Can we please all remember not going out of our homes for days/weeks at a time this past Winter if we lived in a non-temperate area? Plus the dollar. Double whammy for sure.
But I think we fare well. GDP plummets so FED won't move. That's relative strength/support for Euro/Dollar, a positive. If it was the weather and the dollar that sunk 1st Quarter GDP, neither of these affects Nokia/Alu? In fact, Ericsson cited the slowdown of Verizon and ATT, while NOkia was building out in China and India, corrrect? Doesn't this also bode well for upcoming earnings --
Now, FED gets spooked, holds up on backing off QE (or market anticipation this will happen), so dollar get softer, Euro pops a little, and isn't this good for us too?
Earnings coming - maybe a negative, not a build into earnings, because there is anticipation about integration timing (long) and costs?
I haven't been keeping up lately (although I should more given my investment in NOK). Isn't the Samsung arbitration about to ripen? That's kind of scary, and exciting.
That article on Software Defined Networks was interesting. Market looks like it will explode 15-fold in the next 48 MONTHS and that NOK/ALU is very well positioned.
Also, ex dividend date coming 5/5, although I don't really understand the potential share price movement because of this. Insight appreciated.
Glad to see today's sinkage is being driven by a network profitability shortfall during the quarter driven by margin mix -- and not
massive cynicism about the acquisition, or merger, or whatever one wants to call it,
outlook (although mid-range now 8-11, not high end, big deal).
Network Topline was good, strategic value of the linkup is indisputable, patents performed and so did HERE (support, at least for a good price tag) and there are some very weak global financial conditions today (especially in Europe), dragging down the whole market.
I do wonder about the Samsung Arbitration and if that's a next shoe to drop at some specific time this week? I remember someone saying this Friday, tomorrow? Is that a firm release date for a decision?
Also, the dollar has been sinking with the prospects waning that the FED will let up on QE. But I don't know that 1.11 is sustainable now, which could make for some more downward pressure on the NOK ADR's.
I don't disagree with you. This quarter, however, wasn't the Network profitablity low, something like 3% margin vs. a much higher analyst estimate, driven by an unfavorable mix? That's a short term issue, is my point, whereas the longer term picture looks very strong. NOK's scale/share now, along with the complementary, synergistic ALU Portfolio seems to be very attractive strategically. Not to mention the cash position post HERE sale, if that's still on the table.
Looks good. HERE pending bidding war - and who/why is doing more for NOK PR than all recent efforts combined.
Not to mention the upgrades, European Market doing great today, oversold condition, dividend drop yesterday -- and more. Seems so logical that stock would fly today, hindsight is so wonderful.
I heard the Chairman's comments -- that it is entirely possible that HERE will not be sold. Is this a negotiating ploy, are might they really be considering this? Would be a very exciting component of the business, add a lot of sizzle.
Will you look at that PR?
Someone wrote yesterday or the day before, "we'll see 7's today."
That was depressing since my average cost is $8. I didn't think we'd be down here, at this time, but that was pre-ALU, pre the HERE situation, which is really extraordinary.
Also, ALU's performance and outlook this morning, Management's comments and support of the deal in its current form, so many doubts got put to bed -- It's a great day today and being reflected in the path back up, notwhithstanding all of the other factors that drive the price of the ADR's.
Everyone kept talking about the mobile tsunami - and it came/didn't disappoint. Mobile has been the catalyst that has evolved consumers from an alalog to a digital life.
Isn't the internet of everything a tsunami that is already rolling, and isn't NOK ALU up front? Are we talking about a growth company here, and accordingly, a different, better, higher multiple? Just asking.
(Resulting) trade deficit
Rate Hike Delay versus expectations
Alu Merger/Acquisition or whatever it is
GDP Falloff (driven, I believe, by high dollar and weather)
And then, all capped off by a weak quarter -
I think prospects are very, very bright if they execute, dont' get bogged down by the French (a tall order) and with a little luck on the arbitration side. Then, how much cash for HERE, or the wildcard, do they keep it.
I believe you misinterpreted the post. NOK's price to sales is very low for the sectors its competing in.
I know these have probably been covered, and I do recall seeing some discussion a while back about the dividend being watered down by the foreign taxes and possibly fees.
But still -- what is this I see --
3 transactions total on the ETrade account
- the net dividend (a deposit into my account)
- something that says it's the dividend, but is negative (a deduction) and about 12.7% of the total
- something that says it's a fee, about 2.75% of the total
So it looks like about 15% of the total dividend got lopped off, what he hey his that
But what about the accelerating, orders of magnitude increase in data transmission? Will solutions for Carriers' meeting and managing these new capacity requirements shift some of the power back to the network providers?
Being a layperson to the Industry, looking in, this would seem reasonable to me.
Then it's not a bad deal after all. The taxes are taken out up front, withheld like this right from the brokerage account, I guess? No more than this approximate 15% due?
And what about IRA accounts? I have some NOK in there too and it's a tax deferred account, so they withhold anyway? Not familiar with the dividend world but will be increasingly now cause no spring chicken. Dividends + appreciation in the right, evolving mix is the ticket for many.
U talkin to me? maybe you misread my post from a year ago that you just drug up. It was prescient. the Category was commoditizing in front of my eyes and I was just holding up a mirror. Is there something wrong with you?