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Nokia Corporation Message Board

jeffreber44 1740 posts  |  Last Activity: 23 hours ago Member since: Apr 7, 2010
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  • Reply to

    Nokia's 360* camera will be awesome

    by jeffreber44 Jul 17, 2015 1:38 PM
    jeffreber44 jeffreber44 23 hours ago Flag

    I hope Nokia produces that sub $1,000 unit that will fly once every home owns a VR headset. 95% of consumers pro or otherwise shouldn't have a problem without "real-time". So is this the big hang-up for hadi.....? Just render your image over the "Nokia VR Cloud Service" and get your video in a fraction of the time. Hope Hadi is listening. I just think the lack of headsets available is the real holdup at this time.

  • Reply to

    Nokia's 360* camera will be awesome

    by jeffreber44 Jul 17, 2015 1:38 PM
    jeffreber44 jeffreber44 Jul 31, 2015 12:56 AM Flag

    It's all relative osmo. In no way will OZO be able to achieve the quality of RED. Though that is not the point. We are talking different things. Yet we can still figure some aspects from obtained facts. Without knowing exact specs but talk of this being a 5 figure instrument and because of it's size, we are limited almost to the point that we should assume OZO will be minimally 4K produced with a 1.4x cropped sensor. Any more and it does not justify a price tag over $20,000. Nor does a GPU exist that can render those specs in real time. So how many streams are really in real time at that amount of data?

    We will see were it all comes together next quarter. That said lesser specs will still create stunning captures and I have no doubt the experience will be amazing.

    But take a consumer version with 3 lenses at a micro one thirds format and you can produce real time much easier. This tech already exists. No components, its a single unit. I bet Nokia already has the prototype. The hard part is picking what color it will be.

  • jeffreber44 jeffreber44 Jul 30, 2015 8:57 AM Flag

    In terms of licensing, Suri said Progress in China is doing very well. This is very significant in terms of improving royalties.

  • jeffreber44 jeffreber44 Jul 30, 2015 8:34 AM Flag

    Nokia now has more than 80 licensees.

  • jeffreber44 jeffreber44 Jul 30, 2015 8:27 AM Flag

    Global professional services best quarter ever as well. LTE security growing as Nokia wins awards in that category.

  • jeffreber44 jeffreber44 Jul 30, 2015 8:26 AM Flag

    Gross margin best ever at networks at 40%

  • Sur has done a commendable job and reaffirms he is the right man for the job.

  • Reply to

    Nokia's 360* camera will be awesome

    by jeffreber44 Jul 17, 2015 1:38 PM
    jeffreber44 jeffreber44 Jul 29, 2015 6:58 PM Flag

    Typo, $20,000 and that's camera, Rig, storage, batteries, software suite and only if this does high-end 4k. Comparable to a Scarlet Red in a sense. Need to see more Specs but couldn't imagine $50,000. 8K times 8 streams, no way. Then we would be talking over $50,000. I could see Nokia pulling of a much smaller consumer version to get it into the public hands for $800.

  • Reply to

    Nokia's 360* camera will be awesome

    by jeffreber44 Jul 17, 2015 1:38 PM
    jeffreber44 jeffreber44 Jul 29, 2015 2:27 PM Flag

    Look for a consumer model sometime in 2016 when VR headsets are more readily available to the general public. I see the pro model coming out Q4 2015 to be around $2,000 and a consumer model under $800 with their respective releases. If virtual reality hits big with the public I expect a jolt in revenue by second half of 2016.

  • Reply to

    Nokia's 360* camera will be awesome

    by jeffreber44 Jul 17, 2015 1:38 PM
    jeffreber44 jeffreber44 Jul 28, 2015 10:54 PM Flag

    Actually the camera is more awesome than I originally thought. Strong Buy.

    Sentiment: Strong Buy

  • As an end-to-end solution, OZO aims to set a new standard as the preferred method for professional capture, editing and playback of cinematic VR content.

  • Reply to

    intellectual property issues holding up HERE sale

    by jeffreber44 Jul 22, 2015 10:41 AM
    jeffreber44 jeffreber44 Jul 22, 2015 1:28 PM Flag

    The pledges would be from the Germans. They would need to pay Nokia for tech and IP.

