Daniu: maybe you missed the key point: margin depressing, below is yoy operating margin (NOK) below 5% is very dangerous as it can easily swing to negative. so goes all those great tech names in history. 2009-12 2008-12 2007-12 2006-12 2005-12 0.0292 0.0979 0.1564 0.1334 0.1357
The guys around are all in USA. Nokia dominates the Indian and China's market. American's market is very small compared with Indian and China's market.
【在 h******a 的大作中提到】 : The guys around are all in USA. : Nokia dominates the Indian and China's market. : American's market is very small compared with Indian and China's market.
d*y
50 楼
bless. 昨天把材料给律师寄过去了,这个月底应该可以submit,不过不打算pp了。
k*n
51 楼
appreciated. I just found from their annual report issued today. 2010 margin is 4.9% ..improved very well
【在 l***n 的大作中提到】 : Here you go. Save you some time.
他们在转型,逐步从底端向高端过渡。高端机一个季度卖出了500多万部。。。绝大多 数是在大中国区,印度,其次是非洲和西欧。 诺积压是个turn around play...
【在 l******n 的大作中提到】 : Nokia在中国的份额在下降 ... : 自己看看吧
i*1
54 楼
bless
l*n
55 楼
net margin is improving however gross margin is diminishing. The management team is working hard to improve operating efficiency. I guess people are more concerned of its gross margin because you can only do so much in cut expense and such.
management 呵呵,其他人同意吗? i love this kind of discussion, no bias, just data and number...
【在 l***n 的大作中提到】 : net margin is improving however gross margin is diminishing. The management : team is working hard to improve operating efficiency. : I guess people are more concerned of its gross margin because you can only : do so much in cut expense and such.
m*e
58 楼
bless!
f*r
59 楼
大中华区居然在增长,真是不可思议
o*n
60 楼
得益于本版,献上自己的背景和经历,希望对后人有用: DIY, Environmental Engineering Authorship: Journal Paper: 11 first author: 7; Scientific Reports: 5 Review: 30+ Citation: 122; Independent:112 Recommendation Letters: 7; (5 from US, 1 from Sweden, 1 from Germany) + 2 more letters after RFE (1 from Italy, 1 from Denmark) RFE 质疑IMPACT OF SIGNIFICANCE,要求OBJECTIVE DOCUMENTS 和TESTAMONY. RFE RESPONSE中补上了TOTAL CITATION还有那些引用了我的文章的重要人名和单位.
well, numbers can only help so much. Especially in turn around play, we are looking for a turn of the curve, or a defining moment. I think it is hard to sell a turnaround story, even though a lot of people are looking for one. People just can't take the element of surprise. Well, if they do take it, it won't be what it is.
【在 k********n 的大作中提到】 : : management : 呵呵,其他人同意吗? : i love this kind of discussion, no bias, just data and number...
twitter上看到一个笑话, "Nokia can't use Android because then they would compete with HTC and Samsung." Oh, yeah!? So with whom is Nokia competing today? McDonalds?“
F*m
68 楼
沾喜气!
h*a
69 楼
Nokia is the "toyota" of cellphones.! There are huges numbers of loyal customers of Nokia ,like toyota.
【在 f**********r 的大作中提到】 : twitter上看到一个笑话, "Nokia can't use Android because then they would : compete with HTC and Samsung." Oh, yeah!? So with whom is Nokia competing : today? McDonalds?“
Smart phone OS and Desktop OS popularity analog: iOS == Mac OS Android == Windows WP == Linux Symbian == OS/2 Warp I will wait until Nokia announces which way to go next month to decide whether to hold or sell.
G*i
78 楼
油工, do say too much to those, let the MM use finger to deal with them:-)