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Nokia Corporation Message Board

jeffreber44 30 posts  |  Last Activity: May 22, 2015 9:14 AM Member since: Apr 7, 2010
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  • jeffreber44 jeffreber44 May 22, 2015 9:14 AM Flag

    So this morning Suri made it clear that Nokia is in no hurry to sell HERE. It should NOT be a shock to anyone. If you follow conference calls and what management says, you would knowt what Nokia is about. Here in lies the problem with Nokia's stock, NOT many people do this! and in turn make irrational views on Nokia. That is also a reason why the sum of Nokia's parts (divisions) are undervalued.

    The new regime in charge has done nothing to harm the company from the overall goal. People are complaining about the Alu merger. It makes sense to buy ALU. JPMorgan looked into it for Nokia and in the end JPMorgan bought tons of shares because they like what they see. I don't think you or I are any more informed, so give management the credit they deserve and don't be like Jim Cramer who once said I don't know why Nokia even exists to later eat his words on live tv.

    Like I said, Suri and management know what they are doing. They have a reason for putting HERE up for sale and it might not sell possibly due to Samsung's arbitration results.

    Sentiment: Strong Buy

  • jeffreber44 jeffreber44 May 21, 2015 2:57 PM Flag

    Reports say Nokia hasn't bothered to respond to the Autos. It's obvious with so many suitors that HERE is worthwhile to a lot of people. You're right, Nokia is calling the Autos bluff.

    Personally if Nokia gets $9 Billion today I would take it. Otherwise growing HERE or spinning off works either way. Let's just say Nokia has plenty of options however you look at it.

  • jeffreber44 jeffreber44 May 21, 2015 1:48 PM Flag

    How would the public feel about the auto groups taking the lesser of a company, Tom Tom, to use because they cared more about the bottom line than safety?

  • jeffreber44 jeffreber44 May 21, 2015 10:14 AM Flag

    Responding to the uninformed: I see retorts coming from people who are not well informed. I have no problem with someone disagreeing with me, but voicing your opinions when you don't know any better is ridiculous.

    I've bought Nokia under $2 when the same people said it would go bankrupt. Go figure. Now they are ignorant to the fact management is doing an excellent job. This is not an Elop run company anymore. It is headed by people that care about the reputation Nokia has established in becoming a technology leader. One year in the New Nokia and 150 years of backing, things are looking positive.

    Sum of parts is equivalent to a much higher price than we are at now. That is the only thing I hold management responsible for not exploiting, but I think they have a plan for that.

    Sentiment: Strong Buy

  • Suri has kept the straight and narrow for a year now. They told us Nokia would become a technology player of the future, they would grow through the means of acquisitions when deemed strategic, that they would create shareholder value......With facts & knowledge from conference calls, amidst reckless uninformed banter going around, I have concluded that logic says Nokia will become what it says it will.

    It doesn't seem likely that a technology player of the future would give up HERE for so little. With their mobile devices licensing in the works and how HERE's technology will work synergistically why would they even attempt to put HERE up for auction? I'm telling you come in two weeks one of two things will happen, either HERE sells for more than $9 Billion, which will make Nokia cash rich or Nokia will at least own a majority stake. Speculation tells me the highest bidder will only partner with Nokia in the end.

    I want Nokia to keep HERE as a long-term holder and I like the ALU acquisition. These are only future driving forces. In the mean time we have the Samsung arbitration at hand. My prediction was a disclosure by end of May. I still see it possibly then or very shortly after. Mobile devices will come in Q4 is another prediction. First the follow up to the N1 then an Android phone. After those I expect Nokia will be ready to flood the market with many devices.

    It's been a plan in the works as soon as the used car salesman CEO left last year and was replaced. Nokia has shifted to finally obtaining licensing that has eluded them and is growing to profitability. The New Nokia will be better than the old.

    Nokia's conviction is strong, their plan focused and the future begins now.

    Sentiment: Strong Buy

  • jeffreber44 by jeffreber44 May 17, 2015 11:34 PM Flag

    As a result of the high R&D spend Nokia incurred over the last decade, the company now has a very strong patent portfolio, comprising close to 16,000 issued patents and 4,500 pending patent applications in the U.S. Outside the U.S., the company has over 20,000 patents (both issued and pending combined) with a majority of them in Europe. [1] Nokia’s patents stand out even in terms of quality. In a 2011 review of the 3,000+ patents considered essential to the LTE technology that is quickly emerging as the preferred 4G standard, Thomson Reuters and Article-one found that Nokia held close to 19% of the standard essential LTE patents and was the LTE leader by a big margin. [2] Qualcomm, the dominant mobile chipset manufacturer, trailed Nokia with a share of about 12.5% of the LTE patents deemed essential.

