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-   -   Let's talk Nokia stock. Really. (https://talk.maemo.org/showthread.php?t=85965)

Dave999 2013-08-05 14:41

Re: Let's talk Nokia stock. Really.
 
I have a point. You just made it! I'm right again :)

gerbick 2013-08-05 14:48

Re: Let's talk Nokia stock. Really.
 
Quote:

Originally Posted by Dave999 (Post 1365053)
I have a point. You just made it! I'm right again :)

I'll up the ante... $52 dollars for your silence.

Dave999 2013-08-05 15:14

Re: Let's talk Nokia stock. Really.
 
Quote:

Originally Posted by gerbick (Post 1365054)
I'll up the ante... $52 dollars for your silence.

These Americans...Always waving borrowed money!

But, only for you. I'll be quiet in this thread for $53.

After all, I started this thread before people derailed it :)

uTMY 2013-08-05 15:34

Re: Let's talk Nokia stock. Really.
 
@Gerbick

"a cellphone is not a desktop replacement" for your purposes maybe so.

My point is very clear, for "A LOT OF OTHER PEOPLE IT IS" and I wager many more than your specific professional uses.

rgds

ps. I had forgotten photoshop runs on Mac.

pps. I qualified above saying both smartphone and tablet not cellphone.

Lumiaman 2013-08-05 15:36

Re: Let's talk Nokia stock. Really.
 
Quote:

Originally Posted by uTMY (Post 1365035)
@Lumiaman

Actually I agree with Switch, dead men walking simply don't outsell competitors.

However it was also clear that others like Apple and newcomer Android were progressing.

If Nokia had really wanted to distinguish itself it should have created a fully open stack to compete with Android and then built cross development tooling and frameworks to bring over the Symbian developers in a graceful migration.

Burning Symbian over night and then just expecting everyone to follow Windows like sheeples was just plain madness, no one wants Windows on their phones after 2 decades of Windows on their desktops except a small minority.

As I already said though that strategy has been and gone, Nokias only chance now is to create 100% fully open hardware and hope the world will forgive their recent utter disaster and that others will be willing and able to create new and viable phones such as Jolla, FirefoxOS, Android, YukBuntu etc.

ie, let the market decide what it wants rather than trying to forcefeed Windows onto the masses.

rgds

Symbian was dead man walking, they were giving Symbian phones away across Third World to keep up the numbers. I think they tried with Maemo, and Harmattan, but something was wrong with the leadership. Maemo 5 was the best product because it evolved from 700 devices, but for some reason it took sooo long to release N9, and still sooo imperfect. And this is all prior to Elop. Clearly leadership was not hungry enough to throw Symbian under the bus earlier and focus on a better platform. By the time Elop got to Nokia the OS camps were well delineated. And there are several posts from ex-maemo employees documenting the leadership issues that killed development of more open platforms.

Vast majority of people dont care if system is open or closed. They care how well it works. Although Android powers huge amount of devices, all I see around me are iphones and few lower end Androids. at least in the usa, most higher end users, use apple, with some android penetration but most of it at the lower end, and that is why the android numbers (just like Symbian in the past) look inflated. Nonetheless, whether open will win over closed system, is a point of semantics. Its amazing that Apple can produce a single phone a year and beat up on everyone. It tells you that people value quality and performance. I am curious what will happen when apple releases budget iphones....

In this forum people want open device so they can tinker. Great. 99.99999% of the people want it to just work, and that is what sells. n9 and N900 didnt work well. N8 was the biggest flop. All of this was prior to Elop. He could have gone to bed with Google, and it would have been me too. He went with WP8, a lesser me too. I wish they continued on their own OS, but I think he chose to focus on one thing and do it well. Maybe he should have focused on Meego, maybe he should have focused on something else. Maybe he just didnt trust the programming culture at NOKIA to trust them with software solutions (and they certainly didnt make it easy with N900 and N8 and N9).

I built a house out of steel reinforced concrete that can withstand 300 mph winds. The buyers could care less what was in the walls. All they cared was about the colors. There you go.

uTMY 2013-08-05 15:43

Re: Let's talk Nokia stock. Really.
 
@Lumiaman

Maemo is sufficiently CLOSED in enough parts that 3rd parties couldn't use it on other devices and make it their own, Hence little to no adoption.

Android "Source Code Available for Android 4.3
Android is an open-source software stack for a wide array of mobile devices with different form factors. .... We wanted to make sure there was no central point of failure so no industry player can restrict or control the innovations of any other. That's why we created Android and made its source code open." Hence large scale adoption.

obvious.

Not a failure of management or of the technology, just a fundamental missunderstanding of why OPEN is winning.

rgds

ps. it's "couldn't" care less! ... anything else is as upside down as the rest of your ideas.

Dave999 2013-08-05 17:23

Re: Let's talk Nokia stock. Really.
 
