Nokia Corporation Message Board

speadeemon 420 posts  |  Last Activity: May 15, 2013 3:25 PM Member since: May 7, 2010
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  • Here is why.

    Elop already guided 27% increase for Q2. I believe he'll hit that number. But what is the catlyst for continued growth in Q3?

    Lumia 925. I believe that exclusive deal with Vodaphone to carry the 32GB models is a very big deal and through some way will help to guarantee that Elop can guid 27%+ gain for Q3.

    That takes us to Q4 and if you think that this won't be huge you are delusional. New flagship. Some form of "EOS" (I still don't think 41 megapixel...just don't see it). Dreamworks and Nokia working on something..so think promotions with holiday season. More apps and updates from Nokia and MS. More Q4 growth.

    The obvious terd in the punchbowl is feature phone sales, and I think they are going to do what it takes to get to break even. Quite frankly, that's all they need to do if they are banking their future on smartphones.

    *IF* that plays out well, then count on a credit upgrade. I think before the end of the year, but before end of Q1 latest in my opinion.

    I'm just not sure what else there is to say. I think I'm done watching Nokia daily although it's good to keep up on news and stay informed.

    I feel good about the direction and the future and if you are a long, I hope you can find that same peace as well.

  • Reply to

    If you're a board member...

    by thearizonacardinals May 15, 2013 1:26 AM
    speadeemon speadeemon May 15, 2013 3:49 AM Flag

    Just looked. Are you talking about here: themobileindianDOTcom/news/11905_Apple-iPhone-5S-with-13-MP-camera-coming-in-July ? If so, how is that phone any different looking than the iphone5? storeDOTappleDOTcom/us/buy/home/shop_iphone/family/iphone5?product=IPHONE5 I don't see the difference. Yup Apple seems to be going down the same road as all the other camera manufacturers in getting into the megapixel race. It won't result in a better quality picture (actually worse quality), but you won't be able to convince anyone of that.

    Obviously, the thickness of the phone is not a red herring. That's why we have a 925 without built in wireless charging.. Sizewise, The 808 went from 18mm down to 14mm. Could you honestly see a flagship phone with those specifications? Would millions jump on the phone just for the sensor? I just can't see it. What I can see is Nokia innovating imaging enough to stay ahead of Samsung and Apple to maintain the claim of leader in imaging.. Dont' forget the investment they have with Pelican Imaging. They mentioned something about seeing a first product in 2014. Would be pretty cool if that was meant to throw Sammy and Apple off the scent (assuming there are any secrets nowadays). We''ll see..

  • Reply to

    If you're a board member...

    by thearizonacardinals May 15, 2013 1:26 AM
    speadeemon speadeemon May 15, 2013 2:50 AM Flag

    OK.. So I just watched it. I'm going to guess that Jo Harlow wasn't very happy with her performance (nor her Boss).

    Other than that though.. and keep in mind this was a press conference...I thought it was pretty good. They were able to show all the capabilities. I thought the new camera functionality is pretty impressive. Did you think about the fact that they did a live demonstration off a pretty slick piece of software and it went off without a hitch? I remember Mr. Jobs having egg on his face a time or two.

    There has been lots off complaints about only 16GB storage available. but looks like Vodaphone has the exclusive on the 32GB models for the time being.

    Overall a really nice phone with some great capabilities. They emphasized an improved antennae. Should be interesting to see how that pans out. So, it's been about 6 months since the 920 came out. That's just about right. Look at next flagship in fall..late fall.

    Unfortunately everyone is talking 41 megapixel EOS. I think there is a next to nil chance that there will be a 41 megapixel camera phone with Windows 8. Everyone complained about the thickness and weight of the 920. There are quite a few whiners about the very very small "hump" on the 925. a full on 41 megapixel camera phone would be too much. Besides, companies pretty much know what the other is doing and Nokia..IMO will do enough to be out in front with imaging.

    The big thing with the next flagships is that they need to have equal specs to the other flagships (sd cores, screen) coupled with better imaging, unique Nokia design and build quality coupled with improved Windows Phone and hopefully some more high profile apps.

    The sky is not falling folks :-)

  • Reply to

    Who the hell want's a metal phone anyway?

    by ineedastock May 14, 2013 5:23 PM
    speadeemon speadeemon May 14, 2013 8:19 PM Flag

    Hey, i was looking at the site to see what you guys pay for a 920 on contract.. saw the pulldown that was for colors and saw punainen. So now I know my first Finnish word :-) Thanks "Red" :-)

  • Reply to

    Who the hell want's a metal phone anyway?

    by ineedastock May 14, 2013 5:23 PM
    speadeemon speadeemon May 14, 2013 6:12 PM Flag

    Whose your contract with?

  • Reply to

    Setting up camp now...

    by fr3nchmodel May 13, 2013 6:55 PM
    speadeemon speadeemon May 13, 2013 11:05 PM Flag

    Take care French. Good luck with your next broken down, busted up company that's on the comeback trail :-) You are one of the good guys.

