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Affymax, Inc. (AFFY) Message Board

smithofborneo 132 posts  |  Last Activity: 21 hours ago Member since: Oct 16, 2004
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  • smithofborneo smithofborneo 21 hours ago Flag

    Jeez, they sound like an amateurish bunch. The latest stories about Ali Baba makes them sound the same.

  • There's been a flurry of articles about Apple now along with Google are threatening to take over the auto industry and about Google and Facebook threatening to take over the telcos - ATT, Verizon etc. This puts Nokia in a wonderful position in my mind. It has superior products and will work with any of these. Nokia is bound to appeal the telcos and to the auto industry first and foremost though because it is superior and because it is friendly. At the same time Nokia will work with Google, as they already have done, and with Apple if it suits them. Stuck in the middle with superior technology is a great place to be. I wonder if this situation is what Suri was thinking of the other day at MWC when he referred to the Networks industry possibly disrupting the IT industry and not vice versa as was threatened. Is this what is interesting about the Flash deal? Can Nokia show the telecom providers how to compete with Google in the mobile advertising space. These threats provide a lot of motivation to try Nokia's technology both in terms of the big data crunching and in terms of network speed. These things also apply to the auto industry, except that the auto industry is doing a better job than the Telecom industry. They already live in a very competitive environment. Interesting times for all these players and none more so than for Nokia that is in the sweet spot of all this.

  • smithofborneo smithofborneo 22 hours ago Flag

    Good one!

  • "Europe must do more.
    European telecom growth in the offing:
    "The Juncker package of 315 billion Euro is a huge opportunity in that respect. Investment in digital infrastructures is clearly part of this Commission priorities. We are taking steps towards adoption of the Commission proposal on European Fund for Strategic Investments as swiftly as possible so that new investments can start flowing later this year. We have also worked with Member States to define a pipeline of possible projects. Member States have already identified almost five hundred proposals for ICT and broadband projects representing a total investment sum of 151.7 billion Euro in the next 3 years. The interest is there, and I encourage the sector actors to support the relevant Member States proposals;

    - Access and connectivity are core issues for the Digital Single Market strategy announced by President Juncker. In May the Commission will present this Strategy, feeding into the June European Council. But for me, it is clear that a Telecom single market is a cornerstone to the Digital Single Market.

    To conclude:

    With 5G, Europe has a great opportunity to reinvent its telecom industrial landscape. But 5G is much more complex than earlier generations, and it requires committed partnerships not only with the traditional telecom actors but more generally with the vertical usage sectors. It also requires new ecosystems of software developers. 5G is also a bold opportunity to spearhead the digital industrial transformation of Europe, and to support the Digital Single Market.

    We are now at the cross road of exciting developments. I expect that the EU industry at large will set the path towards an ambitious 5G technology development and deployment roadmap. And the Commission is providing undivided support to the roll-out of these promising new technologies, at single market and global scale."

  • Reply to

    NOK predictive marketing press release

    by iliketoplaygolf Mar 2, 2015 8:21 AM
    smithofborneo smithofborneo Mar 2, 2015 2:17 PM Flag

    Yes, look at this:
    "Notes:
    *T-Mobile has seen a six-fold increase in campaign click-through when replacing generic messages with customized ones using Nokia Mobile Marketing suite."

  • Reply to

    Takeaways from Suri presser in Barcelona

    by jonesdrifter Mar 1, 2015 2:35 PM
    smithofborneo smithofborneo Mar 2, 2015 9:09 AM Flag

    I agree with you about Suri - he really knows his stuff.
    Another takeaway that was intriguing was his assertion that it could be network creators (like Nokia) that would be disrupting the markets of the IT industry (Google? Apple?) rather than vice versa. And the reasoning behind this was the centrality of the network to the programmable world and the need for things to be super-reliable and super fast. He said that Nokia etc. operate at these levels but that the IT world doesn't.

  • Reply to

    Nokia N1 from Foxconn's point of view

    by smithofborneo Feb 28, 2015 12:19 AM
    smithofborneo smithofborneo Feb 28, 2015 12:21 AM Flag

    Cont. "Facing a transformation period, Hon Hai must increase investments to upgrade its competitiveness, Gou added, pledging to invest an additional NT$70-$80 billion (US$2.2-2.5 billion) in Kaohsiung's flat panel factory. It also plans to set up an 18-story research and development center in New Taipei City's Tucheng district.

