D*********t 发帖数: 5748 | 1 NOK 庄 lost much more than anyone, NOK 庄 is a frog since the 庄 bought the
NOK BEFORE.... |
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W**r 发帖数: 1492 | 2 今天的下挫是因为Bernstein的分析师Ferragu预期Q3 NOK业绩会暴差,
说是520卖的太多,呵呵,这SB对NOK的预测就没对过,
就和上季度RBC说NOK要发亏损预警一样
其实NSN的业绩也很重要 |
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m******u 发帖数: 12400 | 3 you are so right here。 We need a real one. see my post titled "we need a
runaway gap for NOK"to
发信人: livethu (建议插座们外销,内销有风险,注意安全!!), 信区: Stock
标 题: Re: NOK的book value到底多少?
发信站: BBS 未名空间站 (Tue Aug 20 18:24:11 2013, 美东)
NOK现在这点动静说GAP都抬举丫了。 |
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C********1 发帖数: 5281 | 6 纯粹是记忆错误。我早上刚把NOK给清掉,在另一个关于NOK的帖子里你可以看到。我现
在一点NOK都没有。 |
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W**r 发帖数: 1492 | 8 从去年夏天大跌之后就买入,也在本版发帖看好NOK(版主也MARK过,虽然写的很搓)
,毕竟NOK产品的质量一贯很好,只要选好平台,必然一飞冲天,股价翻几倍,可惜这
一切都毁在ELOP这个木马手里,原指望做好WP再做安猪,两手抓,现在彻底没戏了。只
是便宜了用安猪的三桑棒子货,再也不用担心NOK会进入安猪系统灭了三桑。这次交易
最得利的就是三桑棒子,从此无忧矣!
发50个包子,回帖必须骂一句ELOP |
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l*******u 发帖数: 12906 | 9 炒这几家的股票有一段时间了,今天大赚,来总结一下,抛砖引玉
先说欧洲战场。
话说元首(steve jobs)横空出世,几乎扫遍欧洲,打的nokia登门找msft求救。msft
看nokia生的白白净净(北欧人嘛),比自己土的要命的大婆(canada)和猥琐不堪的
二婆(mexico)不知好了多少倍,心中窃喜,但是嘴里很严厉:你偷汉子的事情我很不
爽。nokia道:我已经不用米狗(meego),和那毛子(intc)已经分道扬镳,而且俺当
初只是意向,没有实际动作,现在还是virgin呐。msft又问,你为什么和倭人也眉来眼
去(去年goog游说nok用android)。nokia道:妾正是仰慕大王,所以将倭人据之门外
。msft大喜,纳为三房,赏十亿米刀做私房钱。
元首西面战事胶着,于是拿出无数杀器(ipad)突然进攻苏联(intc)。很快苏联半壁
江山沦陷,风雨飘摇,无数基金经理预言苏联已是穷途末路。然而Q1'11的业绩显示,
大部分企业用户更新设备仍然选择intc,很多人期待中的ipad取代laptop并未成为事实
,因为ipad目前为止还只是适合上厕所阅读或者无良少年打游戏之用。于... 阅读全帖 |
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j********e 发帖数: 1192 | 10 来自主题: _Stockcafeteria版 - NOK 从你的结论来说,现在思考这个问题还不算晚:)
MSFT如果完全和NOK绑在一起,可能NOK还能活,但是现在MSFT好像随时
会一脚踢开NOK的样子,它为啥不投奔android呢? |
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D******9 发帖数: 2665 | 11 有IPHONE, 三星, 外加HTC, NOK已经没戏了。 从去年开始古板就PUMP NOK和AMR,
现在AMR已经故去, NOK除非被人买去, 否则估计很快会被人遗忘 |
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H**********g 发帖数: 1312 | 13 euro走软有利nok
今天short pcln,long nok |
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k********n 发帖数: 18523 | 14 As I said, NOK is positioned for big pop up tomorrow.
Your patience will be paid off...
Look at RIMM's beat....Nok is the second. |
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k********n 发帖数: 18523 | 15 media in USA are insane....I am really tired and sick of them.
they keep bashing NOK by all means.
From my point of view, maybe very unique one, Apple phone is near its end
destination, compared with iPad future.