    What makes Nokia’s patent strength even more intimidating is that Nokia and Qualcomm had entered into a 15-year patent licensing agreement in 2008, which basically gave Nokia access to all of Qualcomm’s patents for use in its mobile phones. This essentially translates to an unrivaled access to more than 30% of the essential LTE patents – a position of strength that not only insulates Nokia from litigation in the ongoing patent war but also gives it enough ammunition (with its 19% LTE patent share) to go after rivals and generate cash through licensing deals.

    As a result, the company is now earning a steady royalty income from its patents at a current annual run rate of over $600 million. If we assume this to hold over the average remaining term of its U.S. patents, which is 13.8 years, discounted cash flows (12% discount rate) show that the patents would be worth at least $4 billion in value. This alone would comprise about a third of its current market capitalization – not to mention the company’s substantial cash position, which we estimate constitutes nearly 27% of Nokia’s fair value. With Nokia getting aggressive with patent litigation.

    Sentiment: Strong Buy

  • Major contracts are being sought in Asia. Nokia and Alu are on the attack strategically where in many cases network providers are limited to how much of a network deal they can have as well as what to charge. For another year the two companies can bid with knowledge of what the other is offering. The longer it takes for Nok/Alu to integrate the better... They can out maneuver the competition.

    So while the US sleeps there are contracts to be had elsewhere.

    Sentiment: Strong Buy

  • jeffreber44 by jeffreber44 Apr 24, 2015 1:14 PM Flag

    The entire industry is changing to a software and cloud based formula. Everyone will be spending money to go this route. As far as Nokia buying Alu and restructuring costs, everyone to some extent is in the same boat, but Nokia will now have complementary services and become a one stop shop type of company. Timing of this deal was perfect.

    Sentiment: Strong Buy

  • jeffreber44 jeffreber44 Apr 22, 2015 3:39 PM Flag

    The brains and brawn of telecom networks today lie in software, which is programmable and flexible, and not in customized hardware as in the past. Products are more modular with open interfaces that allow equipment from different manufacturers to talk to each other.

    That should make it quicker and cheaper to combine the two companies' products, analysts and telecom executives said, and may help Nokia succeed where other acquisitions have struggled.

    Sentiment: Strong Buy

  • jeffreber44 jeffreber44 Apr 22, 2015 3:18 PM Flag

    Josh, what doesn't work in the grand plan will be sold off accordingly. Suri is already thinking of streamlining. You got to give Alu some credit as they have shown major efficiency improvements. This acquisition will make the company stronger in 2-3 years no doubt. Until then let's continue progressing. As far as owning the stock, we will see this baby move higher on HERE and Samsungs arbitration if all goes well. Lots of cushion and new interest will keep me here for many more years at that point.

    Sentiment: Strong Buy

  • jeffreber44 jeffreber44 Apr 22, 2015 2:37 PM Flag

    Except in the past you didn't have people like Suri who has the best record of turning around networking companies. Not only that but "we think things are different this time" refers to less spending on integrating because the future of communications is going to be more software based. This would have been more difficult in the end if the two companies had combined. The timing is right.

    Sentiment: Strong Buy

  • jeffreber44 jeffreber44 Apr 22, 2015 11:25 AM Flag

    China mobile trusts Nokia in future relations

    April 22, 2015 Bu Tong, General Manager of Network Department, China Mobile, said: “China Mobile’s TD-LTE initiatives are driven by our vision to leverage future-ready technology for offering an unmatched service experience, despite challenges posed by the ever-increasing load on our network. Nokia Networks has further consolidated its position as one of our most trusted partners by achieving yet another global landmark and enabling us to deliver a truly rewarding mobile broadband experience at this high-octane sports event.”

