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Technology Stocks : Nokia (NOK)
NOK 6.620+0.5%Dec 26 9:30 AM EST

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To: niceguy767 who wrote (34239)8/21/2013 7:28:57 PM
From: pyslent  Read Replies (1) of 34857
 
"
Word games? Better means better than Q2...i.e. better ASP, better volumes..."

You are using a very narrow and misleading definition of "better." In this case, higher D&S blended ASP means a greater relative contribution from Lumia than Mobile Phones, but is that a good thing? We will most likely be trading low margin feature phones for even lower margin Lumias. In Q2, Smart Devices and Mobile Phones had roughly the same gross margin (20%), but if the pundits are right, Lumia ASP and margin are coming down sequentially.
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