Showing posts with label Nokia news. Show all posts
Showing posts with label Nokia news. Show all posts

FT Comment: Nokia is also worth waiting for it?

Nokia (Nokia)'s difficult to predict, at least not surprising. The company's past performance updated 4 times, each time leading to price fluctuations occur about 10%. Yesterday, is no exception: in the first quarter results released after a few minutes, the company is shrinking the market value of about one-seventh.

Such volatility shows significant fluctuations in the market can not predict the profitability of the Nokia situation. Management is equally so. This year has just passed and 4 months, the company has cut its forecast for operating profit margin by one percentage point, and by default they are not involved in high-end smart phone market. Nokia's operating system, as Apple (Apple) or Google (Google), which makes its high-end phone is not rare to see a substantial price reduction on the improvement.

The company constantly adjust product mix, so that it rings smart phone average selling prices fell more than 17% of shocking, is currently about 155 euros. The Apple iPhone is its 3 times the price.

Why should we worry? Smart phones worldwide mobile phone sales last year accounted for only about 15%, while Nokia still dominated the developing countries - and Credit Suisse (Credit Suisse) predicted that by 2015, developing countries will account for the total market demand for mobile phones 70% of demand. But the high-end mobile phone is the high profits products. Over the past 5 years, Nokia's gross margin has been between 32% to 38% swing, while the gross margin for each hit the top range, are more successful in the high-end mobile phone sales the occasion.

Investors have been very difficult to remember that feeling at the time. Nokia has long been committed to the operating system reform has been delayed for several months. It has been said, the system will be modified to re-join the competition in the market quickly. At the same time, Apple and other rivals have already updated the system again. Shareholders were told: be patient. Only this was expected, but hard to feel at ease.

Nokia against Apple to spend 8 billion U.S. dollars acquisition of ARM

From a consumer point of view, Intel and NOKIA cooperation, be a great news. Both the Atom processor's performance in the mobile platform, or fresh MeeGo system, make people feel expectations. But if from a competitor's point of view, this would be a good news?

It is no exaggeration to say that, Intel and Nokia combination of monopoly can be said is that the cooperation, Nokia may also be rough in the future the situation, select and Intel partnership. So, as Nokia's most powerful rival, Apple is how to deal with it? Perhaps looking for a mobile chip manufacturers, is a good idea, such as ARM.

Currently, including Nokia, Blackberry, Microsoft, MOTO, HTC included, and the Apple iPhone, iPod and iPad full line of products, including all use of the ARM processor, even including the Sony PSP and Nintendo's NDS. So if we can really buy Apple ARM, would be an Intel / Nokia alliance best fight back.

Perhaps some friends will consider that, ARM such a big company, Apple would like to swallow it is very realistic? This is the case, the acquisition ARM does not cheap, but for Apple, spend 8 billion U.S. dollars is not difficult.

Nokia may buy Palm

Kelley Drye & Warren LLP partner Henglikaili (Henry Kelly) recently said that Nokia is most likely to buy Palm.
The middle of the news this month, Palm has hired Goldman Sachs and Qatalyst Partners as a consultant for its search for buyers. Last week, sources said, as HTC, Huawei and ZTE have no intention of bidding for Palm, Palm Lenovo has been in the forefront of the acquisition.
But Kelly believes that Nokia is most likely to buy Palm. He said: "The issue in the acquisition of Palm, Nokia may be more serious."
Kelly said, Palm's patent covers a wide range, worth 1.5 billion dollars. Many smart phones, touch screen, and even Apple's iPhone were using the Palm's patented technology.
Kelly said: "Nokia and Apple are fighting the patent war, Nokia said the Apple iPod, iPhone and Mac are infringing its patents. If Nokia's acquisition of Palm, it will increase the likelihood of winning the lawsuit."
Nokia has 11.5 billion in cash, could easily acquire Palm. In addition, the Nokia back in 2007, once considered the acquisition of Palm, were later dropped. Today, the opportunity to come again.