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To: niceguy767 who wrote (1477)1/10/2013 12:37:11 PM
From: Lahcim Leinad  Respond to of 2222
 
At first, Tomi's nightmare scenario seems way off:
Nokia Q4 smartphone sales are likely in the range of 4.8 million to 6.8 million this quarter, Q4 Christmas quarter of 2012. That would be roughly 31% of Symbian/MeeGo sales, 25% of old Lumia sales, and the remainder, 44% of new Lumia WP 8 sales. - Why Nokia Lumia and Windows Phone 8 will fail - ie will never become the promised third ecosystem
Because, Nokia said:
Total smartphone volumes of 15.9 million units composed of 9.3 million Asha full touch smartphones, 4.4 million Lumia smartphones and 2.2 million Symbian smartphones
But, looking at the above, Tomi took Asha completely out of consideration, as it runs the S40 system which he did not address. WIthout the Asha phones which he did not include in his analysis, his prediction of "4.8 million to 6.8 million this quarter" was spot on.
The decision to lump Asha sales into “smartphone” category will be controversial. Asha phones were a big hit for Nokia in Asia and Latin America during 2012. They helped Nokia reverse its market share losses in India and deliver two consecutive volume surprises in the second and third quarters last year. The Asha device volume in 4Q12 was 9.3 million units. This is now a crucially important category for Nokia, since Asha phones have ASP level far above the rest of Nokia’s feature phones – the best-selling Asha 311 retails at around $130 in many markets.

But Asha models are built on the S40 operating system and are widely viewed as feature phones by most industry research houses. Nokia is arguing that since you can now have fairly advanced email features, popular apps and games in Asha phones, they actually are smartphones. - Nokia earnings Q4 2012: =4.4 million smartphones, 14 million with Asha



To: niceguy767 who wrote (1477)1/10/2013 1:47:00 PM
From: Lahcim Leinad  Read Replies (1) | Respond to of 2222
 
Tomi's characteristic take? Something like, "Nightmare lipstick on that pig!" ;-)

Nokia Surprises Us by Releasing Q4 Smartphone Results Early. So 3% for Q4 and 5% for full year 2012? And they think this is 'good' ???

He was spot on with his 6.8 million max Nokia smartphones forecast though, that's for sure!