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Baidu, Inc. Message Board

jeffreber44 37 posts  |  Last Activity: Feb 21, 2015 9:36 AM Member since: Apr 7, 2010
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  • Nokia is back!

    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

  • Espoo, Finland - 5 January 2015

    Pursuant to the announcement made on July 31, 2014, Nokia Networks has now completed the business transfer of a part of the wireless network business of Panasonic System Networks Company Limited (PSN) in Japan. As originally stated, this includes the transfer of fixed assets, employees and relevant contracts from Panasonic to Nokia Networks.

    Will improve efficiency and quality control for product development and R&D

    The agreement covers Panasonic’s mobile phone wireless base station system business for mobile operators and related wireless equipment system business. This acquisition enhances Nokia Networks’ existing mobile broadband capabilities and is expected to reinforce and further improve efficiency and quality control for product development and R&D, as well as strengthen its market share for base station systems and related wireless equipment in Japan.

    Click to Tweet: #Nokia completes acquisition of part of Panasonic’s wireless networks business in Japan @nokianetworks http://nokia.ly/14gItug

    The acquisition includes:
    •Panasonic’s LTE/3G wireless base station system business
    •Related wireless equipment system business
    •Fixed assets and business contracts with Panasonic’s customers get transferred to Nokia Networks Japan
    •More than 300 Panasonic employees involved in the transferring business

    Ashish Chowdhary, Chief Business Officer at Nokia Networks, said: “With this acquisition, Nokia Networks will single-handedly contribute towards the domestic and overseas business of Japan’s operators, and also benefit from synergies in terms of efficient product operations and focused R&D efforts. Furthermore, this acquisition also provides us with the opportunity to tap the potential of the Carrier Mobile System market – a key focus area for our business in Japan.”

    With proven base station technology, along with an industry-leading portfolio and strong footprint in the Carrier Mobile System Market, Panasonic is one of the most trusted brands in Japan’s telecommunications landscape.

    Did you know?

    Japan, globally renowned for its innovation capabilities and high quality standards, is a key market in Nokia Networks’ strategy to focus on becoming the highest quality and most innovative mobile broadband company. Nokia Networks is the only foreign vendor to supply network infrastructure, software and services to all Japanese operators.

    Sentiment: Strong Buy

  • I've taken the time to buy the last few days into attractive positions. Nokia is still my favorite. I have an aggressive long-term strategy, meaning I try and buy with every dip. When you get past the market's day to day hoopla the focus should be on individual stocks and Nokia will progress past any of these market interruptions.

    Sentiment: Strong Buy

  • jeffreber44 by jeffreber44 Dec 18, 2014 11:07 AM Flag

    Looks like Chinese phone manufacturers will finally be paying royalties.

    "The court today gave Xiaomi a temporary permission to continue importing phones which are based on chip sets from Qualcomm," as long as it puts 100 rupees ($1.56) per phone into an account with the court, the Swedish company said in a statement. "This is a temporary decision until the court in the first instance can look into the matter more closely."
    Ericsson said the next hearing on the issue is scheduled for Jan. 8, and it will argue that no Xiaomi devices should be allowed no matter which chip set they use because all of them are using Ericsson technology.
    "Xiaomi needs a license from Ericsson for all of their phones imported to India, which will be clarified in the upcoming hearing," Ericsson said.

    Sentiment: Strong Buy

  • jeffreber44 by jeffreber44 Jan 8, 2015 4:13 PM Flag

    I've been buying shares of Nokia for the past three years and am very pleased with returns. This is due to the fact I've bought on the dips and held knowing this company has a lot going for it. I adverted a huge mistake two days before the Microsoft Nokia deal. You see, a month before I sold the majority of my shares and considered waiting for a drop in price before I buy back in. Well for whatever reason made me question that if I thought this was a good company, then why is my money out of the stock? With that I bought back in and two days later the Microsoft deal happened.

    The morals are many. Timing the market is just a gamble. Believing in a company and not panic selling takes discipline. I almost sacrificed a huge gain. From then on I have made good gains on both options and the stock. My options have suffered the past 6 months, but holding onto my shares is the best thing I see doing because Nokia's business is performing exceptional. If you follow the company as closely as I do you can see past the ignorance that's out there and realize what Nokia has.

    Think of the catalysts from the Microsoft deal and HTC settlement, how positive the share price reacted and understand that we are approaching similar events this year and next.

    Sentiment: Strong Buy

  • jeffreber44 jeffreber44 Dec 22, 2014 3:35 PM Flag

    Two big days back to back. January 8th is a big court date in India for patents between Xiaomi and Ericson, which will have implications to Nokia.

    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

  • Typically when a stock has a bad year the next usually does better. Let's face it, Nokia's market performance has been flat in 2014. The hard work to turn around this company has really shown and the fruits of this labor are about to shine. With what will be another great quarter of high margins and a continued growth in market share, Nokia awaits the upgrades many institutions said they would give the company many months ago if it could keep up the trend.

    We are also closer to the many licensing undertakings that have been in the works. Not only that, but QE out of Europe will also drive growth that will benefit Nokia greatly. By the time January Earnings comes, I expect Nokia closing in on $9.

    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

  • jeffreber44 by jeffreber44 Jan 23, 2015 1:09 PM Flag

    Neat stuff.

  • 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

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

  • 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

  • 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.

  • 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.

  • 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....

  • 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.

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