 |
User: Login |
Weblog covering digital business
Digital Business, Live From New York. |
| Address URL | http://www.alleyinsider.com/ Registered: 22-Mar-2008 |
| Ads: | |
 Send to email | Where Nokia (NOK) Could Fail: Competing With Apple (AAPL) And RIM (RIMM) in NOKRIMMAAPL |  By Silicon
el 09-Jun-2008 |
old-nokias.jpg: Paste this image in your site, Myspace, Facebook, Ebay copy this code...
 In most parts of the mobile industry, Nokia (NOK) is the player to beat: It's the dominant player for cheap phones, simple phones, Europe, emerging markets, etc., Which is why it boasts 40% market share. One area where it's becoming less feared: The high-end smartphone market, where Research In Motion (RIMM) and Apple (AAPL) have established themselves as worthy competitors, and Nokia (NOK) will probably lose ground.
So says American Tech Research analyst Mark McKechnie, who slapped Nokia with a downgrade to "neutral" today.
The thesis, which we agree with: The smartphone industry is growing much faster than the overall cellphone industry, and it's the one area where Nokia hasn't done much lately. McKechnie says about 7% of the phones Nokia sold last year were for $300 or more, which represented about 15-20% of its cellphone revenue and 20-25% of its gross profit.
RIM, whose BlackBerry smartphones are especially popular among business users, and Apple, whose new iPhone should show be unveiled today, are moving deeper into Nokia territory. If Nokia not only loses market share but starts selling fewer smartphones, period, it could be a real problem. McKechnie figures that every 1% drop in Nokia's cellphone operating margin translates to a 10-cent EPS loss for the full year; he's cutting his 2008 EPS estimate to $2.36 from $2.50 -- vs. a $2.54 consensus -- and estimates 2009 EPS at $2.44, well below the $2.81 consensus.
See Also:
Nokia Q1 Fine, Industry Isn't. Shares Plunge On Market Outlook
Nokia iPhone-Killer Won't Kill iPhone. But It Will Sell Well
Will TrollTech Be Enough To Keep Nokia's Lead?
Read 6 times
|
|
 |
| Apple Stock Hammered (AAPL)...Why? | | Apple stock dipped early in the day on a false "citizen journalist" report that Steve Jobs had had a heart attack. After Apple denied the report, the stock bounced right back.
In the last hour of trading, however, Apple's stock has tanked again, and at one point was down more than 4%, to $95 and change. Most other tech stocks, including RIMM, remained up at that point. The stock recover [..] Read complete article | | Published 03-Oct-2008 by Silicon in General
Read 2 times. More hits in   |
|
| Apple (AAPL) 35%-Off Stock Sale: Over! | | Good news for Apple (AAPL) investors: After a 40% drop from its year-high, the stock looks like it's bottomed out and is on the rise again. Shares are trading around $144 today, up 2.5% on the day and up 20% from AAPL's 6- [..] Read complete article | | Published 28-Mar-2008 by Silicon in AAPL
Read 14 times. More hits in |
|
 | Nokia Mobile Themes |  | Symbian Themes designed and developed by the best Nokia theme artist to date Chaos Inc. with free mobile games and applications all for free download. All themes are certified and signed. Themes are licensed under a CC License for free use. Nokia Symbian Themes Nokia Symbian Mobile Themes, Games & Applications by Chaos Inc. |
| Nokia E71 Review | | The latest model to be introduced within the extensive portfolio of Nokia E-Series portfolio is the Nokia E71. It seems that it is a replacement of the older Nokia E61i mixed with the capabilities of the N95 and aiming for the performance of the slick Apple
iPhone.
Nokia E71 gsm handheld is designed with business individuals in [...] [..] Read complete article | | Published 14-Jun-2008 by Chaos Inc. in
Read 14 times. More hits in |
|
| Nokia E71 and E66 Demos go up Temporarily; We?ve Got Good News |  iPhone iPhone 3G iPhone AppStore iPhone Apps iPhone 3G video calling iPhone iPhone Apple Apple iPhone. Oh sorry, that’s not until 1pm EST. In the meantime, Nokia fans anxiously awaiting new entries into the business-oriented Eseries lineup will be happy to learn of Nokia’s latest little slip up. For a short while yesterday, tutorials went [...] [..] Read complete article | | Published 09-Jun-2008 by Zach Epstein in HandsetsNokiaE66E71leak
Read 8 times. More hits in |
|
|
Warning We are not responsible of information posted from external feeds. Use this website at your own risk.
Notice: We will not be liable for any direct or indirect loss or damage arising under this disclaimer or in connection with our website, whether arising in tort, contract, or otherwise.
|
|
| |
Hello, Guest
Online: 97 visitors
+ fotos
While Apple (AAPL) and RIM (RIMM) are going to be fiercely competing for many of the same customers this summer -- as Apple's iPhone 3G launches and RIM's BlackBerry Bold surface [..] 
Taking a back seat to all the fuss about the price of Apple's 3G iPhone and the slick iPhone apps platform: The notion that the iPhone 2.0 will help Apple elbow its way into corpo [..] 
Forget the recession -- Apple (AAPL) will beat the Street when it reports March quarter earnings on Wednesday, RBC analyst Mike Abramsky says in a note today.
Abra [..] 
Encouraging news for Apple: Its iPhone appears to be making inroads with some enterprise buyers. ChangeWave's August survey of almost 2,000 [..] 
Corporate IT buyers have known about Apple's (AAPL) new business-friendly iPhone features for a few months, but they continue to strongly favor rival Research In Motion (RIMM) and [..] 
Now that Nokia's taken the lid off its touchscreen "5800 XpressMusic" smartphone, the rosters are pretty much set for this Christmas shopping season's smartphone wars. Who's going to come out on top?
Unlike l [..] 
