Nokia

July 15, 2013

India's Smartphone Market surges by 167%, Local Companies reap the Gains

Indian Smartphone Industry India is by far the fastest growing smartphone market in the world with smartphone shipments surging by 167% to almost 9.5 million units […]
June 3, 2013

Can The Korean Smartphone Dominance Be Broken By Fallen Western Giants?

Samsung (SSNGY.OB) is the world’s largest seller of mobile phones having overtaken Nokia (NOK) in the last couple of years. More importantly, Samsung has also become […]
May 3, 2013

Will Nokia And Apple Be Decimated By Samsung's Marketing Blitzkrieg In India

Samsung (SSNGY.OB) has become the biggest mobile phone seller in the world displacing Nokia (NOK) as the No.1 player in the global market. Samsung has also […]
February 26, 2013

Google Deal with Motorola – A brief scenario

Google Buys Motorola Google (GOOG) purchased Motorola mobility for whooping 12.5 billion USD, its biggest acquisition ever since its Double Click acquisition which was closed for […]
December 28, 2012

What is the Value of Nokia’s Patents and when will it target Samsung and LG?

In this article, we focus on Nokia’s large patent portfolio providing a solid floor price to the stock. The company has spent almost $40 billion in […]
October 30, 2012

Our Apple Short Idea is 10% in the Money – More Apple Stock Cracks Revealed

While Apple has killed many Technology Companies through stunning product innovation and super marketing, our view of the current stock price of Apple is that it […]
October 26, 2012

Telecom Equipment, Tower and Service Companies in India Fire Employees, Reduce Operations, Cut Pay to survive the Crisis

Indian Telecom Industry The Telecom Industry in India has been facing multiple problems of 1) massive 2G scandal in which many telecom companies in India lost […]
October 15, 2012

Read Step by Step How Apple is killing Personal Computers and Win Intel Duopoly along with HP, Dell

The spectacular rise of Tablets led by Apple’s iPad has once again revolutionized the Technology markets just like the iconic iPhone has completely changed the paradigm […]
August 7, 2012

Biggest Risk to Apple is not Samsung, but Chinese Telecom Giants Huawei and ZTE commoditizing the Smart Phone Market

Smart Phone Industry When you talk of the smartphone market, the talk is all about Apple and Samsung who have cornered over half of the global […]
July 24, 2012

Nokia’s Demise can be partly attributed to Company’s Culture focused on Research rather than Marketing

Nokia The company has gone down alarmingly in the last 2-3 years making it a classic B-School case study of how not to run a company. […]
July 18, 2012

Overpopulation and Increased Lifespan make Life Tough for Youngsters

Overpopulation and Increased Lifespan This current day situation is taking an increasing toll on people graduating from colleges in the West. There are enough statistics to […]
July 14, 2012

Solar powered Mobile Phones can Solve the Problem of Indian Villages, without Electricity Access

Solar Mobile Phones India has the fastest growing market of mobile phones, with the second largest number of subscribers in the world. There are more mobile […]
June 19, 2012

Nokia and HTC face body blows as Apple, Samsung Smartphone duopoly dominates

The mobile phone market has changed radically in the last few years with the advent of Apple’s iPhone. The introduction of the Apple smartphone was a […]
May 25, 2012

Structural Unemployment does not spare the even buzzing Technology Industry

Structural Unemployment has become a big problem in developed countries where middle class jobs are being permanently destroyed. The advent of modern communications and technology has […]
January 4, 2012

Telecommunication Operators in India caught Swindling the Government again in 3G Fraud even as 2G Scam simmers

Telecom Companies in India are in general an unscrupolous lot with the 2G Scam showing the whole telecom industry of India in a Bad Light.While a number of top executives of telecom companies spent time in jail,it seems that these companies have learned nothing.They continue to find loopholes to take both their customers and government for a ride.Indian Broadband and Telecom companies have made defrauding customers an art by illegally adding value added services and charging for them.They also burn millions of dollars in subsidized diesel to power their telecom towers since there is no restriction on that.Now these comapnies have been caught again in another manipulation trick in 3G services.
July 5, 2011

