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Nokia Corporation Message Board

jeffreber44 30 posts  |  Last Activity: Feb 21, 2015 9:36 AM Member since: Apr 7, 2010
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  • is to pay much higher royalty rates to Nokia. We know Samsung is starting to slowly lose market share to Apple and more importantly Chinese manufacturers. If Samsung settles arbitration with Nokia at the expected higher rates, this will force Apple to also pay higher rates in the 2016 Apple/Nokia arbitration and finally force the Chinese to pay royalties thus destroying there bottom line. Samsung must know that the Chinese will eventually take their market share unless forced to pay these licenses. The sooner Samsung pays Nokia, the sooner the movement to obtain royalties from other delinquent companies gets underway.

    I like what is unfolding here for Nokia. The next two years will be exciting. We will start realizing the true value of Nokia.

    Sentiment: Strong Buy

  • jeffreber44 jeffreber44 Feb 16, 2015 9:11 AM Flag

    He has also talked about Nokia’s devices strategy in an interview and reconfirms how Nokia kept its design capability intact and not sold to Microsoft. He also says Nokia N1 launch was like tipping the toe and Nokia has found high brand recall in markets like India, China and Russia. Nokia sees long-term opportunity in consumer world.

    As a brand, we will be back in the consumer world. First we are tipping the toe in the water, seeing long-term opportunity. We find the brand is loved and recall is high in areas like India, China and Russia. Our view is to start with China, one step at a time.

    We will find opportunities for brand licences. We have design capability, which everyone thought we sold to Microsoft, but we didn’t sell it. We will maintain the Nokia feel in all our products. We can’t have different products, each feeling different, in the market.

    Sentiment: Strong Buy

  • jeffreber44 jeffreber44 Feb 12, 2015 5:55 PM Flag

    I was thinking in terms of quarters, (20/4=5). So 5 X 600 million Euros = 3 Billion Euros per year in royalties.

    Samsung, Apple, Xiaomi, etc..... a few billion more phones and tablets connected in 2 1/2 years. Here will be grow in this time. The list goes on.

    Sentiment: Strong Buy

  • jeffreber44 jeffreber44 Feb 12, 2015 3:41 PM Flag

    Nokia has been working on these new verticals for a while. I believe this article is relatively speaking old.... With that, the title should now read, "In 2-1/2 years" I see more licensing than manufacturing of these products anyway. Since Nokia has geared itself with new heads in the licensing department along with a more urgent approach, I anticipate 75-100 million more in royalties per quarter in 3-5 years, not including royalties from mobile devices royalties. 2017 revenue from royalties could exceed 20X what it is today the way this is playing out.

    Sentiment: Strong Buy

  • Reply to

    Why 2 or 3 years for NOK ?

    by only4toes Feb 12, 2015 9:10 AM
    jeffreber44 jeffreber44 Feb 12, 2015 9:48 AM Flag

    If you listen to Q4 conference call, you'll realize from what Timo said, that the wording Deshpande choose easily sounds confusing. They are talking about slightly different things and it becomes confusing in the articles context. In short Nokia will be taking a lot of progressive action outside China, whereas inside China things will move slightly slower. Timo stated outside China is more of a focus to collect licenses because it's much more clear that Nokia will win a lot of those battles. BUT, After recent events with Qualcomm and China's dealings it's more apparent that Chinese phone vendors are preparing to follow the Western standard of paying for licenses. This moves timeframes up tremendously.

    Sentiment: Strong Buy

  • jeffreber44 jeffreber44 Feb 10, 2015 4:24 PM Flag

    Nokia Corporation (ADR) (NYSE:NOK) (BIT:NOK1V) (HEL:NOK1V) got some strong support in its ongoing royalty arbitration case with Samsung from a disclosure by Microsoft Corporation (NYSE:MSFT) over the weekend. JPMorgan Cazenove‘s Equity Research Europe’s October 6th Tech Snippets highlights that Microsoft disclosed on Saturday that Samsung paid Microsoft intellectual property-related royalties of around $3.50 per smartphone/tablet in 2013.

