Nokia (NOK) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Nokia (NOK)

NOK 6.810

-4.8%

Nov 4 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: sense who wrote (30968)	7/28/2012 1:54:16 PM
From: sense	Read Replies (2) of 34857

Clearly it's not ready to start eroding Nikon's business from the top end... and the element in the precision optics requirement for serious photography seems likely to generate a pretty significant barrier to scaling... But, it seems pretty clear that the entire lower end range of the digital camera market doesn't really have much of a reason to exist when smart phones are made MORE capable than low end cameras are... at being cameras... NOK will capture that portion of the market that "cares"... including some portion of decisions that will be made based on the ability to avoid buying a camera by buying a phone that is one. I don't have a clue how much influence that's likely to have in the market... over time. From a consumer perspective... it means that at some point "soon"... given a few product cycles... we're going to be getting NOK quality camera capability paired with Samsungs file sharing abilities... for less money than you'd spend on a pocket camera otherwise. Seems an inevitability factor exists there... even if only because there are probably a whole lot more phones being manufactured now than pocket digital cameras... Seems likely to me that the largest impact that emerges will be on the camera markets... without it necessarily making more than an incremental difference in the phone wars... So, maybe among the best bets you could place based on the awareness... would be the "picks and shovel providers" among the chip makers for the phone cams... or shorting the camera makers who depend on the low end of the market for survival ?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next