Massive movement in EUR/DOL this morning (upward) after the worst wage growth report in 30 years. The FED is data-dependent and the labor market is their key driver. So the hike could be delayed, and thus the jump in the Euro versus the dollar.
Wonder if there won't be significant follow through volume today as institutional buying picks up. These earnings gave the integrated organization a lot of credibility and the reaction seems unanimously positive on many fronts.
The fact that the Networks Division led the turnaround from Q1 was very encouraging. HERE's contribution to total company profitablity is irrelevant. The remaining Networks business seems to be VERY healthy.
Yeah, it's called far flung enterprise that is no longer a strategic fit, plus uncertainty of future earnings and the drain of focus it would create on the integrated organization. Sometimes a lot of discipline is needed to exit and their discipline is what is making Nokia win in the marketplace.
Amazing how much coverage VR is getting today on CNBC.
There will be technology halo effect -- awareness of Nokia's brand and leading VR technology in the Professional Segments first (where all of the purists begin) - a street cred that if managed right, can be leveraged with consumers.
Very well said, thank you. Can I ask a question?
Is SISU consistent with a nuanced understanding of consumers and consumer trends?
I ask because it seems to me that the genius of Nokia - and of the Finn people, has been the development, engineering and application of technology.
Why did they fail to see Apple's competitive advantage? Was it just that Jobs, with his Far Eastern influence and humanism - was just so in tune that none of us could expect to come close? Or does the stoicism and strength of the Finn culture not include an emphasis on this more humanistic perspective? Or did they just make a big strategic blunder (kind of like the one Microsoft made by buying the Brand later on)?
Whether it's the outsourced manufacturing and marketing model, or the foray this week into VR -- they don't seem to be making the same mistakes again. They seem in all aspects of their business to be forming/riding the early crests of emerging trends.
Can't wait to read the report this weekend. Headline seems to be that the combined entity (including individual ALU results) is healthy and well-positioned to win.
But a Company's culture is everything. It dicates how the world is perceived, strategy and execution, everything. I want to see Nokia apply the same genius they have to their technology -- to a deep, more humanistic understanding ot the consumer marketplace.
All of this, notwithstanding the tremendous challenge if integrating French culture and Finn culture. Or French culture and any culture.
But If Nokia, the Technlogy Leader -- can again become the Marketing Leader, we could see Suri's apparent vision really take hold. This thing could really rise again. That's what I was banking on when I started accumulating last August (too soon, as always)!
Very cool past 36 hours -- another sign of progress. Well played, Nokia.
ALU CFO just finished on Bloomberg (TV). Reiterated what's above -- fantastic quarter, cash flow positive, margins up, outlook strong.
Thanks. Makes me wonder whether the next few generations of meeting software may have us in different cities or countries, yet perceiving that we are sitting together, in the same room. At what point does flying through the air in a tin can spewing out hydrocarbons become passe?
Amazing -- you are admitting you are an internet tr-ll, that you are here on a mission to clutter up the board and to prevent any productive discussion, pro or con. And you don't care who knows it, you'll keep doing it anyway because you can. Does that pretty much sum you up, what you're calling yourself?
Zutkol8 - You've been posting here 24/7 for months, always cluttering up the board. Why did you re-set your alias minutes ago - just today, with this being like your 8th post in the new series?. What does it mean when an alias keeps interfering with any discussion, re-sets its alias over and over?
8 posts | Last Activity: 9 minutes ago Member since: Jul 28, 2015
Wondering if they will unveil their marketing/distribution partner(s) so the consumer product model starts to become clear. Also, huge Category -- any sizable share is significant.
Looka like your alias was created minutes ago, your first post, to answer mine, Kublican. What's that about? Did you have any comments on the upcoming VR intro?
The amount of data being streamed is increasing exponentially and expected to continue to do so.
Is it unreasonable to invest in the Segment, and specifically, in Nokia, to capitalize upon this?
A related question is, what Segment(s) is (are) Nokia operating in now, and what Segment(s) will they be operating in tomorrow, when and how does this change the business and the multiple?