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Technology Stocks : Nokia (NOK)
NOK 6.810-4.8%3:59 PM EST
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To: sense who wrote (30969)7/28/2012 2:27:33 PM
From: Lahcim Leinad  Read Replies (1) of 34857
 
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 think this is more significant than maybe others believe.

Because nearly EVERYONE with a phonecam gets addicted to making photos and movies and sharing them. It's the newest, hippest way to communicate.

Let's face it: pretty much every phone OS on the planet now does pretty much everything, similarly well. Not a whole lot of difference between iOS, Symbian, Android or WP, when it comes down to getting stuff done.

The differentiator now is the camera.

Nokia is WAY ahead, in this department, IF they can produce a mass market appeal item with PureView inside, running anything but the Symbian they killed.

Like QUICK!
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...
Exactly. As I say to anyone who will listen: there is no justification anymore for buying a dumb p&s camera that costs $650 or more - the price of the Nokia 808 PureView now - cause the 808 is a p&s and SO MUCH MORE.

This does NOT bode well for dumb p&f camera manufacturers!
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 ?
Yup. Canon is already taking it hard on the chin. IMPRESSIVE sell volume lately...

CAJ: Gallery View - StockCharts.com - Free Charts

Nikon is also limping, lately:

NKN.F Basic Chart | NIKON CORP Stock - Yahoo! Finance
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