Nokia (NOK) Message Board

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Technology Stocks : Nokia (NOK)

NOK 6.535

-0.2%

3:27 PM EST

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To: pyslent who wrote (34474)	9/2/2013 8:01:37 AM
From: niceguy767	Read Replies (2) of 34857

You seem to be missing the major point: Lumias comprised about 15% of the volume mix in Q2 but provided almost 50% of the gross margin total. Obviously it's a very positive event for NOK when Lumias, be they nl 520 or other Lumias, are not only increasing in volume Q over Q, but also increasing in their proportion to the overall mix. Difficult to say what proportion of the overall mix that Lumia will need to achieve before D&S profitability is achieved, but I'd guess at 25%, NOK's D&S division will be very profitable, no matter the mix within Lumias. Obviously NOK's Lumias have hit the sweet spot with NL 520 and to construe that as any way negative is just plain wrong! By the way, the fast increasing 520 base puts in place a large potential jumping off platform for NOK's flagship products which are, at the same time as nl's 520 base is expanding, fanning out product wise and thereby providing a variety of flagship offerings for nl 520 users as well as non-W8 users.

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