In my opinion, OPK is a ballsy, astute leader. He took the ultimate gamble, trusted his department heads knowledge and vision, and hedged his bets on his massive lead, big warchest of cash and IP, and the analysis of the future in mobile, and has taken advantage of the results to set Nokia up to dominate and become one of the largest companies in the world for years to come.

GROWTH

The global converged device market in developed countries, save the sliver still left in the US, is mostly mature with little prospects for massive growth rates. However, the "Next Billion" mobile tech users will mostly come from the BRIC markets of Brazil, Russia, India, and China.

Nokia is currently the leading device seller in each of these markets, and has the most solid and affordable device lineup in the industry, with absolutely no competitor at many low price points. Their prospects on the low to midrange is excellent.

The US market hasn't slowed yet, and is actually driving the industry at the mid to high end. Nokia has gotten both major GSM carriers in the US to adopt Ovi Store billing, both now carry Symbian devices, and they just announced the first 5 band 3G world phone with the most advance camera hardware ever seen on a mobile device. It is possibly the best specced mobile on the planet, priced 20-35% lower than devices in its performance bracket.

It is assumed at least one of the US carriers will subsidize the N8, as two of its colors are not available at launch. I am assuming the blue one will be an at&t exclusive, and the orange one for Orange. Just a guess. Either way, progress in the US is right on schedule. In just 6-8 months, Nokia should announce even more advanced hardware, ushering in the launch of their MeeGo and Symbian^4 unified software ecosystems and devices. With one universal model for the entire world, production costs will be lower, as well as software support.

SERVICES

Say what you will about Ovi, but in the BRIC markets, they are eating massive chunks of the market. It also protects Nokia from flagging hardware sales, and gives the devices longer profitability from time of sale. They are entering a fresh US market and have carrier support.

Aside from Google and Microsoft, only Nokia has a compelling service portfolio. Apple's is not as robust and mature, though it is different, and focused on media sales. The fact Nokia has a hat in the game at all is great, as they already control a decent part of the market, and can address other parts with its Qt cross platform software.

They also have the best map data on earth in Navteq. So they have been solidified for revenue streams in every device made by anyone if they desire to address their market, with services, maps, and a cross platform app ecosystem they can proliferate upon the market whenever they wish.

Seriously, stock price can be manipulated. But results can not. All of their losses can be recovered easily with the tools they have acquired, whether they sell devices ever again or not. THAT is the magic of it all. The fact that they will, and will sell more than anyone else, and embed their services at a platform level, without having to spend all of the money making Symbian anymore, is a comfortable position to be in.

Just saying. I would love to hold onto some Nokia stock for the next 5 years.