    Hon Hai will continue to invest in the telecom industry, pledging to join in the bidding for the fifth-generation (5G) mobile technology if Taiwan opens such bidding for the next generation technology."

  • "Terry Gou, chairman of Taiwan's Hon Hai Precision Industry, vowed to move towards developing the integrating innovation design manufacturing (IIDM) from the original equipment manufacturing (OEM) model, stating that the robot industry will eventually surpass the auto industry, Taipei's Want Daily reports.
    Hon Hai, trading as Foxconn Technology Group, the world's largest electronics contractor manufacturer, has since late 2014 decided to focus on the development of Industry 4.0 following a trend started by Germany. Hon Hai's transformation has won the recognition of the outside world, having attracted world-class enterprises, including Nokia, seeking cooperation.
    During Thursday's New Year's mass congratulations Gou said Hon Hai has been in close cooperation with Nokia, saying Nokia's N1, which won the 2014 best Android tablet PC award last year, was the result of bilateral cooperation, in which Nokia is in charge of brand and core telecom technologies while Hon Hai takes care of the rest, including the Internet of Things (IoT), patents, and next-generation wireless technology. This proves that Hon Hai is moving towards the IIDM model.
    Hon Hai's Industry 4.0 will focus on integrating cloud computing, mobile devices, big data, smart living, smart work networks and robots, Gou said. He sees a sound outlook in developing robots, saying the robot industry will definitely become bigger than the auto industry in the future.
    Hon Hai's developing robots aims to use them to help its workers and facilitate the production process, as the products have become more precise, with human power alone being difficult to complete all the processes. As Hon Hai employs more than one million workers globally, reaching the company goal of a 70% automated workforce will take at least three more years, he said.
    Facing a transformation period, Hon Hai must increase investments to upgrade its competitiveness, Gou added, pledging to invest an additional NT$70-$80 billion..."

  • smithofborneo smithofborneo Feb 27, 2015 3:21 PM Flag

    It's okay, I got it - on Nokiapoweruser.

  • smithofborneo smithofborneo Feb 27, 2015 3:17 PM Flag

    Great! Where did you read that?

  • Reply to

    This might be interesting

    by smithofborneo Feb 26, 2015 3:21 PM
    smithofborneo smithofborneo Feb 26, 2015 3:40 PM Flag

    Yes. Worth looking out for.

    (But you keep you're head down, Frenchie, there's people out there that's gunnin' for ya. Best wear a disguise, I reckon.)

  • smithofborneo by smithofborneo Feb 26, 2015 3:21 PM Flag

    Speakers
    Rajeev Suri, President and CEO, Nokia

    Panel: The Road to 5G
    Date: Tuesday 3rd, March
    Time: 09:15-10:45 CET
    Location: Hall 4, Auditorium 1

    This keynote panel will discuss the vision and reality of 5G as the telecoms industry explores what 5G aspires to become.

    Speakers in the session:

    Moderator: Michael O’Hara, CMO, GSMA

    Other speakers:

    Günther Oettinger, Commissioner for the Digital Economy and Society, European Commission
    Ken Hu, Deputy Chairman & Rotating CEO, Huawei
    Dr Chang-Gyu Hwang, Chairman & CEO, KT
    Stéphane Richard, Chairman and CEO, Orange
    Steven Mollenkopf, CEO, Qualcomm Incorporated

    **********

    Some big players there - it could be interesting to see where Suri and Nokia appear to stand in this company, both as thought-leaders and as technologists. I often feel my due diligence is a bit lax on checking out the competition. I do try to do it but I know I find it easier to sniff out the positive stories on Nokia, which is not difficult because they do seem to be doing well. But it would be nice to see some confirmation of a general sense of respect for Nokia from their peers. We might be able to get a sense of that at this meeting.

  • Reply to

    Did anyone notice

    by chickenlittletomessageboard Feb 25, 2015 11:19 AM
    smithofborneo smithofborneo Feb 26, 2015 1:57 AM Flag

    Best way.

