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Baidu, Inc. Message Board

jeffreber44 46 posts  |  Last Activity: Jul 31, 2015 3:46 PM Member since: Apr 7, 2010
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  • 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

  • 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

  • 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

    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?

  • 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.

  • 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.

  • 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.

  • 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

  • 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

  • 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

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

  • 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

  • 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

  • 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

  • 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

  • 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?

  • 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.

  • 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

    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 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.

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