  • Reply to

    intellectual property issues holding up HERE sale

    by jeffreber44 Jul 22, 2015 10:41 AM
    jeffreber44 jeffreber44 Jul 22, 2015 12:04 PM Flag

    Nokia's advantage in keeping the patents seems to be that any future network that would allow location based software would need to pay a licensing fee for the way the connection is made. This would be the IOT advantage that Nokia could retain and derive revenue from. Mapping was just at the forefront of our conceived perception of how Nokia would be involved in IOT, but in reality the patents in connectivity are everything.

    We need more acknowledgement from Nokia on this matter, but it all goes along the same lines that they have been talking about for the past year. Disruptive technology, creating new awareness in multiple fields and so on. Stay tuned people. More than before I hope the earnings call sheds more light on Nokia's future.

  • Germany's premium car makers are close to a deal to buy Nokia's HERE map business for between 2.5 billion and 3 billion euros ($2.74 billion to $3.29 billion), but a final agreement hinges on the question of who owns the patents which help self-driving cars talk to mobile networks, two sources familiar with the deal told Reuters on Tuesday.

    The purchase of HERE, which has been valued at between 2 billion and 4 billion euros, could also require multi-year pledges to make further investments to improve map data quality. The deal is expected to be finalised by the end of July, if the two sides can settle the intellectual property issues, the two sources familiar with the transaction said.

    But the Finnish mobile network equipment maker is seeking to keep control of some patents for how mobile devices connect to networks, be they computers, phones or newer types of network-connected cars, industrial, corporate or agricultural equipment.

    For Nokia, keeping control of the location-aware network patents would give it bargaining power over rival equipment makers Ericsson and Huawei [HWT.UL] in talks to define the so-called 5G era, the next generation of mobile networks, whose construction will begin later this decade.

    Let's see what kind of deal this really is.

  • Reply to

    Only 2.7 billion for HERE ?

    by giguy_1999 Jul 21, 2015 11:11 AM
    jeffreber44 jeffreber44 Jul 21, 2015 12:40 PM Flag

    I'll tell you that even though it was hard to build maps like HERE in the past, today it is getting easier. Getting a few Billion today is better than having to deal with Tom Tom or someone else later to compete in this market. Nokia in the mapping business was a complete FAILURE. They couldn't get the job done period. We will have to wait and see if Nokia retains any rights or what not. I'll have to see what comes from this before I buy new shares. Trust me I am in no mood to buy anymore Nokia shares until they prove something. Network Revenue and margins better improve when the numbers are released next week....

  • Reply to

    Nokia's 360* camera will be awesome

    by jeffreber44 Jul 17, 2015 1:38 PM
    jeffreber44 jeffreber44 Jul 17, 2015 5:58 PM Flag

    Who said anything about a phone?

  • Reply to

    That Alcatel "memorandum of understanding"

    by osmosisjosh Jul 17, 2015 3:35 PM
    jeffreber44 jeffreber44 Jul 17, 2015 5:55 PM Flag

    Could it be that Combes is relying on a major up swing through patent licensing to become cash flow positive by 2016.....

  • Finally tech is coming out that will drive Nokia back into the main stream.

  • jeffreber44 jeffreber44 Jul 9, 2015 3:44 PM Flag

    Remember this is a massive opportunity that the D&S sale gave Nokia to go after higher royalties and no cross over licensing. After all, this is a major reason I am in this stock.

    Also, We'll have a few years licensing phones to the likes of Foxconn and others. If that takes off, heck Nokia might find a good reason to get into manufacturing phones themselves again. This of course would be after they reap the royalties of not being a manufacturer for a while. You never now, licensing patents might be more lucrative once they start collecting on other "connected" devices!

    The new Nokia really begins once that arbitration hearing is revealed.

  • I am curious on sales numbers for how it did. This will be one of the biggest things I am looking forward to hearing about.

    I will be pleased with Networks if it is more comparable YOY in the second quarter but don't expect much. AT will continue to rise slightly before it takes off in the next two quarters. HERE numbers, I have no doubt will rise again.

    I've bought some risky options for a big payday when the Samsung arbitration comes and am looking to buy a big amount of shares one last time. Prices look good now. The Greeks should be given debt relief soon, but China needs to infuse money into their economy to halt the stock slide. I think I will be ok waiting until after earnings to buy, but as a long-term folder from here out I will still like to get shares anywhere under 6.50. I've had enough of this market activity and how Nokia is being hammered. Like some others I have an opportunity to get in and forget it until Nokia starts to shine.

NOK
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