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T-Mobile US, Inc. Message Board

dianagraves28 1 post  |  Last Activity: Jun 23, 2014 10:06 AM Member since: Sep 24, 2012
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  • dianagraves28 by dianagraves28 Jun 23, 2014 10:06 AM Flag

    I do not see Nokia anymore as a turn-around story, but mostly as cyclical play. I know there are investors on this board who feel the same way. There are three cyclical up- trends and Nokia is all over the place:

    - Real 4G LTE speed is still scarce globally. In U.S and U.K you´ll probably get what you pay for in terms of LTE speed. In continental Europe, India and China you will enjoy 4G on big cities, but not yet at small cities or the countryside. Yes, you might see there a “4G” signal on your smartphone or tablet, but just try the speed! Telecoms are selling the bear before hunting it. All while they get more and more base stations, as simple as that! We are at the beginning of a cycle here, but you won´t notice that in NY or San Francisco. One has to travel a lot to get the point!

    The Auto industry has finally understood that they are so far behind trends. Their customers are not longer impressed just by the usual car-only features and extras. They want seamless integration: A regular person spends at least two hours per day on his/her car, sometimes four….Now they want more than the usual “extras”. But If your are a tech company and you want to compete, the first thing you need is a great navigation system, and this tech is SO EXPENSIVE! It depends on patents and licenses which the Automobile´s industry lacks. There are so many services ready to pay well to those few companies that “got it”. Nokia is one of those few.

    - As you know, since Nokia got out of the device & services business, their huge portfolio of patents unraveled. Soon, Samsung, Apple, MSFT, HTC, and so many others (in fact, almost any company that makes phones) will have negotiate new terms, accepting new conditions. And those who refuse will have to asume that they have no right to defend any claims against any one “recent” company. The thing is, Nokia IP´s, by themselves, are probably worth more than any other company in the mobile industry. And, as you see, we are going mobile!

TMUS
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