tag:blogger.com,1999:blog-19649274.post7965874267254708129..comments2024-03-27T17:16:12.789+05:30Comments on The Leap Blog: Watching markets work: Bad move, NokiaAjay Shahhttp://www.blogger.com/profile/03835842741008200034noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-19649274.post-73487868085372627972011-02-18T04:08:23.615+05:302011-02-18T04:08:23.615+05:30Triggers for the stock rates crash could very well...Triggers for the stock rates crash could very well have been the announcement of layoffs or the company restructuring on the same day.http://www.citybuild.org/pexplumbing/pex-tubing.htmlhttp://pex-pexnoreply@blogger.comtag:blogger.com,1999:blog-19649274.post-84951548361507391542011-02-16T02:35:34.626+05:302011-02-16T02:35:34.626+05:30MSFT is a decent buy if you are looking for a near...MSFT is a decent buy if you are looking for a near-mid term dividend paying stock. But if that is what you want, why not buy an oil company or a utility? From a growth stock perspective (where you gains would be more from price appreciation), I do not see what will drive that. The only way that would happen is if MSFT is able to return revenue growth quarter after quarter starting with a large base where a product or sector hit or two will make little difference. Considering its biggest competitive advantage was network externalities which it does not have in the next big tech sectors of today (mobile, social media, etc) and that its existing markets are getting eroded due to migration to mobile devices and online applications, I see a big problem for them. It would be an achievement just to maintain revenues at existing levels.Yunhinoreply@blogger.comtag:blogger.com,1999:blog-19649274.post-87815439542387159012011-02-14T11:19:37.515+05:302011-02-14T11:19:37.515+05:30Hello!
You might be interested in these two links...Hello!<br /><br />You might be interested in these two links:<br /><br />http://www.economist.com/blogs/newsbook/2011/02/mobile_handset-makers (from Economist)<br /><br />And from GigaOM:<br /><br />http://gigaom.com/mobile/are-nokia-and-microsoft-hoping-two-wrongs-make-a-right/<br /><br />These links apart, I feel MSFT is a bargain buy due to its strong balance sheet and cash flow (and cash in hand). The only question remains is whether the market is right or wrong in discounting its not-so-bright future. This is the call that an individual investor will need to make.<br /><br />It will be interesting though, to see how the Nokia partnership will pan out, in the face of competition from iOS and Android.<br /><br />Cheers,<br />AdiAdihttp://www.twitter.com/anushsharesnoreply@blogger.comtag:blogger.com,1999:blog-19649274.post-11039290524105693322011-02-14T08:23:57.169+05:302011-02-14T08:23:57.169+05:30The letter mentioned in the two comments above is ...The letter mentioned in the two comments above is <a href="http://timesofindia.indiatimes.com/tech/news/telecom/Nokia-CEOs-letter-to-employees/articleshow/7459579.cms" rel="nofollow">here</a>.<br /><br />I think I'm starting to see why the MSFT stock price fell. They are saying "we were desperate, we picked MSFT". It sounds like you have to be down on your luck to choose MSFT.Ajay Shahhttps://www.blogger.com/profile/03835842741008200034noreply@blogger.comtag:blogger.com,1999:blog-19649274.post-49521395816870417502011-02-13T21:12:55.460+05:302011-02-13T21:12:55.460+05:30Below letter by Nokia CEO is an interesting read.....Below letter by Nokia CEO is an interesting read....in thix contexthttp://timesofindia.indiatimes.com/tech/news/telecom/Nokia-CEOs-letter-to-employees/articleshow/7459579.cmsMithunnoreply@blogger.comtag:blogger.com,1999:blog-19649274.post-80789929532784556932011-02-13T21:11:50.145+05:302011-02-13T21:11:50.145+05:30This letter by Nokia CEO is an interesting read in...This letter by Nokia CEO is an interesting read in this context<br />http://timesofindia.indiatimes.com/tech/news/telecom/Nokia-CEOs-letter-to-employees/articleshow/7459579.cmsUnknownhttps://www.blogger.com/profile/14143149705278621338noreply@blogger.comtag:blogger.com,1999:blog-19649274.post-65628604106351446752011-02-13T12:39:13.888+05:302011-02-13T12:39:13.888+05:30I'd love to blame Microsoft too but the situat...I'd love to blame Microsoft too but the situation is more complicated. Look at this <a href="http://dl.dropbox.com/u/118481/noika1.jpg" rel="nofollow">news snippets of the google finance snapshot </a> . The triggers for the stock price crash could very well have been the announcement of layoffs or the company restructuring on the same day. It is hard to say.<br /><br />Had you considered these alternative explanations?Rahulhttp://dl.dropbox.com/u/118481/noika1.jpgnoreply@blogger.comtag:blogger.com,1999:blog-19649274.post-17202778967819173742011-02-13T09:27:29.168+05:302011-02-13T09:27:29.168+05:30Hi,
Ajay, interesting observation!
Its so tempti...Hi,<br /><br />Ajay, interesting observation!<br /><br />Its so tempting to buy MSFT as this price!!<br /><br />Besides: Good Hardware+Good Software* =Win? Maybe. Maybe not. Only time will tell.<br /><br />* - Windows Phone is definitely better than Symbian. I'm not in favour of Google/Android due to their vague privacy policies and difficulty in implementing across various Nokia handsets. Besides, Elop used to work for MSFT, so chemistry is bound to be good between the two companies.Adihttp://twitter.com/anushsharesnoreply@blogger.com