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PT Telekomunikasi Indonesia Tbk Message Board

iliketoplaygolf 2 posts  |  Last Activity: Sep 3, 2014 11:37 PM Member since: Mar 2, 2013
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  • iliketoplaygolf by iliketoplaygolf Sep 3, 2014 11:37 PM Flag

    I don't look at this board often, but it seems to me that Samsung has at least 3 motivating factors for buying 2 divisions of Nokia.

    First, the Korean government is encouraging Samsung to use the huge stockpile of cash on hand to help stimulate the economy. Then, sometime in 2014, Samsung faces the mediation for its use of Nokia patents on its phones. Finally, it seems that Samsung wants to become less dependent on Google. They are writing Tizen based code for their alternative operating system and need features that differentiate their phones.

    It seems to me that Samsung could buy the Technologies Division not only to become less dependent on NOK but also to use as a sword to challenge competing technologies. And while they're at it, scoop up Here at the same time. These two purchases will give them powerful competitive advantages when they deal with Apple and Google over patent issues and when competing with them in the future.

    Am I dreaming?

    Sentiment: Buy

  • Nokia Oyj (NOK1V)’s digital-maps head Michael Halbherr is leaving the Finnish company after a disagreement about his division’s strategy with Chief Executive Officer Rajeev Suri, said people with knowledge of the matter.

    There’s an internal debate over whether the division should focus on automotive and enterprise clients or also continue to target consumers, said one of the people, who asked not to be identified because the matter is confidential. Nokia said today Halbherr, 49, is leaving to pursue entrepreneurial interests.

    Sentiment: Buy

TLK
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