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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (38489)7/11/2010 12:51:19 PM
From: Spekulatius   of 78742
 
re NOK - I am aware of the fact that the North American phone market is an anomaly on the world and NOK position is much stronger elsewhere.

In the US NOK seems to have lost the war totally and is almost no-existing. The buzz is around the IPhone but increasingly with the Android phones. it does seem that GOOG has created a real winner with the Android OS and I think it will take over Nokia's Symbian.

I do think that the whole phone market is going to be an entire new game - with winners and loosers. NOK looks like a looser but they may be able to hold onto more market share than their lousy stock price suggest. For me, that's a hard bet to make, since I see so much competition - a myriad of Android phones (new names like HTC, GOOG), Palm may be revived by HP, incumbent RIM and of course the IPhone. My most likely outcome for NOK is that it will become a value trap.
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