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

To: niceguy767 who wrote (34463)9/1/2013 10:45:40 AM
From: pyslent  Read Replies (1) | Respond to of 34857
 
" Lumia's ASP's are far larger than NOK's non-lumia ASP's"

While that may be true, Lumia's GM% is not larger than NOK's non-Lumia GM%. As a whole, smart devices had a GM of 19% in the mrq (net of one time items), just a bit lower than those of Mobile Phones. It's going to get worse, if the 520 makes up a bigger percentage of the Lumia mix.



To: niceguy767 who wrote (34463)9/1/2013 1:28:53 PM
From: sylvester80  Respond to of 34857
 
Nokia Lumia ASPs vs non-lumia ASPs mean jack squat because the costs are also much higher. What matters is the difference between costs and ASPs or gross margins. And with falling Lumia ASPs gross margins are getting smaller and smaller. If profitability continues to be elusive for Nokia do not expect Nokia PPS to have any reason to move up, and plenty of reasons to move down. The street loves margin expansion and top line growth. Nokia has neither at this time.


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