    JPMorgan Cazenove analysts Sandeep Deshpande and Chetan Udeshi argue that this disclosure is very good news for Nokia, as this implies a higher than expected 1% plus royalty.

    Deshpande and Udeshi argue that this disclosure from Microsoft makes it possible for Nokia Corporation (ADR) (NYSE:NOK) (BIT:NOK1V) (HEL:NOK1V) to put forward a stronger case to arbitrators who are determining the amount of the fee Samsung has to pay Nokia to license its standard essential and non essential IP in its smartphones. These new licensing fee disclosures from Microsoft will help Nokia argue for even higher fees than those Microsoft receives because Nokia owns the IP for a number of key software innovations on smartphones as well as protocol standard essential patents.

    Sentiment: Strong Buy

  • Reply to

    From the QCOM conference call

    by joshua3xxx Feb 10, 2015 1:56 PM
    jeffreber44 jeffreber44 Feb 10, 2015 2:15 PM Flag

    Made a good gain from $63-$69 but had to dump Qcom today because Nokia became much more attractive to me. Qcom good news turns to be Nokia's greater news in my eyes.

  • Reply to

    Had to get back in

    by jeffreber44 Feb 10, 2015 10:33 AM
    jeffreber44 jeffreber44 Feb 10, 2015 2:08 PM Flag

    This just out:

    JPMorgan Says Qualcomm China Settlement Has 'Positive Read-Across' For Ericsson And Nokia

    Something I've been looking at for months and is utterly Ironic that I reposted a post right above from last August just before this article came out.

    Yet the ignorant keep posting clutter. That's why there are winners and then there are losers, boys.

    Sentiment: Strong Buy

  • Reply to

    Had to get back in

    by jeffreber44 Feb 10, 2015 10:33 AM
    jeffreber44 jeffreber44 Feb 10, 2015 2:01 PM Flag

    Urban, just to let you know, I never really left Nokia. I only had lightened my load but after today my portfolio is once again heavily weighted in Nokia because of recent developments. Keep up the good work.

    Sentiment: Strong Buy

  • Reply to

    Had to get back in

    by jeffreber44 Feb 10, 2015 10:33 AM
    jeffreber44 jeffreber44 Feb 10, 2015 12:36 PM Flag

    Let me explain something here

    by jeffreber44 • Aug 21, 2014 9:51 PM Remove

    I've been sitting back reading everyone's speculation on why Nokia's stock price is moving up. The reason is quite simple, but hard to distinguish with so much going on with the company. If you look at what's been unfolding it all makes sense.

    One word might help, Qualcom. Nokia is about to become a name mentioned along with this giant. The floodgates are about to open up in terms of Nokia cashing in on Royalties. Pay close attention to especially Qualcom, since Nokia is turning into that type of giant, among other companies that are having problems with China. A new view is going to take place and Asian companies will have to conform to a style we are more accustomed to in the West. This will allow Nokia to obtain Royalties at much, much higher rates than it receives at the current rate. What this is doing is allowing the door to open and right now, Nokia is ready to strike.

    We're not done. This is the infancy of the new Nokia. Less

    Sentiment: Strong Buy

  • I predict Mid-April is when this will get resolved. From what I have read and heard through conference calls I see there is no reasoning that this will have to happen later in the year. Grant it nobody knows for sure. Even Josh laid out time frames on the duration of how long these deals take to happen in a previous post. From what the company says, a process like this usually resolves within a certain bound time, which in reality that time has arrived. Both Nokia and Samsung have known the issue at hand. At this point I think both parties have a realistic idea of the rates and only minor details need to be addressed. A reasonable time to conclude the arbitration seems to be after Q1 2015 is over. There are no objections in the practices of Nokia's royalty rates by any party after this week's approval of Nokia's handset devices sale. Even Samsung's CEO claimed there is no way of getting around paying Nokia.