Mobile Phone Companies in India List – MarketShare Churn by Local Indian Players Entry

The Indian telecom industry is the world’s fastest growing industry with 792 million mobile phone subscribers as of February 2011. It is also the second largest telecommunication network in the world in terms of number of wireless connections after China. The industry will reach around $80 billion in revenues by next year showing an astounding CAGR of over 25% and will employ a stupendous 1 crore employees making it one of the biggest value creators in India in recent times. The introduction of mobile phones brought a major revolution in the industry. Mobile phones have become a modern day necessity. Be it a professional, a trader, a housewife or a student, everyone has one. The availability of cheap mobiles in the Indian market, is also a major factor in making it available & affordable to the common masses. Today's mobile phone is not just a phone, it has a built in camera, music system, games & internet enabled networking. These facilities entertain you as well as make you available to work as & when required.
November 20, 2010

Nokia Turnaround faces another Bump as Flagship Smartphone N8 faces Power Problems

Nokia is trying to turnaround its sinking fortunes with a radical change in strategy which involves New Hardware - N8,Software - Meego Operating System with Intel,AMD and Management - Elop from Microsoft.However the changes don't seem to be working as of now.White Box Mobile Phones from China continue to erode Nokia's marketshare in emerging markets while Google and Apple finish it off in the high end smartphone segments.N8 with its 12 Megapixel Camera was supposed to be Nokia's answer to the iPhone and Android handsets Galaxy,Incredible and Droid.However N8 is already facing teething problems with Delays,Lack of Sex Appeal and the latest power problems with some of its handsets.This is not going to do any good to Nokia's smartphone prospects as it lacks the aura of the iPhone.Despite some Signal problems,iPhone sales have continued to power through while Nokia does not have anything near the same brand power.It is playing the role of a challenger despite its dominant marketshare in the world smartphone market and can't afford any missteps.
November 15, 2010

Nokia feels the heat from ultra low cost Chinese white box mobile manufacturers

White-box vendors now sell through market stalls and mom- and-pop retailers in India, Russia, the Middle East and Africa and Latin America, where the operators don’t own the channel, Milanesi said.
October 13, 2010

Could Local Indian Mobile Davids Micromax,Spice Beat Global Goliaths Nokia,Samsung with Low Cost $100 Android Smartphones

Could $100 Android Phones from Local Indian Makers threaten Global Giants like LG,Samsung,Nokia in US and Europe as well While the quality of local Indian made phones are still quite poor with lots of complaints,these companies have recently got a lot of funding and support.With Mobile Handsets fast becoming a commodity with mobile apps and services becoming the more important factor,Global Handset Hardware Companies are seriously threatened.With success in one of the biggest,fast growing and competitive markets,could these small handset makers penetrate global markets as well.Micromax which is the most successful amongst the host of small,nimbe Indian companies has already starting marketing its phones in the Middle East.With low cost $100 Android phones it could lead major prices wars in the West as well.The fat margins on smartphones enjoyed by Apple,Motorola,HTC,Samsung,LG and others could be a thing of the past.Its an event that cannot be underestimated by investors in these stocks.As the sharp fall in Research in Motion and Nokia shows,the mobile market is a fast changing one and the "Hero" (pun intended) of today can easily become zeros of tomorrow.
September 30, 2010

For Nokia the more things change, the more they remain the same – Alarming 18% Loss in Indian Mobile Marketshare

Nokia had lost a big chunk of marketshare in 2009 to local competitors like Micromax,Lava,Spice and MNCs like Samsung,LG and others.In 2010,this trend has accelerated with Nokia losing an astounding 18% marketshare in the first 6 months of 2010.The company's markshare has been whittled down to just 36% from 54% earlier with local Indian mobile makers gobbling up a 33% marketshare.In the $6.5 bb annual revenue market for mobiles in India,this implies a loss of $1 billion in 2010 revenues.For Nokia,this is another resounding defeat as its Indian Fortress crumbles.Nokia is getting squeezed both on the high end as well as the low end.Local Indian companies are coming up with better features at lower price points and beating Nokia black and blue.Despite huge R&D,manufacturing strengths and an enviable distribution network,Nokia has lost the pulse of the Indian customer.The smaller Indian companies like Micromax are receiving Private Equity money to expand faster given their huge success.Nokia clearly needs more than a change of CEO,it needs to change the whole culture and DNA of the company like IBM in the 1990s.
September 18, 2010

