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Technology Stocks : NOK... without the BS -- Ignore unavailable to you. Want to Upgrade?

To: Lahcim Leinad who wrote (94)	8/24/2012 8:23:30 PM
From: sense	Read Replies (1) \| Respond to 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.

To: Lahcim Leinad who wrote (94)	8/24/2012 8:53:10 PM
From: sense	Read Replies (1) \| Respond to of 580

That's a remarkable piece... Note, I'm not saying what it's a remarkable piece of... I don't have any quibbles with firing Elop, of course. Whether they opt to change strategies or not, Elop has already "stepped on it" and "stepped in it" in so many ways that the "worst CEO in history" tag seems likely to stick. But, the rest ? The piece appears to validate that the carriers are, with the full knowledge of the industry observers, operating an flagrantly illegal conspiracy to obviate free market function... in order to prevent consumers from having the benefit of the full function of the devices that they're buying. Talk about missing the elephant in the room. Two aspects worth mentioning, beyond that... One, is that is appears it is MSFT and not NOK who are being targeted by the anti-competitive behavior of the carriers, who seem, somehow, to have appointed themselves as "the channel"... even though there appears to be no rational reason that should ever happen in a free market... and the input here is that perhaps all NOK has to do to "succeed"... is to rejoin the club participating in the conspiracy, and if they join in the effort to harm consumers... they'll suddenly find their products are "acceptable" again ? Of course, the article avoids that issue by making it "about Elop"... even when that very specific issue clearly isn't "about Elop" ? If you were to admit that that is not "about Elop"... then, you might have to admit who and what it is about ? The other is that the subversion operated by the conspiracy of the carriers... appears even to have corrupted the critics... as you see here, with a vociferous NOK critic... who makes the error of thinking that it IS and SHOULD BE the carriers who are NOK's customers... and not CONSUMERS ?