This Is Why I Sold Nokia

• Report this Comment On November 13, 2009, at 2:49 PM, TMFinept wrote:

  Tim, did you consider the fact that Nokia's launching several substantial smartphones this Q as a possible reason for their large, sudden decline in global smartphone market share last Q? They were selling off year-old models when the consumer market was anticipating the release of the N900, the E72 and the X6 all in one quarter.

• Report this Comment On November 13, 2009, at 2:50 PM, accelerando wrote:

  2015 - share of total global cell phone market -- apple 40, android based phones 40, other 20.

• Report this Comment On November 13, 2009, at 7:47 PM, Tasm01 wrote:

  Its all too easy to see nokia as a failure in the US because a) it didnt quite buddy up with the operators as much and b) not a rich portfolio of high end devices.

  BUT take a better look at the emerging markets... hmmm, India = Nokia > 60% market share... We may take internet for granted in the west but many people experience internet for the first time through their mobile in such markets... chances are its going to be a nokia, so nokia is in a competitive position to offer the OVI services also to these people (mail,music,maps etc)... At the same time Nokia is taking steps to fixing (a) and (b) above, for example it is now shifting focus to a richer high end device portfolio, take a look at the N900... Well, lots of potential here for Nokia in my view and lots of upside potential for NOK, risk reward ratio definately favours the bulls in my view - Go ahead and short if you feel like loosing money, or invest in Nokia and be a winner with them ;)

• Report this Comment On November 13, 2009, at 11:41 PM, InfoThatHelp wrote:

  It's virtual impossible for Nokia to fail, the world will not allow it. Nokia has over 3.5 billion customers who are totally loyal to Nokia, trying to dislodge them from Nokia is harder than removing the dots from a leopard. For the people who have never left North America, the handset world outside North America do not know what a blackberry is. You can wave a blackberry in front of their eyes without them paying you any attention. People outside North America love iPhones, but they are brainwashed to the n-th degree that the iPhone is outside their budget.

  Face it, 6.2 billion people know what Nokia is, Nokia is their cell phone, whereas only 330 million people know what a blackberry is.

  Nokia will be the number 1 handset in the world, you cannot change their minds.

  Americans love America. Apple, Motorola, Palm are American handsets, and Americans will buy American handsets to support the American economy. Rim is Canadian. It's not that the Apple, Motorola, Palm handsets are badly made, in fact, these American handsets are very well made making every American proud to own them, whereas the Canadian blackberrys are already generations behind in hardware, OS, and software.

• Report this Comment On November 13, 2009, at 11:57 PM, InfoThatHelp wrote:

  Nokia will remain number 1 with 45% market share. Apple will become number 2 with 30%, Android 20%.

• Report this Comment On November 14, 2009, at 12:46 PM, rajjames wrote:

  Sell AAPL and buy MOT. This is my advice. Wait, don't draw conclusion so fast, I will tell you why I suggest this.

  1. AAPL is $ 200 and say in 2010 it become $600

  2. MOT is $9 and in 2010 it will become $ 30

  Which one will happen first? I believe 2 so buy MOT even if you have to sell AAPL

• Report this Comment On November 14, 2009, at 2:40 PM, InfoThatHelp wrote:

  Good point, 3.33x is better than 3x. Moto is better positioned than Palm and Nok with the same token. But beware of losers like Rimm which may look like a low bargain but in fact is turning lower to $40 perhaps even less because Rimm's lost its competitveness in the face of Aapl, Palm and Moto. If you stay with iPhone, Android and webOS you should do fine. Dell looks like a dark horse.

• Report this Comment On November 14, 2009, at 8:42 PM, Akiraiaia wrote:

  I grew up in Europe now live in Asia and work with Nokia. While Nokia's share is declining even in Asia incl. India and titans like China mobile have announced to go with non Symbian platforms (but Android instead), I would go for Nokia because they did great in the past and have a relatively loyal customer base... But with some insights into this company, I won't for 3 reasons:

  1. This company has very bad business ethics and management internally is as political and bureaucratic as it can get. They have great ideas but can't execute any of them properly due to internal barriers.

