NOK... without the BS Message Board

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Technology Stocks : NOK... without the BS

NOK 6.910

-0.9%

3:59 PM EST

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To: Lahcim Leinad who wrote (94)	8/24/2012 8:23:30 PM
From: sense	Read Replies (1) of 580

That's a decent "perspective" piece... but, it's not overly self consistent... so better as history than as a foreshadowing of future events, IMO. I think MSFT owns the NOK debacle... and MSFT using NOK as a pawn in the OS chess game mostly shows that MSFT's got no game that matters now. NOK's failings in this market are MSFT looking in that magic mirror that shows them the future. I've said before that the result of failure here is NOK gets a fork stuck in it... and, then, perhaps MSFT finally gets a badly needed new chance at life when Ballmer finally succeeds in proving to MSFT's owners why his limits are going to prove MSFT's failing. But, it IS premature, still, to write the MSFT/NOK JV off as a total failure... given W8 does give them a last gasp chance at pulling something out of their... hats... that might make enough of a difference to matter. I'm doubtful that will happen... I see a couple of ways it could happen... I just don't have very much faith that MSFT or NOK management will ever be willing to take the sort of well measured risks necessary to look at where the puck will be... first because they don't know how to measure the risks... then, because they don't know the game well enough to play at a high level... and they have a failed understanding they've ingrained at the core... that says that following the puck around the ice is the "safest" path... They're right, too... right up to the limit that the intensity of the competition weeds out pedants.

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