or two day spike to .20 cents is a 40% gain....not bad for a short term investment. But, there's plenty of risk in that - time runs out fast after October....

  • Reply to

    Tuesday...

    by clcellve Sep 11, 2014 9:51 AM
    clcellve clcellve Sep 11, 2014 4:31 PM Flag

    Let me know if you like the Tate video - it's a bit dated at this point, but still funny.

  • Reply to

    Tuesday...

    by clcellve Sep 11, 2014 9:51 AM
    clcellve clcellve Sep 11, 2014 3:34 PM Flag

    Ummm, not sure what you mean by my starting to pay dividends, but I'll assume you're not trying to insult me as the rest of your comment was complimentary, and thanks for that - I try to contribute useful stuff.

    I do remain frustrated by Nokia's slow pace. NSN is apparently doing well, but the pace of innovation/action at other Nokia units is too slow. I'm hoping that "behind the scene" Suri is working to move things along at a faster clip.

    He won't do this, and the Finns/others would not like it, but I sometimes feel some at Suri should hire some managers at Nokia that could practice what some in the military (at least the US military) call "Individual Verbal Motivation Augmentation", which involves getting up close and personal (touching noses) with someone and screaming at them using colorful and hopefully shocking expletives, trying to get them make some profits rather than indulge in research with no end in sight.

    I expect that's why Halberr is no longer there, but that's speculation - he was expected to get results, not research without end, and he left.

    I'm reminded of an old TV commercial "Terry Tate - Office Linebacker". Do a search on that and watch the video - there are several versions, but the original 1 minute commercial version is fine.

    Suri should to hire Terry Tate to follow him around to help provide some focus and motivation....

    OK, screaming, swearing, and linebackers are a bit over the top, but given the traditional pace of action at Nokia, they could do worse....

    Nokia has great people, but to often they're too slow.

    My biggest takeaway from the past few weeks is Suri repeating "Move fast, fail, learn, and move forward to new products". If he can develop the processes/incentives to get Nokia people to do that, then things are looking good.

    My thoughts on my afternoon break....

  • Reply to

    Tuesday...

    by clcellve Sep 11, 2014 9:51 AM
    clcellve clcellve Sep 11, 2014 3:04 PM Flag

    Nokia did not have the money to market Lumia phones, and it made sense to market Lumia phones with the Windows 8 eco-system, and for some inexplicable reason MSFT has dropped the ball on marketing Windows 8. Yes, they advertise some, but not enough - not what they should, commensurate with the functionality/value of the product.

    But, that's water under the bridge now for Nokia. That's a problem for MSFT shareholders, in they're not complaining too much as MSFT share price has been doing very well the past year despite the dismal marketing of Windows 8..

  • Reply to

    Tuesday...

    by clcellve Sep 11, 2014 9:51 AM
    clcellve clcellve Sep 11, 2014 2:57 PM Flag

    Pixels are now measured in grams, so they're convertible/equivelent.....(that was a joke - my excuse for the error - I was in a hurry when I wrote that, and interrupted twice to boot).

  • Reply to

    Tuesday...

    by clcellve Sep 11, 2014 9:51 AM
    clcellve clcellve Sep 11, 2014 10:12 AM Flag

    The iPhone was useful - it did things that were a positive, functional impact on people's lives - it was worth the money (at the time - now buyers are paying for hype and ownership prestige, when you compare value/functionality against other smartphones).

    GoPro - it's a toy. A great toy, but a toy for people with some disposable income.

    Both could have - should have - been first produced by Nokia. Too slow, too cautious. I think Suri is trying to change that when he says - repeatedly - "Move fast, fail, learn and move forward to new products".

    Nokia's old mantra was "Invent great products, then over-analyze, over-engineer, and let others beat your to market"

    I've personally seen this repeatedly - the R&D people will not willingly let something go to production/market. They will come-up with dozens of compelling reasons why they need to continue working on something. It takes a strong leader - one with technical competence (Elop, Suri), to look at something and make a call - "Enough - move it out - you R&D people can continue working on it on a parallel track, but it goes to production and marketing - today".

    "Move fast, fail, learn and move forward to new products". If Suri can get Nokia's great people to do this, things will improve.

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