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Baidu, Inc. Message Board

jeffreber44 181 posts  |  Last Activity: Jul 4, 2015 4:40 PM Member since: Apr 7, 2010
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  • The deals, with China Mobile Ltd. (NYSE: CHL) and China Unicom Ltd. (NYSE: CHU), cover just one year (unusually short) and will help the operators meet their rollout targets under the Broadband China plan, under which ubiquitous broadband access coverage should be achieved in rural areas (a minimum of 12 Mbit/s) as well as urban areas (a minimum of 50 Mbit/s but with gigabit broadband available in major cities).

    The agreement with China Mobile is worth up to RMB4.53 billion ($730 million) while the deal with China Unicom is valued at up to RMB3.59 billion ($579 million). Frame agreements include details of pricing and terms and conditions and enable operators to source what they need up to a stated limit, so actual procurement values over the year may fall short of the headline numbers.

    The deals are significant not only for the potential value to a company that is rebuilding its finances ahead of its impending sale to Nokia Corp. (NYSE: NOK), but also because they provide Tier 1 customer references for a broad range of AlcaLu technologies, particularly the vendor's NFV-related technology and the SDN capabilities developed by its Nuage Networks unit. (See Nokia's Suri Defends AlcaLu Deal Against Critics and Nokia & Alcatel-Lucent: What's Going On?)

  • It doesn't matter how much bashing or pumping is going on. As an investor I am locked in and will hold for all the developments that will occur with Nokia over the next 2-3 years. Whatever fluctuations happen in the meantime are irrelevant to me.

  • Reply to

    Call action tells me somethings up

    by jeffreber44 Jun 4, 2015 10:34 AM
    jeffreber44 jeffreber44 Jun 29, 2015 12:53 PM Flag

    This week looks to be a good time to get in.

  • Reply to

    Europe needs to cut Greece loose

    by bart.harris Jun 16, 2015 12:38 PM
    jeffreber44 jeffreber44 Jun 26, 2015 11:15 PM Flag

    Seems like the media has got you to. How so many people get swayed into buying into all this hoopla is illogical. Up one day down the next and people like you get fed and spew it out none other than on a yahoo message board for Nokia.

    Did you ever think Greece got taken advantage of by German lenders. The Greek's government corruption was what put the people in this situation and lenders didn't mind lending knowing Greeks would need to borrow again just to pay the interest on the loans. Absolute power corrupts absolutely.

    Housing crisis with bad mortgages around the world. Who's to blame, the crooked lenders or the morons who over extended themselves.

    Knock it off already. Both sides have done wrong. EU would be foolish to let Greece or anybody else leave the union.

  • Reply to

    Forbes article sheds light on Nokia and ALU

    by workaholicos Jun 26, 2015 6:08 PM
    jeffreber44 jeffreber44 Jun 26, 2015 6:38 PM Flag

    Very good read. I commented on how beneficial write-offs will be for Nokia after the deal, which they had left out.

  • jeffreber44 jeffreber44 Jun 23, 2015 1:14 PM Flag

    Nokia says it will be meeting later this summer to talk to car manufacturers about their HORIZON feature and how it will connect cars to the cloud. Still think HERE will sell......

    Sentiment: Strong Buy

  • Here, according to Siilasma, will be focusing on connected devices, enterprise solutions and cars, such as the embedded navigation systems Nokia's been showing off this week in Germany , aligning itself with self-driving cars.

    "We believe that location technologies and services will be pivotal in the next phase of the mobile internet, where more and more devices are connected to the cloud. We also believe that location will become an essential building block across all industries," he writes.

  • Reply to

    LG Electronics

    by lou62m Jun 16, 2015 4:07 AM
    jeffreber44 jeffreber44 Jun 16, 2015 11:41 AM Flag

    Patents have become increasingly important to Nokia since the sale of its handsets business. Alongside its networking arm and its soon-to-be-sold Here mapping unit, patents and R&D is one of three remaining business strands for Nokia.

    Nokia Technologies, the unit that looks after patents, saw revenue rise by 103 percent year on year in its most recent quarterly results. However, the business' costs were also on the up, thanks to what Nokia described as "increased activities related to anticipated and ongoing patent licensing cases".