    Sentiment: Strong Buy

  • jeffreber44 by jeffreber44 Apr 22, 2015 11:19 AM Flag

    Nokia Networks, Algar Telecom deploy LTE network and Telco Cloud in Brazil First Nokia Networks Telco Cloud implementation in Brazil Nokia Networks selected as sole supplier for radio access, core network and services Algar Telecom to introduce LTE services in the 700 MHz band, modernize its 3G network and pave the path for VoLTE and VoWiFi services

    São Paulo, Brazil – 22 April 2015

    Algar Telecom, the telecommunications arm of the Algar group, has entrusted Nokia Networks with the responsibility of enabling LTE services in the 700 MHz band, upgrading its 3G network and implementing Telco Cloud. Under a 5-year turnkey contract, Nokia Networks will provide radio and core networks and managed services to transform the operator’s network infrastructure. With this, subscribers in Minas Gerais, Goiás, Mato Grosso do Sul and São Paulo will soon enjoy new voice and data services with excellent coverage and capacity.

    Market share in Brazil has been low. This will help improve that greatly.

    Sentiment: Strong Buy

  • jeffreber44 jeffreber44 Apr 18, 2015 2:13 PM Flag

    Alu patents are worth a few Billion as well.

    In other news:
    On Friday, Nokia India told the court that it had signed a memorandum of understanding (MoU) with a buyer for an undisclosed price, and appealed for the asset freeze to be lifted for the sale to go through. The company's lawyers submitted the MoU to the court and the tax authorities in sealed covers.

    Sentiment: Strong Buy

  • Reply to

    Lucent Shareholder

    by techhelp_01590 Apr 17, 2015 3:11 PM
    jeffreber44 jeffreber44 Apr 18, 2015 1:59 PM Flag

    From a Nokia shareholder,

    This acquisition only strengthens these companies who both have made that turn to profitability. We at Nokia have a big sale of HERE coming up and a huge arbitration with Samsung in the process of being completed soon, that in FACT requires Samsung to pay substantially more fees to Nokia. On the ALU side you have the turnaround and added value to the patent portfolio that Nokia will better be able to take advantage of. All these factors and more will continue to make PPS rise. It's not like you're missing out. We at Nokia were anticipating higher price targets just like you.

    Hold onto your shares or better yet add to Nokia, take advantage of the May Dividend and we will be holding a great European Champion in the end.

    Sentiment: Strong Buy

  • Nokia will execute very effectively. The Quote from Suri below explains a lot.

    Nokia CEO Rajeev Suri sought to reassure.

    "This is not a joint venture, so there will be no governance issues," he said on a call with investors. "We will take a no politics, no nonsense approach to running the business, and have learned from past mistakes."

    If you want more, consider what Combes said, "This is not a merger it's an acquisition by a bigger company". He also went on to say Nokia will be a European Champion, something some investors where confused because at first they thought he was talking about ALU.

    Also: "There is no reason to doubt that this deal too wouldn't increase shareholder value... We know that there are risks related to France and the cost cuts, but I believe that Nokia has calculated a margin of safety to the deal price," Nordnet brokerage strategist, Jukka Oksaharju, said. France only cares about 6,000 jobs and that is no problem for Nokia.

    Finally the biggest reason for the full acquisition was to become a one stop shop for costumers and for the combined future development of 5G in an industry wide movement that Nokia nor Alu could not afford to miss. Like Suri said, "This was the right time to make this happen".

    I strongly believe in Nokia as a market leader now and in the future and will continue to be a long-term investor. Nokia won in this acquisition and what Suri and his team have is a powerhouse.

    Sentiment: Strong Buy

  • Reply to

    For Nokia this is a FANTASTIC deal

    by van90278 Apr 15, 2015 3:06 PM
    jeffreber44 jeffreber44 Apr 15, 2015 3:36 PM Flag

    You're on the right track smith, but don't forget ALU is bringing 20,000 patents into the pool. That'll cause some waves.

    Sentiment: Strong Buy

  • Reply to

    Timing of HERE sale and ALU buyout

    by jeffreber44 Apr 14, 2015 2:16 PM
    jeffreber44 jeffreber44 Apr 15, 2015 1:17 PM Flag

    My buy order just hit.

    Sentiment: Strong Buy

  • Reply to

    Suri's integration plan

    by jeffreber44 Apr 15, 2015 3:44 AM
    jeffreber44 jeffreber44 Apr 15, 2015 3:54 AM Flag

    They will continue partnering with JNPR. Very short other than that.

  • Reply to

    Suri's integration plan

    by jeffreber44 Apr 15, 2015 3:44 AM
    jeffreber44 jeffreber44 Apr 15, 2015 3:49 AM Flag

    "Strong position makes this the best time for this integration" -- Suri

    "Significant driver of value" "No change in the way Nokia drives growth from Technologies" -- Combes

    Double the patents now!

    Sentiment: Strong Buy

NOK
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