  • Reply to

    Yikes. 251 million shares

    by go_nokia_go May 13, 2013 4:38 PM
    speadeemon speadeemon May 13, 2013 6:28 PM Flag

    OK, so after a little more research. Here is what I got from the Dodge and Cox site:

    global stock fund: .......................6458425
    international stock func............142529200
    dodge&cox stock fund................82286400
    balanced fund..............................16040260
    247,314,285

    looks like the global,and international and balanced funds don't have the same SEC filing requirements. getting above my head now :-)

  • Reply to

    Yikes. 251 million shares

    by go_nokia_go May 13, 2013 4:38 PM
    speadeemon speadeemon May 13, 2013 5:27 PM Flag

    Here are 3 links to step you through the process:
    secDOTgov/edgar/searchedgar/webusers.htm (click on Company or fund name link *first*)
    clicking on the link will take you here:
    secDOTgov/edgar/searchedgar/companysearch.html
    Enter in "Dodge" in the Company Name box and click on "Find Companies"
    That takes you here:
    secDOTgov/cgi-bin/browse-edgar?company=dodge&match=&CIK=&filenum=&State=&Country=&SIC=&owner=exclude&Find=Find+Companies&action=getcompany
    Click on the first Dodge & Cox Link
    That takes you here:
    secDOTgov/cgi-bin/browse-edgar?action=getcompany&CIK=0000200217&owner=exclude&count=40&hidefilings=0
    In the Filter Results Box, enter 13f-hr and click on Search
    That takes you here:
    secDOTgov/cgi-bin/browse-edgar?action=getcompany&CIK=0000200217&type=13f-HR&dateb=&owner=exclude&count=40

    That show you ever single 13f-HR filing that, in this case, has been made by Dodge and Cox. You can also see the latest filing as of today where you can verify the information. There is no more current SEC information than that.

  • Reply to

    Yikes. 251 million shares

    by go_nokia_go May 13, 2013 4:38 PM
    speadeemon speadeemon May 13, 2013 5:19 PM Flag

    FYI.. SEC Filing Guidelines:
    Question 25
    Q: When must I file Form 13F?
    A: Your initial Form 13F filing generally must be submitted for the quarter ending December 31 of the calendar year when you first meet the $100 million filing threshold on the last trading day of any month during such year. See Rule 13f-1(a)(1) under the Securities Exchange Act. Such filing is due within 45 days of the end of the quarter ending December 31 of such calendar year. See FAQs 28-29.

    They are right at the tail end of the 45 day filing guideline as of todays filing. You should check out the SEC site and specifically the 13f-HR filings. That is where Valuewalk, Nasdaq and other sites are pulling their information...except you can get it "right from the horse's mouth"

  • Reply to

    Yikes. 251 million shares

    by go_nokia_go May 13, 2013 4:38 PM
    speadeemon speadeemon May 13, 2013 4:56 PM Flag

    hmmm.... I think that is an error. The 13f-hr doc filed with the SEC dated today shows they have 123,511,531 shares. Up 25 million from last reporting period when they had 97,978,393 shares. Current report here: secDOTgov/Archives/edgar/data/200217/000119312513215976/d531341d13fhr.txt

    Still, that's a huge increase. They have also dropped their cost basis down to where they are now profitable for the first time in a long long time. persistence pays off.

  • Reply to

    A tip of my hat...

    by fr3nchmodel May 13, 2013 2:47 AM
    speadeemon speadeemon May 13, 2013 3:43 PM Flag

    Feel the same way on all counts (except I'd switch a motocross race for the braves game :-) )

  • Reply to

    A tip of my hat...

    by fr3nchmodel May 13, 2013 2:47 AM
    speadeemon speadeemon May 13, 2013 3:28 PM Flag

    I remember this post:
    fr3nchmodel fr3nchmodel • Mar 28, 2013 12:09 PM Flag1 users liked this posts users disliked this posts 2 Reply In my opinion we do have room but i don't think we'll visit the $1 or $2 range again.
    Bought USG @ $6 sold in the high $20's and CLWR @ 1.05 SOLD @ $3.
    Msg boards of downtrodden stocks are filled with downtrodden posts, but that's where the money is.
    So i put on my clown act in-order to survive the drivel and jump in my Batmobile after the 2,3 or 4 bagger has been accomplished and rush back to the batcave and join Alfred to finish our game of cards.
    You really don't wanna know what Robin does...

    Probably got his 2 bagger and has found another downtrodden stock with a shorter term upside.

  • Reply to

    Very Large Aperture f1.2 Lens in Nokia Catwalk

    by jkitchar May 13, 2013 3:21 AM
    speadeemon speadeemon May 13, 2013 4:12 AM Flag

    I know enough about photography to be dangerous, but when it gets down into the nitty gritty technical details, I'm over my head. f1.2 would make sense though. I'd hope a slight improvement in sensor as well. Nokia would smoke them at low light/night, but daytime must be equal to or better than whatever is out when this phone is finally released.