    Sentiment: Strong Buy

  • Reply to

    Had to get back in

    by jeffreber44 Feb 10, 2015 10:33 AM
    jeffreber44 jeffreber44 Feb 10, 2015 11:57 AM Flag

    Sad. I just can't see not having anything better to do in life than post that much clutter. I'm trying to have a constructive conversation but like many you throw in a wrench. You earned a spot on my ignore list.

  • Reply to

    Had to get back in

    by jeffreber44 Feb 10, 2015 10:33 AM
    jeffreber44 jeffreber44 Feb 10, 2015 11:37 AM Flag

    Since you think you know, how many times have I done that French? Better yet, why don't you delete your comment and stick to cluttering the board with bad puns with the rest of the holigans on this board as usual because that's the class you're in now.

  • jeffreber44 by jeffreber44 Feb 10, 2015 10:33 AM Flag

    After making a good profit on Qcom's drop and then having them raise guidance, I believe Nokia is closer for bigger licensing fees now. This has to do also with the fact that South K approved the MS/Nok deal this past week and MSFT and Samsung settled their licensing dispute.

    Ericsson also has a grip on Xiaomi in court which is good for future IP growth. Things are starting to unfold quicker now. Although we don't know exactly when Samsung will settle arbitration with Nokia, I can't take the risk of missing out on any big news here.

    Sentiment: Strong Buy

  • Some food for thought first:

    The biggest case that Ericsson has filed so far of a similar nature was against Samsung a few years ago, when it accused the South Korean company of 24 patent infringements, including one that dealt with the digital conversion of speech. Samsung claimed that Ericsson was asking for an unreasonable amount in royalties, but eventually settled in January 2014, positively impacting the Ericsson bottom line by $500 million and signalling that Ericsson is going to recoup billions of dollars over the years from Samsung, thanks to its wireless patents.

    More to come....

  • jeffreber44 jeffreber44 Feb 3, 2015 4:58 PM Flag

    More spectrum more NSN business

    Feb,3 2015
    NEW DELHI: Vodafone Group CEO Vittorio Colao on Tuesday sought to increase engagement with the government's 'Digital India' programme, days after the Centre decided against pursuing a Rs 3,200 crore tax demand against the British mobile major in a transfer pricing case.

    Colao, who met Telecom and IT minister Ravi Shankar Prasad along with the Indian unit's management, said
    that he is looking forward for an aggressive pitch at the upcoming spectrum auctions slated for March.

    Asked whether the company has any plans to list the Indian subsidiary to raise funds, as had been thought about earlier, he said it was not on the cards in the immediate. "Listing decisions have to be taken in the right time and the right moment. Right now we are concentrating on improving our network and building our broadband penetration and surely one day we would consider an IPO... I am not against it," Colao said.

    On his meeting with the Minister, he said, "We think we can have a great role on Digital India with the right amount of spectrum... we can be very instrumental."

    Things might be happening in India

    Sentiment: Strong Buy

  • Reply to

    Higher revenues, growth and great margins

    by jeffreber44 Jan 29, 2015 1:16 AM
    jeffreber44 jeffreber44 Jan 29, 2015 10:12 AM Flag

    Until the looming Samsung arbitration is settled we go nowhere. This price action today proves it. I love what Suri is doing with the company, always have. This is not an Elop Nokia, but we are stuck because of licensing uncertainty that won't resolve for months. Even some of the bashers have noticed. They just sound like a horse's you know what when they say it. Go ahead hold shares if you want but unfortunately I'm looking at lower prices coming.

  • Well done Nokia. More importantly, any news on the Samsung arbitration? I guess we'll have to wait a few months.

  • jeffreber44 by jeffreber44 Jan 28, 2015 2:16 PM Flag

    I'll be up for earnings and think Nokia will hit it out of the park in terms of NSN gains in the majority of regions. Will be looking closely at China margins. I still feel we have time before $9. My modest Nokia position is still waiting for something big before it grows.

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