Thread: Let's talk Nokia stock. Really.
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switch-hitter is offline switch-hitter
2013-01-10 , 19:06
Posts: 207 | Thanked: 552 times | Joined on Jul 2011
#1192
Originally Posted by szopin View Post
while TA will cry that symbian app store was the greatest (in terms of size he might even be right) it was the most tiresome for devs. so many symbian versions (s30/40/60/v3/v5) even if one Nokia phone had a good app it was EXTREMELY unlikely devs spent extra 3x more work to support all keyboard layouts/screen resolutions etc.
If it took devs 3x more work they were doing it wrong.


Originally Posted by szopin View Post
You should also take these numbers with a bit of salt. TA gives numbers for Q4/Q1, while a slump is visible this way, the slowing growth (thanks to the greatest failed and superbly marketed concepts of N97/mini) would be much more visible with monthly data.
Please provide a link to the monthly data you have.


Originally Posted by szopin View Post
Feb announcement is 2 months into the failure Q1.
It was the start of February so it was only 1 month in. Also the Symbian Foundation was closed in Q4 2010 so it's quite possible carriers had already delayed reordering NOKIA products until they had clarified what was going on there. That's certainly what I would have done.


Originally Posted by szopin View Post
The memo wasn't an unsupported leak.
No, it was a press release.


Originally Posted by szopin View Post
A lot of people with instant access to the data decided a change to strategy was vital.
This was a vital strategic decision? Any strategist with more than half a brain should be able to predict the outcome of announcing his own products obsolete nearly a full year before he'd have anything viable to replace them with and he certainly wouldn't contemplate exclusively adopting an OS that was already a well proven failure.


Originally Posted by szopin View Post
If Q2/Q3 released devices were a hit you'd not see any big change in sale figures. People still buy good products.
NOKIA's customers are carriers and retailers not the end user, I doubt the buyers in such companies are in a hurry to order products that have been publicly announced obsolete. If I were a buyer in one of those companies on the day Elop announced Symbian/MeeGo EOL I would have phoned my contact at NOKIA and told them they could stick all open orders right up their 4r53 (and I'd expect them to take back any stock I couldn't shift too). Not only that but I'd think twice before having any further dealings with them.


Originally Posted by szopin View Post
Yes, live in pink Tomi's world where everyone was happy with Nokia and the words 'burning platform' came out of nowhere. It is not that every analyst was scared of how fast sales were dropping (from June/July so by the time Q4 hit the praised Tomi growth was FAR FAR FAR below expectations).
Please provide a link to the data showing the sales dropping, NOKIA's accounts show them increasing. Their initial financial statement in Q1 2011 also stated they could have sold even more if it weren't for component shortages.


Originally Posted by szopin View Post
aside from lunacy in his post judge his appraisals: Symbian as top app market, lol.
In terms of revenue it was second only to Apple's app store, it was bigger than the Android marketplace. That is a verifiable fact.


Originally Posted by szopin View Post
everyone knew Symbian was dead
Everyone, that is, except the tens of millions of people who continued to buy them.


Originally Posted by szopin View Post
I am yet to see how TA replies to overwhelming 920 adoption
Please provide a link to your evidence of 'overwhelming 920 adoption'.