SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?


To: sylvester80 who wrote (34259)8/22/2013 12:44:08 PM
From: pyslent1 Recommendation

Recommended By
Road Walker

  Read Replies (1) | Respond to of 34857
 
If the 1020 was an Android phone, you are right, we would not be having this conversation.

If Nokia were an Android vendor, who knows whether they would be like Samsung or more like HTC, LG, Sony, Motorola. By Q3, I expect Nokia will be selling smartphones in the 9 million range, comparable to all vendors except Apple and Samsung. Among those also rans, who would you rather be? A differentiated OEM with control over their underlying OS and a chance to build a business around WP, or yet another Android vendor? I don't imagine Elop is envious of his counterparts at HTC, LG, or Sony.



To: sylvester80 who wrote (34259)8/22/2013 12:48:33 PM
From: zax1 Recommendation

Recommended By
FJB

  Read Replies (2) | Respond to of 34857
 
Perhaps you should sell your stock in Nokia, Syl, if you don't believe in the path they have chosen.

To be clear, Nokia will not be making an Android phone and any point in any forseeable future. They simply won't be.
Nokia will not be firing Elop.
Nokia will not be changing their Windows strategy.
Nokia will attack both the high and value end of the market very aggressively. The value strategy will lower ASPs, not only for Nokia, but will suck the life from Apple as well; because it does in fact show the iPhone look like the rip-off that it is. The average ASPs for all smartphones will come down in the coming quarters as more people come to own smartphones.

If you have a problem with the above reality (that will not be changing) there is really no good reason I can think of for you to be holding the stock.