b*6
2 楼
记得看过一个文章,说MM的存在,就是有人卖就必须买,有人买就必须卖。今天的天量
是不是机构都把NOK还给了MM?
是不是机构都把NOK还给了MM?
Y*N
3 楼
有人说,nok可能去3.8...
b*6
6 楼
大神们,NOK cash/share 3.89, book/share 4.16, 新品虽然有bug,但是也蛮成功,
还在往亚洲转移制造降成本。
3.8不管怎么样都有点离谱吧
还在往亚洲转移制造降成本。
3.8不管怎么样都有点离谱吧
b*g
12 楼
who is the fking mm?
g*g
14 楼
NOK这个LOSER 死路一条
L*n
17 楼
not an accountant, but just reading from the stats, here is my understanding
(comments from experts most welcome):
total shares 3.71B
Cash on hand(latest ER): 15B
Debt: 7B
------
Net Cash 8B (roughly $2.16/share in cash equity)
However, they lose 1.53B last year (1B last quarter alone). with the fiasco of new phone release
(they make no money after rebates), widely expected the margin (-3%) will
continue to drop, let's say they lost 2B this coming quarter, it would drop
the net equity portion to about $1.61/share. If thing don't improve quickly
, they will burn out their cash in less than 1 yr.
to raise cash, they will have to sell something, patents, part of the
operation etc, or cut cost by lay off.
(comments from experts most welcome):
total shares 3.71B
Cash on hand(latest ER): 15B
Debt: 7B
------
Net Cash 8B (roughly $2.16/share in cash equity)
However, they lose 1.53B last year (1B last quarter alone). with the fiasco of new phone release
(they make no money after rebates), widely expected the margin (-3%) will
continue to drop, let's say they lost 2B this coming quarter, it would drop
the net equity portion to about $1.61/share. If thing don't improve quickly
, they will burn out their cash in less than 1 yr.
to raise cash, they will have to sell something, patents, part of the
operation etc, or cut cost by lay off.
L*n
18 楼
exact same scenario like GM before bankruptcy. The more cars they sell, the
more money they lost because of the negative profit margin. and they can't
lay off people that easy because of the socialism - why europe is such dip
shit - socialism prevent you from laying off people that easy, with such
high legacy cost, you can't survive when market turns against you, and you
can't get going fast when market condition is right.
more money they lost because of the negative profit margin. and they can't
lay off people that easy because of the socialism - why europe is such dip
shit - socialism prevent you from laying off people that easy, with such
high legacy cost, you can't survive when market turns against you, and you
can't get going fast when market condition is right.
s*d
19 楼
The situation could be worse.
Smart phone last quarter : 19m symbian
Smart phone this quarter : 12m = 10m (symbian) + 2m (wp)
Smart phone next quarter : 10m = 5m (symbian )+ 5m (wp)
Smart phone another quarter : 15m = 3m (symbian ) + 12m (wp)
Feature phone last quarter : 80m
Feature phone this quarter : 70m
Feature phone next quarter : 60m
Feature phone another quarter : 50m
It looks like next two quarters will be tough.
But without NOK's success, MSFT will die. So there is no worry about cash at
all.
Smart phone last quarter : 19m symbian
Smart phone this quarter : 12m = 10m (symbian) + 2m (wp)
Smart phone next quarter : 10m = 5m (symbian )+ 5m (wp)
Smart phone another quarter : 15m = 3m (symbian ) + 12m (wp)
Feature phone last quarter : 80m
Feature phone this quarter : 70m
Feature phone next quarter : 60m
Feature phone another quarter : 50m
It looks like next two quarters will be tough.
But without NOK's success, MSFT will die. So there is no worry about cash at
all.
s*d
20 楼
It could touch $3.5 even $3. Considering wp phone's bright future, people
might have started loading them already. From the long run, current price is
actually really low. NOK could be the greatest turnaround story in years.
might have started loading them already. From the long run, current price is
actually really low. NOK could be the greatest turnaround story in years.
L*n
21 楼
right now people worrying about NOK can see the light at the end of tunnel.
Nok's CDS skyrockets because people start worrying if they can pay their
debt. MSFT is not gonna give them cash for free - it already contributed the
WP system, if buying, MSFT much better off buying RIMM, much smaller
company(easy to handle financially), better balance sheet, RIMM's security
patent could actual improve WP to give a edge for MSFT vs AAPL. besides,
most of business already on MSFT platform.
http://blogs.marketwatch.com/thetell/2012/04/12/no-stopping-nok
is
【在 s******d 的大作中提到】
: It could touch $3.5 even $3. Considering wp phone's bright future, people
: might have started loading them already. From the long run, current price is
: actually really low. NOK could be the greatest turnaround story in years.
Nok's CDS skyrockets because people start worrying if they can pay their
debt. MSFT is not gonna give them cash for free - it already contributed the
WP system, if buying, MSFT much better off buying RIMM, much smaller
company(easy to handle financially), better balance sheet, RIMM's security
patent could actual improve WP to give a edge for MSFT vs AAPL. besides,
most of business already on MSFT platform.
http://blogs.marketwatch.com/thetell/2012/04/12/no-stopping-nok
is
【在 s******d 的大作中提到】
: It could touch $3.5 even $3. Considering wp phone's bright future, people
: might have started loading them already. From the long run, current price is
: actually really low. NOK could be the greatest turnaround story in years.
j*m
22 楼
exactly what I wanna say though I know nothing on FA but intuition...
.
the
【在 L****n 的大作中提到】
: right now people worrying about NOK can see the light at the end of tunnel.
: Nok's CDS skyrockets because people start worrying if they can pay their
: debt. MSFT is not gonna give them cash for free - it already contributed the
: WP system, if buying, MSFT much better off buying RIMM, much smaller
: company(easy to handle financially), better balance sheet, RIMM's security
: patent could actual improve WP to give a edge for MSFT vs AAPL. besides,
: most of business already on MSFT platform.
: http://blogs.marketwatch.com/thetell/2012/04/12/no-stopping-nok
:
: is
.
the
【在 L****n 的大作中提到】
: right now people worrying about NOK can see the light at the end of tunnel.
: Nok's CDS skyrockets because people start worrying if they can pay their
: debt. MSFT is not gonna give them cash for free - it already contributed the
: WP system, if buying, MSFT much better off buying RIMM, much smaller
: company(easy to handle financially), better balance sheet, RIMM's security
: patent could actual improve WP to give a edge for MSFT vs AAPL. besides,
: most of business already on MSFT platform.
: http://blogs.marketwatch.com/thetell/2012/04/12/no-stopping-nok
:
: is
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