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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

  • 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

  • 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?

  • jeffreber44 jeffreber44 May 21, 2015 2:57 PM Flag

    Reports say Nokia hasn't bothered to respond to the Autos. It's obvious with so many suitors that HERE is worthwhile to a lot of people. You're right, Nokia is calling the Autos bluff.

    Personally if Nokia gets $9 Billion today I would take it. Otherwise growing HERE or spinning off works either way. Let's just say Nokia has plenty of options however you look at it.

  • jeffreber44 jeffreber44 May 22, 2015 9:14 AM Flag

    So this morning Suri made it clear that Nokia is in no hurry to sell HERE. It should NOT be a shock to anyone. If you follow conference calls and what management says, you would knowt what Nokia is about. Here in lies the problem with Nokia's stock, NOT many people do this! and in turn make irrational views on Nokia. That is also a reason why the sum of Nokia's parts (divisions) are undervalued.

    The new regime in charge has done nothing to harm the company from the overall goal. People are complaining about the Alu merger. It makes sense to buy ALU. JPMorgan looked into it for Nokia and in the end JPMorgan bought tons of shares because they like what they see. I don't think you or I are any more informed, so give management the credit they deserve and don't be like Jim Cramer who once said I don't know why Nokia even exists to later eat his words on live tv.

    Like I said, Suri and management know what they are doing. They have a reason for putting HERE up for sale and it might not sell possibly due to Samsung's arbitration results.

    Sentiment: Strong Buy

  • 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.

  • 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

    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.

  • 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

  • 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

  • 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

  • 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)

  • 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

  • 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

  • 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 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 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

    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

  • 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.

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