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

To: pyslent who wrote (33791)	7/10/2013 4:06:16 PM
From: niceguy767	Respond to of 34857

Once NOK establishes its channels of distribution in US (i.e. MSFT stores, Best Buy etc, along with product for all price points with the carriers, one might anticipate the gap closing a little more swiftly in the US. At the moment, NOK's retail efforts in the US are in their infancy stage. Just need a little time before the US consumer climbs aboard. As for 6x smartphone market growth rate, I'm assuming that is global....and I'll take a global number over a US market anytime given that NOK is, in any relative sense, not very dependent upon the US at the moment.

To: pyslent who wrote (33791)	7/18/2013 1:08:23 PM
From: pyslent	Read Replies (3) \| Respond to of 34857

Not long ago, I predicted Lumia volumes in the US to be nearly a million in Q2. Now, I think we'll be lucky to break 600K. A year ago, Nokia launched the Lumia 900 and probably sold 400K. Spinning their wheels in the US. A year ago, on the back of the Lumia 900 launch, Nokia generated 128m EUR in sales on 600K shipped handsets (213 EUR ASP, which includes some feature phones, no doubt) in North America. In the MRQ, with Lumia's at 3 major US carriers, Nokia generated 123m EUR in sales on 500K shipped units (246 EUR ASP). Disappointing, as it seems like the US continues to be the focus of Nokia's attention. The ROI on that marketing spend has been anemic. Now we pin our hopes on 2 big launches this quarter (925 at TMobile, and 1020 at AT&T). The 1020 seems to be generating real excitement, but sales will be limited at that price point.