  • All conjecture, but interesting enough:
    "The plot

    Rumor has it that Sony (SNE) is looking to sell the Xperia unit (original source: Reuters). Tomi Ahonen in his Communities Dominate Blog , argued that Nokia (NOK) could be one of the most suitable buyers for the Sony smartphone unit.

    Tomi Ahonen estimated that the Xperia unit could be plausibly valued at 4.5 Billion, given the last deals in the Mobile phones industry (i.e. Motorola to Lenovo and Nokia to Microsoft (MSFT)). Additionally, he stated that the deal blocking Nokia from returning to the smartphone business will run out in the end of the year. Therefore, buying the Sony unit, running it until the end of the year and then rebrand it “Nokia” could be a good solution for Nokia.

    Why Sony?

    So if Nokia were to return to smartphone market place, why choose Sony Xperia unit as its entering door? First of all, Sony makes wonderful products since ever. Presently, it has serious difficulties in having profits, but this has more to do with marketing than anything else. Additionally, the Xperia unit has worldwide presence, with a portfolio 100% smartphones (no feature phones). It would be a great match for Nokia own heritage as a top mobile phone producer.

    Does a return to origins makes sense for Nokia?

    I believe that from a business perspective the answer is a clear yes! The Nokia brand is still worth a lot in the mobile space. Even if the Nokia-Microsoft years tarnished the brand, a significant number of consumers would be willingly happy to try phones made by an independent Nokia. A clear indication supporting this argument is the demand for the Nokia N1 tablet. The first Nokia experiment in consumer electronics since selling the mobile phones unit to Microsoft caught the attention of a significant number of consumers, even considering the fact that Nokia was never a top player in the tablet marketplace (source: xda-developers).

    From a financial perspective things are not so clear. Nokia has a lot of ....cont"

  • Reply to

    Nokia HERE Maps need to power gps for 911 calls

    by planetnokia Feb 23, 2015 7:23 PM
    smithofborneo smithofborneo Feb 23, 2015 11:19 PM Flag

    Great idea! All police officers and control desks should have a copy.

  • Reply to

    Nokia N1 Billboards Surface In China

    by jonesdrifter Feb 23, 2015 9:33 AM
    smithofborneo smithofborneo Feb 23, 2015 1:37 PM Flag

    Those are really cheesy ads - not Nokia's style at all. Must be Foxconn's. But hey, I dare say Foxconn knows the Chinese mind better than Nokia.

  • Reply to

    Samsungs only option to survive

    by jeffreber44 Feb 21, 2015 9:36 AM
    smithofborneo smithofborneo Feb 21, 2015 1:57 PM Flag

    Sure, but you can't just insist on things in law, can you? If they have to pay, they have to pay. Whether the Chinese manufacturers have to pay, is a separate issue because that has to be decided by Chinese courts at the moment. Unfortunately, these things are not joined together. Each case is separate. There may be precedents but they are not set in stone. Each time there's a case the precedents are tested, no?

  • Reply to

    Welcome home

    by fr3nchmodel Feb 19, 2015 4:16 PM
    smithofborneo smithofborneo Feb 20, 2015 12:32 AM Flag

    A good way to start the morning. That was very funny.

  • Reply to

    N1 and Chinese New Year

    by swordfish47 Feb 16, 2015 10:40 PM
    smithofborneo smithofborneo Feb 17, 2015 1:08 PM Flag

    You too! I love it - the more new years the better.

  • Reply to

    The clowns chatroom

    by farhan8000 Feb 17, 2015 6:00 AM
    smithofborneo smithofborneo Feb 17, 2015 1:04 PM Flag

    Oh dear. You've lost it, Farhan. When you start throwing general insults around you give the game away - just as you did before when you made a mountain out of a molehill with your warnings about the options for pay awards being significant as a dilution of the stock. It is clear that you are not here for anything substantive. You're just like Nysexxx. You are just here to spread misinformation, doubt and distractions. As for Fr3nchie, he does a great job of seeking you guys out and ridiculing you. In other words, he helps keep the message board honest. Adios.

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