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

To: niceguy767 who wrote (34473)	9/2/2013 12:11:22 AM
From: pyslent	Read Replies (2) \| Respond to of 34857

"Where do you get this stuff from. ASP`s and margins from Lumias are higher than non-lumias" You'd be surprised what you can learn from an earnings report. results.nokia.com SmartDevices had a gross margin of 21.1%, but benefited from a one time inventory related allowance of 20 EU. Net that out and GM for Smart Devices was 18.4% Mobile phones does have a lower ASP (substantially so), but runs at a GM of 19.5%. I would assume Lumia 520 in particular has a lower GM than the Smart Device average of 18.4%.

To: niceguy767 who wrote (34473)	9/2/2013 11:47:43 AM
From: E_K_S	Read Replies (1) \| Respond to of 34857

Hi Niceguy - I was wondering what the license fee to Microsoft is per phone that uses their mobile OS. I recall something that it was around $25.00/phone. I think they also have some sort of minimum guarantee commitment to MS too. Based on some of the direct hardware costs I have seen, the license fee represent as much as 25% of the cost in building their Lumia phone. Any idea what the license fee would be to GOOGLE for the Android OS if built into similar hardware? My thinking is eventually based on the recent sales figures, Nokia can/could make a go of a "profitable" Lumia line w/ the MS OS. If they also added a similar Android line that emphasized their high end camera hardware (42MP design), Nokia should be able to capture even more market share. They would have two platforms and if/when the Ubuntu Linux variant OS hits the street, Nokia could leap frog the competition w/ some type of cross over PC/smart phone devise that runs on that platform too. Ubuntu Touch: a Linux OS breaks onto smartphones and tablets I am not sure what the license fees are for that OS but the key is to grab as much market shares across several platforms. There are going to be users that will migrate to one or more of the other platforms so they can stay with the same manufacturer. Maybe they can tie them together with some common "cloud" service similar to what Google now does that provides application syncing, a free cloud drive service and/or many other services yet to be developed. Perhaps that is what they were thinking w/ Microsoft as a JV partner. Their Cloud Service must work seamlessly across all of their platforms for all of their product lines too. It's just not clear from management what their strategy for their product mix is. Do they intend to offer products on other OS platforms and will they offer some sort of "cloud" service that will knit together all of their devises in a seamless way. Or, maybe their phones can be configured to use one or more of the "open" cloud services like Google. For me, Google seems to have the most open services today. I have experimented with Samsung "cloud" services but I did not want several of these services on all of my different devises. So far, Google works well but my two smart phones, tablet and TV/Internet cable box all use the Android OS. The only other computer devise I own is a legacy WindowsXP desktop. When some variant of Ubuntu is released most of my WindowsXP applications should run (either w/ a VM emulator under Ubuntu) and/or just run them using a browser in the cloud (ie. StreetSmart Edge w/ Citrix OS). Lot's of things still unknown from Nokia IMO. EKS