  2. China is the worlds biggest mobile phone market with 660million users. China Mobile (80% share) announced to launch their own platform based on android NOT Symbian. Furthermore, Nokia hardly has any phone models that work with China Mobile's 3G network (wcdma).

  3. Samsung and to some extent LG are greatly growing marketshare in China, India and throughout most of the region at the expense of Nokia's ailing share.

• Report this Comment On November 15, 2009, at 2:03 AM, hary536 wrote:

  @Akiraiaia,

  It seems you are not a Nokia employee. Else i guess your ethics are even worse than Nokia's business ethics that you described above. (Being an employee, you should rather not rant on a public site like this if incase thats the reality, which i don't think so).

  1) I can agree that sometimes, their business decisions are not too good and their marketing is not as good as it should be, especially in US.

  2) I guess inspite of being a Nokia employee(if its true) you have no knowledge of what is happening in the Symbian ecosystem. Read this:

  http://www.nasdaq.com/aspx/stock-market-news-story.aspx?stor...

  China mobile has expressed support for Symbian foundation, which is encouraging for Symbian.

  3) I agree, lot of people think that Apple and Rim are eating Nokia's share, but most of them completely ignore Samsung and LG, which have eaten more market share of Nokia than others, especially in US. Reason being weaker Nokia ties with US carriers.

  But i think Nokia still has a good future. They may have lost market share now, but they can still regain it back. They(includiing Nokia's CEO) have realized and accepted their mistakes publicly. They have some good products lined up and Booklet 3g is also an extremely solid product. However, they still need to do a lot of work and they know that. Q4 of 2010 will be very important for Nokia as Symbain ^4 will start rolling out for first time in new handsets.

• Report this Comment On November 15, 2009, at 4:13 PM, InfoThatHelp wrote:

  iPhone 3GS put Apple within 3% from overtaking Research in Motion in the handset market in North America. Research in Motion is a Canadian company founded in 1984 as a pager making company. iPhone was founded in 2007 as Apple's first handset. Today, every handset made is a clone of the iPhone. Clones such as the blackberry storm, Palm Pre, Motorola Droid, HTC Hero, Samsung Moment. iPhone has been often imitated, but never duplicated.

  iPhone 4G and 5G will put Apple far ahead as the leader in handsets. By2011, the total handset market should be: Apple 70%. Palm, Motorola, Samsung, HTC, LG, Nokia should hold 25%, others including Research in Motion the remaining 5%.

  It is unfortunate for the Canadian Research in Motion which was founded by Mike Lazaridis in 1984. For the past 23 years, Research in Motion had consistently been a progressive leader in cellular technologies with innovations and breakthroughs, the blackberry was a respected brand name. But since 2007, Research in Motion lost its leadership in both innovations and quality. The blackberry storm was a disaster signaling the decline of Research in Motion. The quality of blackberrys had dropped significantly. The partnership with Verizon in its Buy1 Get1 blackberry free deals was a big blow to the blackberry brand name. Amazon sells brand new blackberrys for a penny. Research in Motion had already reached the end of its rope after 25 years in the business. Its Canadian counterpart, Nortel, was founded in 1895 and recently Nortel had also gone bankrupt selling off its assets. Research in Motion could be bankrupt in a few more years, just like Nortel.

• Report this Comment On November 15, 2009, at 10:53 PM, waitasec wrote:

  by 2015, there will be no cell phone in the world. People will be using personal computer with superior mobility, to do everything includ mp3, gps, email, phone, camera, fax, game, raido, etc, even watching TV.

  Whoever solve the battery, floding lcd, super lightwight keyboard or revolutionary input device, wins.

  So far there is no winner, yet.

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