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

To: niceguy767 who wrote (34239)	8/21/2013 6:39:01 PM
From: sylvester80	Read Replies (1) \| Respond to of 34857

It's all about smartphones. And every quarter that passes it's even more so. So what about Q3? Do you think profit or loss for D&S. And you welcome to think that they sold 100 mil phones. Cause what matters in the end is D&S profit or loss and if ASPs and margins went up sequentially or down. I know you think ASPs will go up in Q3 from Q2. What about margins? If margins go down, Nokia could sell 1 billion phones in Q3 and could still have a loss. When is the end in sight? When will D&S be profitable? Is it Q3 or not. Cause the reason why the stock is acting like a POS is because the street thinks it's another loss. And it thought that BEFORE the Bernstein writeup.

To: niceguy767 who wrote (34239)	8/21/2013 7:28:57 PM
From: pyslent	Read Replies (1) \| Respond to of 34857

" Word games? Better means better than Q2...i.e. better ASP, better volumes..." You are using a very narrow and misleading definition of "better." In this case, higher D&S blended ASP means a greater relative contribution from Lumia than Mobile Phones, but is that a good thing? We will most likely be trading low margin feature phones for even lower margin Lumias. In Q2, Smart Devices and Mobile Phones had roughly the same gross margin (20%), but if the pundits are right, Lumia ASP and margin are coming down sequentially.