nokia shares, worth a punt...
Discussion
http://www.google.co.uk/finance?client=ob&q=NY...
could they be worth it?
Just a few bad decisions with microsoft and not high profits, but could they go back up?
could they be worth it?
Just a few bad decisions with microsoft and not high profits, but could they go back up?
davepoth said:
Where do they go from here though? Their market is in basic phones for the developing world at the minute, but they need a competitive and popular smartphone offering.
In some markets such as India their product is being copied mercilessly . So they do not benefit froThat either
Or alternatively.... look at how much cash Apple has, and how much it is generating each quarter, how long that is likely to continue. Then look at it's share price that appears to have flatlined due to Job's ill health.
The cash will keep coming in regardless and eventually the share price has to reflect this. Much better punt than Nokia or Microsoft in my book.
The cash will keep coming in regardless and eventually the share price has to reflect this. Much better punt than Nokia or Microsoft in my book.
By buying Nokia's shares you are backing them to deliver a killer product which I just don't see happening. 10 years ago they were the market leader and we all loved how intuitive the menu system was etc etc. The market has moved and they are in a product led business.....they've not delivered a cutting edge/must have product for years....and unless it's truly cutting edge/must have product they will not gain market share. By buying the shares you are taking a massive punt that their design department suddenly gets it right after years of under achieving....oh and they're competing with Apple who even if they don't even if they fall behind in the handset race have so many other ways of holding on to customers.
Jackleman said:
I think you could also consider Microsoft actually buying Nokia, the rumour mill recently started following the acquisition of Skype!
I don't get why Nokia would be on the radar just because they bought Skype ? Skype is a market leader in a totally new business...Nokia isn't. Sure Microsoft might want Nokia's handset business but they might just buy that and not the whole of Nokia....or they might just go out and do it themselves. I doubt Microsoft want Nokia's network business. They didn't buy a console manufacturer because they wanted to build X-Box. Beardy10 said:
I don't get why Nokia would be on the radar just because they bought Skype ? Skype is a market leader in a totally new business...Nokia isn't. Sure Microsoft might want Nokia's handset business but they might just buy that and not the whole of Nokia....or they might just go out and do it themselves. I doubt Microsoft want Nokia's network business. They didn't buy a console manufacturer because they wanted to build X-Box.
I think it is the handset business they might be interested in. As I said, it is just rumours at the moment but it does make some sense. Stock up on HMV and Focus stocks while you are at it.
They are dead in the water until they get new phones out later in the year.
Then does anyone really want a Microsoft Phone!?
Looks at the market share stats.
Android FTW. I bet their deal with MS prevents them creating any Android phones, therefore watch them die a slow death.
They are dead in the water until they get new phones out later in the year.
Then does anyone really want a Microsoft Phone!?
Looks at the market share stats.
Android FTW. I bet their deal with MS prevents them creating any Android phones, therefore watch them die a slow death.
Blackberry is also crap. Why are they down!?
They are down because nobody wants it anymore. No functionality. iOS and Android have loads.
Blackberry has nothing new on the table. So what is their competitive advantage? Especially given they have lost a ton of market share already. IMO they are in the same box as Nokia.
They are down because nobody wants it anymore. No functionality. iOS and Android have loads.
Blackberry has nothing new on the table. So what is their competitive advantage? Especially given they have lost a ton of market share already. IMO they are in the same box as Nokia.
Well they are business phones. But most business people I know who use them and compare with Android and iPhone find BB falls behind.
The benefit is the central control and management of the phone from HQ. All that requires is an app, which Android markets provide already and Im sure iOS will have something similar. So momentum is behind the new entrants. I cant see RIM doing anything different than what they do now.. Which is exactly why they have been losing market share.
To buy them means you see something the market doesn't..
The benefit is the central control and management of the phone from HQ. All that requires is an app, which Android markets provide already and Im sure iOS will have something similar. So momentum is behind the new entrants. I cant see RIM doing anything different than what they do now.. Which is exactly why they have been losing market share.
To buy them means you see something the market doesn't..
ringram said:
...To buy them means you see something the market doesn't..
The market does, but the market can be slow to react http://www.bloomberg.com/news/2011-06-21/rim-takeo...Ok so speculation rather than value investing?
Maybe worth a punt as you say, but MS is now tied to Nokia. Dell might make more sense. But I think the OS sucks and would be a millstone for them. I dont think there is any IP of value. They might want to buy market share/goodwill though. Question is, does the current value accurately represent this value or less?
The subtext of that article is that they are dead in the water and need a deeper pocket to bank roll them, much the same as RBS and Lloyds really
Maybe worth a punt as you say, but MS is now tied to Nokia. Dell might make more sense. But I think the OS sucks and would be a millstone for them. I dont think there is any IP of value. They might want to buy market share/goodwill though. Question is, does the current value accurately represent this value or less?
The subtext of that article is that they are dead in the water and need a deeper pocket to bank roll them, much the same as RBS and Lloyds really
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