  • Reply to

    Very Large Aperture f1.2 Lens in Nokia Catwalk

    by jkitchar May 13, 2013 3:21 AM
    speadeemon speadeemon May 13, 2013 3:31 AM Flag

    Hmm... Catwalk.. "Cats have excellent night vision and can see at only one-sixth the light level " What's that going to do for shots were you want more DOF? variable aperture within a small range maybe?

    We'll see soon enough!

  • Reply to

    A tip of my hat...

    by fr3nchmodel May 13, 2013 2:47 AM
    speadeemon speadeemon May 13, 2013 3:15 AM Flag

    Who was that masked man anyway? Hi-yo, Silver! Away!

  • Reply to

    3 mysteries left unexplained

    by thearizonacardinals May 13, 2013 2:11 AM
    speadeemon speadeemon May 13, 2013 3:07 AM Flag

    Maybe to coorespond with a Holiday release? Gotta think a lot of WP/Nokia things going on late fall.

  • Reply to

    3 mysteries left unexplained

    by thearizonacardinals May 13, 2013 2:11 AM
    speadeemon speadeemon May 13, 2013 2:58 AM Flag

    Here's another article: valuewalkDOTcom/2013/03/nokia-and-dreamworks-pushing-the-limits-of-mobile-experiences/

    "Nokia Corporation (NYSE:NOK) (BIT:NOK1V) (HEL:NOK1V) has signed an agreement with Dreamworks Animation Skg Inc (NASDAQ:DWA) to offer users an immersive, energetic and genuinely thrilling experience. The two companies announced the agreement during the Mobile World Congress in Barcelona. DreamWorks chief of Digital and New Business Development, Jim Mainard, said the cooperation is not just about doing something well, the two companies want to do something that has never done before.

    For almost two years, Mainard has been trying to bring a mobile experience that will push the very limits of mobile operating systems and hardware. Nokia App Development team saw Mainard’s vision, improved upon it and encouraged the company researchers to bring it to life. Jim Mainard said the competitive mobile market requires you to differentiate your products. And Nokia platform has the right mix of capabilities.

    ...... small cut ..

    The Lumia maker has innovative hardware and great services. Dreamworks Animation Skg Inc (NASDAQ:DWA) has popular movies and characters in its stable that families and kids want to engage - #$%$ in Boots, Madagascar, Shrek and How To Train Your Dragon. Put them together and something exciting will surely happen.

    “Some of the strong elements, for at least the first service that we are building together, will encompass augmented reality with location-based services wrapped around one of our beloved franchises,” said Mainard.

    Dreamworks Animation Skg Inc (NASDAQ:DWA) Head of Worldwide Franchise Strategy and Distribution Kelley Avery said that when people engage with DreamWorks’ movies and characters, they just want to come out of the theater and live that experience. By joining hands with Nokia Corp, the company can give people deeper experience with its brands and characters.

    The app is expected to be release late 2013.

    Interesting.

  • Reply to

    3 mysteries left unexplained

    by thearizonacardinals May 13, 2013 2:11 AM
    speadeemon speadeemon May 13, 2013 2:23 AM Flag

    1. not sure but my feeling the whole time is that it isn't some breakthrough in solar charging..guess the hint will click at some point soon :-)
    2. don't know
    3. Just found this..suppose to hear something about some apps later in the year: conversationsDOTnokiaDOTcom/2013/03/01/nokia-and-dreamworks-animation-telling-magical-new-stories-together/
    "Mainard and his colleague, Kelley Avery, DreamWorks Animation’s Head of Worldwide Franchise Strategy and Distribution, teased us with a few morsels of what we have to look forward to.

    “Some of the strong elements, for at least the first service that we are building together, will encompass augmented reality with location-based services wrapped around one of our beloved franchises,” said Mainard.

    Avery added:

    “When people engage with our movies and our characters, they want to walk away from the theatre and live that experience. I think the one thing that really attracts us to Nokia is that through our new mobile platform, families can have a deeper experience with our brand and characters.

    “They can create their own story every day and live their own adventure, which is what they want to do. They want to play the games, read the books and know everything about these characters.”

    More details will be unveiled later in 2013 when the app becomes available. In the meantime, like in any good story – we’re pretty certain the ultimate reveal will be well worth the wait.
    "

  • Reply to

    apple in hudge deat cat bounce

    by harleymark457 May 13, 2013 12:42 AM
    speadeemon speadeemon May 13, 2013 1:29 AM Flag

    Not sure.. couple things I read said 138 million per quarter and another said ~11.50 per phone for Pre-4g/LTE technologies. Here's an interesting article from SA on Nokia patents centering on 4g/LTE seekingalphaDOTcom/article/820881-nokia-patent-portfolio-an-untapped-goldmine

  • Reply to

    apple in hudge deat cat bounce

    by harleymark457 May 13, 2013 12:42 AM
    speadeemon speadeemon May 13, 2013 1:05 AM Flag

    .................. got nokia? ...................

NOK
3.85Jun 19 4:00 PMEDT