N8 is looking less and less like Nokia's Savior with Delays,Software Issues and Lack of Sex Appeal

Nokia's Stock Price has fallen by more than 50% in the last 2 years and have stayed at the same level despite a huge 40% Global Mobile Marketshare.Despite a Tech Resurgence,Nokia's stock has wallowed in its all time lows.Repeated Restructuring,Losing out to competition in India,Failure to keep up with Apple has made this a "pity stock".However its recent deal with Intel to launch Meego,a new CEO and N8 had given hopes to Nokia Faithful.However teething problems like the exit of the Smartphone Chief and delays in N8 has made those hopes recede.Also Nokia has unresolved Software issues as it tries to balance between 2 competing platforms of Symbian and Meego.It has decide on 1 platform and put all its effort there.Customers are cagey about buying phones with Operating Systems without a large Developer Support and Apps.The Ovi Store with just 13k apps is no match to iPhone's 250k apps.Its time for Nokia to put renewed efforts in order to resurrect its declining fortunes.
September 10, 2010

Should you buy Nokia as Meego,N8 and a new CEO Elop from Microsoft try to change Nokia's Fortunes?

Nokia is currently trading at extremely low valuations of 12x forward earnings and around 0.7x Sales which is extremely low by Technology Sector Standards.If the company can bring back the pizzaz behind its Smartphone lines,sell of its Nokia-Siemens unit the stock could easily double here.Nokia has one of the strongest brand names in the planet with great manufacturing and excellent global distribution.All it needs is a bit of Apple like Magic to return to its glorious days.
July 19, 2010

India's massive illegal Grey Market for mobile phones raises concerns

India’s Telecom market is one of the biggest and fastest growing in the world.With almost 20 million handsets sold in a month,it is one of the […]
July 14, 2010

Nokia under Siege – Workers at Indian factory strike over low wages

Nokia is a company under siege from multiple forces.On the global stage,it is fasting losing brand value,marketshare and profits under competition from Technology Giants Google and […]
June 23, 2010

Nokia's Indian Fortress crumbling fast as Samsung and Local Players capture Mobile marketshare;S&P cuts Ratings

I had previously written about how Nokia’s Indian marketshare was being eroded by the advent of local Indian  players.This was very concerning as Nokia had at […]
June 17, 2010

Smartphone Wars intensifying as Nokia faces further margin pressure and Fujitsu-Toshiba merge mobile operations

Technology Wars has broken out between 5-10 Global Technology Giants as they fight it out on multiple fronts as the whole Industry sees rapid Consolidation.Smartphones is […]
June 15, 2010

Why Nokia and Research in Motion should Merge to Survive the Onslaught from Google and Apple

Apple and Google taking over the Smartphone Segment Nokia and Research in Motion (RIMM) have been forced to play catchup in their own Technology segment  to […]
June 14, 2010

Nokia fast becoming an Also-Ran as Google and Apple win Developers in Smartphone wars

Nokia is fast losing Marketshare,Brand appeal and Pricing Power in the smartphone market.Despite a nearly 40% marketshare in the worldwide mobile market and an almost equal […]
May 25, 2010

Technology Wars – Minor players Nokia and Yahoo enter into strategic tie-up in Mobile Software

Nokia’s faulty execution in the smartphone segment has put it in  a position where I can only call it a minor player despite its leading marketshare […]
May 19, 2010

Why is Europe always at the Forefront of Technology Price Fixing and Antitrust actions

For some time I have noticed that European Union has been coming down very strong on anti trust actions and price fixing against technology companies . […]