Google just develop software platform. From phone perspective, it does not
compete with hardware maker, Nokia.
If Nokia's new CEO can shade some sunlight on polishing nokia's software
platform, or adopt google's system, NOK share price will be lifted up a lot.
There are lots of options ... 阅读全帖 |
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g****5 发帖数: 1184 | 16 今天NOK跌7%,CSCO跌14%,JNPR涨7%.从我发此贴至今(以收盘价算, CSCO从20.79到18.92
;NOK从10.37到10,88;JNPR 37.61到43.4.没把握的或差劲的PICK还是不要拿出来的好. |
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k********n 发帖数: 18523 | 17 lol,,, only DT or week T.... does not matter good or bad..
but I am pretty sure NOK will last longer than most guys here.
How many dime did NOK ever make from USA market?
USA is highly protected market.. dude, do you guys know that?
that is why iphone is highly rooted in USA, but nowhere else...
If Nokia can successful land on USA, that would be a good incentive
for shareholders. They have such plan to do so because they hired a new CEO
who is from Microsoft. Nokia is not losing battlefield in U... 阅读全帖 |
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d**j 发帖数: 23329 | 18 我cancel NOK的第二天它就跌过10.28.其实要是进了NOK也是不错的。 |
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g*********1 发帖数: 725 | 19 I followed YouGong's pick but sold NOK two days ago. I wonder if NOK is a
buy today? ER is Thursday. |
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r*****n 发帖数: 139 | 20 支持wavelet,人人对个股的看法会不一样。
按照现在Android, iphone,RIM的发展,我是不太看好NOK现在的状况,但是NOK内部自
己也知道这些状况,肯定会有改革。现在的价格应该已经是打压的比较深了,不过我还
是不喜欢去赌博这个。 |
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l**********o 发帖数: 9952 | 21 村长言之有理,我个人也不看好nok。
不过那些因为nok bash油工的我更是反对的。your money, your decision。愿赌服输
。赔点钱就骂人,比娘们还娘们。 |
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d**********g 发帖数: 5335 | 22 NOK在中国的市场做得还行。不过上季度,NOK的SMART PHONEYOY增加了36%
“Back to the fourth quarter, as expected, a portfolio refresh helped
smartphone volumes improve over the key holiday season. They rose 36% year-
on-year to 28.3 million units. That in turn boosted the average selling
price of a Nokia phone to €69 from €64 a year earlier. ” |
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k**o 发帖数: 15334 | 23 nok自己家搞的那个OS现在可能是最差的了,不换不行了。不过nok真的是廉颇老矣,要
上新OS也要搞android啊,怎么能搞WP7呢,还不如国内的那些山寨手机商明智,现在都
上android了。 |
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z***e 发帖数: 5600 | 24 Good call on both NOK & CSCO. Congrats
We debated on NOK. Now I feel more neutral about it. Aside from the
OS change, there should be a lot of cost cutting opportunity if the
management has the will and power to execute. If apple can become
apple today with 40% of the R&D, Nokia should be able save a lot of
the $4B if they adopt the right strategy. The CEO acknowledged the
problems, the question remains whether he is able to take draconian
measures and execute well. |
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k********n 发帖数: 18523 | 25 Nokia Pares Company Down To Two Units: Smarphones And Everything Else
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Companies:Microsoft CorporationNexGen Turtle Cdn Bal Tax Managed CGNokia
Corporation Sponsored Ame
Related Quotes
Symbol Price Change
MSFT 27.50 0.00
N.TO 10.04 -0.01
NOK 10.88 0.00
Follow these stocks
Ingrid Lunden, On Friday February 11, 2011, 3:09 am
Nokia (NYSE:NOK - News), which today announced a broad strategic partnership
with Microsoft (NSDQ:MSFT - News)
using its Windo... 阅读全帖 |
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h****k 发帖数: 554 | 26 油工,我记得你当初发帖号召买NOK时,给出的分析是NOK有多少4G的专利,说终端没啥
稀奇,谁都能上,关键是传输协议接口,总之就是设备更重要的意思。现在你说要上手
机部,这个是因为什么呢?我没challenge你意思,很葱白你,只是想搞的更明白。 |
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k******i 发帖数: 686 | 28 我基本没在CSCO和NOK赚钱
不过从来没觉得油工有问题。
NOK是自己买的点太高了。
CSCO那天下午油工至少说了两次,之前一天说了一次 ER前要出CSCO要不PUT锁利。。
你还要他做什么呢,
难道去你帐户帮忙卖么。
祝大家好运,就当是个教训也好。 |
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x********e 发帖数: 2275 | 29 捧油工可以,但像你这样睁着眼睛说瞎话也太无耻了吧?