What is an high end user? LOL

"most higher end users, use apple"

Haha epic sentence. Thanks for that Mr cluelessness. :D

switch-hitter 2013-08-05 19:48

Re: Let's talk Nokia stock. Really.
 
Quote:

Originally Posted by Lumiaman (Post 1365060)
they were giving Symbian phones away across Third World to keep up the numbers.

And yet in Q4 2010 NOKIA's gross margin was 29.2% compared with 24.4% last quarter.

Here's another one for you:
In Q4 2010 NOKIA's ASP was EUR 156, last quarter it was EUR 157. Despite making hugely more desirable hardware now than then even NOKIA's ASP hasn't increased in real terms.

Plus this:
In Q4 2010 NOKIA sold 28.3 million smartphones, last quarter it was 7.4 million.
(and that's in a time period where the overall market has more than doubled in size)

And just for good measure:
In Q4 2010 NOKIA made an operating profit of EUR 884million, that compares to an operating loss of EUR 115 last quarter.


Quote:

Originally Posted by Lumiaman (Post 1365060)
Although Android powers huge amount of devices, all I see around me are iphones and few lower end Androids. at least in the usa, most higher end users, use apple, with some android penetration but most of it at the lower end, and that is why the android numbers (just like Symbian in the past) look inflated.

You always see what you want to see, you always believe what you want to believe.
- Tygers of Pan Tang


Quote:

Originally Posted by Lumiaman (Post 1365060)
I am curious what will happen when apple releases budget iphones....

There's a real possibility it will simply canibalise their sales of the high glamour iPhones just as the iPad mini has done to the iPad (iPad mini hasn't stopped Android overtaking iOS in the tablet market too).


Quote:

Originally Posted by Lumiaman (Post 1365060)
N8 was the biggest flop.

In Q4 2010 NOKIA sold 5 million Symbian^3 devices, if my memory serves me correctly that could only have been the N8 (which wasn't even released until the October). Any Lumia models selling that well yet?


Quote:

Originally Posted by Lumiaman (Post 1365060)
All of this was prior to Elop. He could have gone to bed with Google

He couldn't, his puppet master wouldn't allow it.


Quote:

Originally Posted by Lumiaman (Post 1365031)
You sound like a Brit still dreaming if empires.

Oh, FFS :rolleyes:
This pretty well sums up how I feel about my country.

switch-hitter 2013-08-05 19:54

Re: Let's talk Nokia stock. Really.
 
Quote:

Originally Posted by Dave999 (Post 1365084)
What is an high end user? LOL

"most higher end users, use apple"

Haha epic sentence. Thanks for that Mr cluelessness. :D

What's the difference between a Citroen and a giraffe?
One's got hydraulics the other's got high ...

Maybe 'higher end users' are giraffe shagg3rs?

Lumiaman 2013-08-05 23:26

Re: Let's talk Nokia stock. Really.
 
Quote:

Originally Posted by switch-hitter (Post 1365108)
And yet in Q4 2010 NOKIA's gross margin was 29.2% compared with 24.4% last quarter.

Here's another one for you:
In Q4 2010 NOKIA's ASP was EUR 156, last quarter it was EUR 157. Despite making hugely more desirable hardware now than then even NOKIA's ASP hasn't increased in real terms.

Plus this:
In Q4 2010 NOKIA sold 28.3 million smartphones, last quarter it was 7.4 million.
(and that's in a time period where the overall market has more than doubled in size)

And just for good measure:
In Q4 2010 NOKIA made an operating profit of EUR 884million, that compares to an operating loss of EUR 115 last quarter.


You always see what you want to see, you always believe what you want to believe.
- Tygers of Pan Tang


There's a real possibility it will simply canibalise their sales of the high glamour iPhones just as the iPad mini has done to the iPad (iPad mini hasn't stopped Android overtaking iOS in the tablet market too).


In Q4 2010 NOKIA sold 5 million Symbian^3 devices, if my memory serves me correctly that could only have been the N8 (which wasn't even released until the October). Any Lumia models selling that well yet?


He couldn't, his puppet master wouldn't allow it.


Oh, FFS :rolleyes:
This pretty well sums up how I feel about my country.

Let me remind you something that your memory doesnt serve you well. NOKIA board hired Elop because they clearly saw that Symbain was dead man walking. If Symbian was so great, how come NO ONE licenses it now, and how come in 2009, Samsung announced that they dropping Symbian, followed by a whole slew of other manufacturers that they are dropping the great Symbian platform by the fall of 2010?????

The sign of great companies is when they notice the need for change long before it becomes catastrophic. NOKIA leadership didnt plan well, didnt execute well, and were lulled by the numbers you quote above. Anyone using Symbian devices in 2009/2010 knew that this was inferior OS, waiting to fall dead. All pre-Elop.


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