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Technology Stocks : Nokia (NOK)
NOK 6.585+0.8%Dec 24 12:59 PM EST

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To: sylvester80 who wrote (34229)8/21/2013 4:04:29 PM
From: niceguy7671 Recommendation

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FJB

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You are not listening. Of course, with the volume explosion of lumia 520/521in Q3, overall smartphone ASP will decline. That's a given!

What we have been discussing is the notion that a declining smartphone ASP (i.e W8) is necessarily a negative event for NOK, a contention with which I vigorously oppose and propose the rationale that even with lower W8 ASP, overall ASP is likely to improve over the Q2 unit ASP of 44.58 euros...and, further, if we get a unit volume bump, it is reasonably likely that Q3 will positively surprise.

Bernstein and Tero Kuittinen are just wrong in their assessments imo...for the reasons above.
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