    Sentiment: Strong Buy

  • Reply to

    Nokia mapping patents displaying strength

    by jeffreber44 Jun 4, 2015 11:03 PM
    jeffreber44 jeffreber44 Jun 8, 2015 1:11 PM Flag

    Nokia and Samsung have signed a cross-licensing agreement to bring the Nokia HERE maps app to Samsung smartphones and smartwatches.

    Nokia HERE maps app will charge users for map data and will also generate revenue from Samsung as due to the exclusivity of the app. Amazon and Samsung also pays the company for availing HERE data.

    Sentiment: Strong Buy

  • Reply to

    Nokia mapping patents displaying strength

    by jeffreber44 Jun 4, 2015 11:03 PM
    jeffreber44 jeffreber44 Jun 4, 2015 11:34 PM Flag

    How about they sort out potential litigation problems before they continuing doing anything illegal and who said Nokia will sell HERE? May has ended and Nokia has check mated everyone!

    Sentiment: Strong Buy

  • Reply to

    Nokia mapping patents displaying strength

    by jeffreber44 Jun 4, 2015 11:03 PM
    jeffreber44 jeffreber44 Jun 4, 2015 11:16 PM Flag

    4 June 2015

    Nokia updates its HERE offline maps data with 'millions' of changes

    Get ready for the rise in share price.

    Sentiment: Strong Buy

  • jeffreber44 jeffreber44 Jun 4, 2015 11:14 PM Flag

    It's commonly known people in denial tend to blame others for their own failures and in many cases the perception of reality eludes them. You are the classic example along with a few others on this board. I've bought Alu shares just so when the time comes I will tender all of them.

    Sentiment: Strong Buy

  • So far Nokia's patents were able to persuade Google, FB and Yahoo to cease mapping operations that infringed on Nokia's mapping group.

    Sentiment: Strong Buy

  • Alcatel Lucent SA :

    * Completes consultation of its French Group Committee (Comité de Groupe France) in connection with proposed combination with Nokia

    * French Group Committee indicated that it does not oppose proposed combination with Nokia

    * Board of directors of Alcatel Lucent expresses its full support for proposed combination, following the consultation

    * Says completion of consultation was required by French applicable regulation Source text for Eikon: Further company coverage: (Gdynia Newsroom)

  • jeffreber44 jeffreber44 Jun 4, 2015 11:08 AM Flag

    Global smartphone subscriptions to double by 2020

    Projections keep increasing month after month.

    Sentiment: Strong Buy

  • Interestingly enough over the past few weeks I have seen signs that tell me there is a lot of upside speculation based on the type of options being bought. I'm still heavily loaded in stock and have been out of options since they been riskier these past few months, but am looking to pull the trigger with another big gamble.

    Sentiment: Strong Buy

  • Google bought Nest for $3 Billion. HERE will have a much bigger role than Nest in the future. If Nokia sells HERE it will be above $9 Billion.

    Sentiment: Strong Buy

  • Reply to

    Xiaomi VP talks patents on CNBC

    by jeffreber44 May 28, 2015 11:17 AM
    jeffreber44 jeffreber44 May 28, 2015 4:49 PM Flag

    That nervous smile said it all. Trust me he has been trained to respond, but he is human after and he let his cards show. Don't forget Ericsson has been hitting back at Xiaomi and recently has forced them to produce their own processor to avoid some infringements. Eventually they might find it easier to pay a license because more than Eric will be after them and you can't get away from the wireless patents Nokia owns.

  • When asked, you could tell he was cautious/nervous on what he was saying. He stated as Xiaomi enters new markets they are working on licensing and patents. Yeah outside of China you are going to get into so much litigation you better work on those licenses.

  • jeffreber44 by jeffreber44 May 27, 2015 6:04 PM Flag

    Excerpt from newly released article May 27 2015

    Given all of this, could we see more ADR of SEP disputes in
    the future? Arbitration, and possibly also mediation, offers
    companies the opportunity to resolve international portfolio
    disputes in a more efficient and flexible way. On the other
    hand, they lack the discipline imposed by a judge and are often
    confidential, so the outcome cannot easily be used as leverage
    with other parties.

    In this context, it was notable last night that Vary
    described Nokia’s recent international arbitration
    with Samsung, regarding a portfolio licence, as "working very
    successfully".

    So we may perhaps see more use of arbitration in such cases
    to watch will be Nokia’s own mega-deal signed in June 2011 with
    Apple which, according to fosspatents 2014 reports, is due to be renewed before the end of
    2016.

BIDU
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