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Technology Stocks : Nokia Corp. (NOK) -- Ignore unavailable to you. Want to Upgrade?


To: Eric L who wrote (8385)1/26/2013 9:06:39 PM
From: niceguy7671 Recommendation  Respond to of 9255
 
Those numbers demonstrate that 50% of of AAPL revenues (if I understand the chart) are derived from Americas and Greater China, where, at the moment, NOK has paltry revenues.

Please feel free to correct me, as may be your wont, but it seems to me that AAPL's 50% in those 2 markets is at risk to NOK if VZ/NOK rumours hold up and if the preferential ChinaNOK network deals pan out in 2013.

Looks like NOK has an unusually huge opportunity in these 2 markets in 2013 with its Lumia product lineup complimented by its, as yet unannounced new additions to its lineup, to gain significant marketshare in these 2 markets, which, if so, could see NOK outperform most analyst 2013 estimates!

I just don`t get why analysts don`t see this the way I see it (and c24)..but that`s what makes a market...and that`s what provides huge returns to those who see, ahead of the analyst curves, what is likely to transpire, rather than relying on what analysts tell us has transpired!



To: Eric L who wrote (8385)1/26/2013 9:33:37 PM
From: tinaqm2 Recommendations  Read Replies (1) | Respond to of 9255
 
<"People sometimes forget that China has an extremely flush upper tier population and the segment of its population that can justify the TCO of high end subsidized Lumias is probably as large people wise (as opposed to percentage wise) as the equivalent population of Europe. That is a big market and one Samsung Nokia and Apple will all be chasing even as Huawei and ZTE move their Android and/or Windows Phone ranges upstream.">

Absolutely! Such segment is very sensitive to the fashion trend (as matter of fact, the whole Asian high end market seems more or less "fashion driven" IMHO). One can't underestimate publicity on either upside or downside. iPhone 5 lost quite a bit its majestic attraction there compared with its predecessors already. Any further erosion can't be a good news - or at least reduce its negotiation power over China Mobile.

Not sure Apple can afford "lower end" iPhone in China market, which could further dilute its social status/brand, unless Apple wants to change its current business model.

Sorry for OT on NOK board. But, it may have effects on the whole mobile market including Nok's.



To: Eric L who wrote (8385)1/27/2013 8:07:19 AM
From: Lahcim Leinad  Respond to of 9255
 
Today entry level Series 40 and the Series 40 Ashas, particularly the new full-touch models which will compete with the lower end Android smartphones (both branded or whitebox) produced by Huawei, ZTE, and other Chinese manufacturers are significant to Nokia's regaining share in China but the full range of Lumia's are also especially significant in the worlds largest mobile device market. - 8385
Nokia's Low-End Asha Is Outselling Lumia Two to One