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Baidu, Inc. Message Board

jeffreber44 51 posts  |  Last Activity: Jul 31, 2014 11:22 PM Member since: Apr 7, 2010
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  • "As the service providers deploying LTE expand beyond the early movers in the US, Japan and Korea, we are seeing a shift in vendor shares towards those with exposure to other regions," explained Chris DePuy, Vice President at Dell'Oro Group with responsibility for Wireless Packet Core coverage. "This has recently benefited Nokia in particular."

    Expect a big second half for Nokia.

    Sentiment: Strong Buy

  • We are less than one month away from the second half of the year when NSN is said to really shine. So far everything Nokia has said has been in line with expectations. For one, this makes me confident as an investor and two, with that type of track record, I'm sure we will see $10 soon.

    Sentiment: Strong Buy

  • jeffreber44 by jeffreber44 Jun 3, 2014 12:11 PM Flag

    NSN 2nd half will be strong and licensing is going to make an impact. Suri pointed out the next few weeks...Nokia is going after royalties.

    Let the games begin.

    Sentiment: Strong Buy

  • jeffreber44 jeffreber44 Jun 3, 2014 12:03 PM Flag

    Did you see what Apple did after they paid their last dividend....up $45. I think Nokia will see a rise as well after all the upgrades it just received and the new aggressive IP compensation Nokia is going after.

    Sentiment: Strong Buy

  • jeffreber44 by jeffreber44 May 24, 2014 12:04 PM Flag

    Nokia is saving now that the phone division is gone :)

    Sentiment: Strong Buy

  • This is from 5/21/2014 relating to the first LTE network in North Africa that was just deployed.

    Under the contract, Nokia provided its Single RAN Advanced solution based on its high-capacity, scalable Flexi Multiradio 10 Base Station for the majority of the LTE network. In addition, it deployed its cloud-ready NetAct for efficient network management across technologies. The company’s comprehensive services including network planning and optimization, network implementation, and care services such as hardware and software services ensured the speedy and smooth rollout. In addition, Nokia provided a security solution, which included a solution from Juniper Networks, in order to protect both the operator’s network assets and end users’ privacy.

    Sentiment: Strong Buy

  • jeffreber44 jeffreber44 May 2, 2014 1:15 PM Flag

    Good point bill. Nokia is worth more than the avg joe knows.

    Sentiment: Strong Buy

  • jeffreber44 by jeffreber44 May 2, 2014 1:04 PM Flag

    The Street seems pleased with both the CEO announcement, and with the strategic outlook for the company’s business, but even more enamored of the enormous amount of cash that will be on the books even with the capital plan laid out.

    Canaccord Genuity‘s Mike Walkley reiterates a Buy rating on the shares, and raises his price target to $10.25 from $10, writing that “with the cash infusion from the sale to
    Microsoft combined with the longer-term potential for increased high margin licensing sales, we believe Nokia shares represent an attractive long-term investment.”

    “In fact, we were very encouraged by management’s new strategies announced today with a strong focus and aggressive tone relating to its new licensing strategy post the sale of its Devices and Services business that required cross licensing agreements.” Walkley raised his 2014 EPS estimate to 33 cents from 26, but cut his revenue estimate to #$%$12.1 billion from #$%$12.6 billion.

    Citigroup‘s Ehud Gelblum reiterates a Buy rating and a #$%$7 price target (with a #$%$9.66 sum-of-the-parts valuation), writing that ” All in, the CEO appointment and dividend and share repurchase programs are as we had been anticipating with the amounts of each quite reasonable. While some might question the size of the repurchase, we believe the company has time down the road to invest further in buybacks when the current authorization expires.”

    Adds Gelblum, “We believe the share repurchase program could increase over time, a la MSI [Motorola Solutions], particularly as Nokia gains more clarity regarding its additional proceeds from Samsung and Apple over the next several years following negotiations over IPR royalties in 2015 and 2016.”

    The appointment of Suri represents “continuity,” he writes: “We believe the appointment of Suri speaks to the continuity of the company and its current structure and likely implies limited M&A in the near term. Suri is widely credited with the turnaround at NSN and the major division’s margin impro

    Sentiment: Strong Buy

  • NOK posts Q1 EBIT of $420 million, above the Capital IQ consensus estimate of $278 million, driven by an operating margin of 9.3% in Networks (at the high end of guidance of 1% to 9%), reflecting a more favorable revenue mix and efficiency gains.


    Who will get to $9 first Nokia or bbry? Both won't have a phone division soon.


    We maintain our 12-month target of $9.50, based on a '15 P/E of 24.4X (vs. its five-year forward average of 35.3X). We adjust our per-ADS profit forecasts to $0.32 from $0.37 for '14 and $0.39 from $0.38 for '15. NOK posts Q1 EBIT of $420 million, above the Capital IQ consensus estimate of $278 million, driven by an operating margin of 9.3% in Networks (at the high end of guidance of 1% to 9%), reflecting a more favorable revenue mix and efficiency gains. Last month, NOK sold its handset unit and it indicated net cash stood at $9.8 billion as the end of Q1, on a pro forma basis.

    Sentiment: Strong Buy

212.38-3.67(-1.70%)Aug 1 4:00 PMEDT

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