你的第一个link的内容在下面,你自己看看。这也能被你算成是提醒了一次要卖NOK?
发信人: kbrhouston (石油工人-一切MM都是普赛,纸老虎), 信区: Stock
标 题: Re: something big is cooking within NOK
发信站: BBS 未名空间站 (Thu Feb 3 08:41:58 2011, 美东)
I will hold my 50000 shares steady
From pre market trading, the price was pulled back with 100 shares per trade
, but bought in with 40000 shares per trade...
So no problem with it at all. |
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d*****n 发帖数: 433 | 30 呵呵,有人问了的
发信人: huniujia (湖牛佳), 信区: Stock
标 题: Re: something big is cooking within NOK
发信站: BBS 未名空间站 (Thu Feb 3 08:19:39 2011, 美东)
油工,要不要暂时卖出躲避风险?
发信人: kbrhouston (石油工人-一切MM都是普赛,纸老虎), 信区: Stock
标 题: Re: something big is cooking within NOK
发信站: BBS 未名空间站 (Thu Feb 3 08:29:38 2011, 美东)
Always good to lock profit
我是看了这个帖卖的,呵呵
trade |
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h**********9 发帖数: 3252 | 31 NOK和微软互抱大腿本应是好事, 而且大家早就知道, 现在被搞得象破产似的, NOK 的
earning 还是正的, 也有分红, market share 是果子的10倍, market cap 只有果子的
1/10. 死捂不割就不会亏, 有什么可怕的? |
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a*******8 发帖数: 2299 | 32 NOK做无线通信网络,手机。80、90年代和MOT等公司垄断市场,无线设备卖的是天价,
后来土狼把设备造出来了,价格就给压下去了,现在土狼打到欧美了,NOK和ALU就更没
有好日子过了。
GOOG,Apple在手机和操作系统插手,当然也是要命的。 |
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w*****a 发帖数: 166 | 33 坦白说,我一直是nok&ms联合的坚定支持者.
不过估计效果要等2,3年才能显现出来.
其实短期来说(半年左右吧),估计nok的市场会很受影响.
不过我真的认为这个investor表现的太夸张了.
俺作为青蛙学习到了:
follow大多数investors的想法才是对的. |
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w*****u 发帖数: 4768 | 34 NOK和MSFT合作应该是个不错的选择,要是NOK能立马搞出几个样机就好了,不过应该不
可能。。。。 |
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g********4 发帖数: 4959 | 35 孤独大牛是以取笑态度做这个的,你却以此为乐、为荣。
发信人: rim (可乐会捂帮帮主), 信区: Stock
标 题: Re: NOK再跌5分钱
发信站: BBS 未名空间站 (Tue Feb 15 11:00:21 2011, 美东)
俺跑掉CSCO, 买入NOK很精妙啊, 哈哈。直追独孤大牛! |
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q******1 发帖数: 68 | 36 我也看好NOK
NOK比谁都希望自己公司发展有前景,
我估计Q1会超出预期,盈利一部分会来自微软。 |
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c********g 发帖数: 1173 | 37 你是大牛,我相信你能从这个transaction中挣到钱。但我认为你所引用的这些信息有
很严重的bias,不适合作为投资参
考(see my comments inline)。我还是认为,在NOK/MSFT表现出实实在在的
improvement之前,这些都是
speculation,不能轻易相信。如果作为长期hold,NOK不是个好candidate。
MS
WP7 software is far from the "best soft". Almost all serious tech/gadget
review sites have the same
conclusion. Compare to Java and Objective C, actually very little developers
know about silberlight. The
faster growth of WP7 software 是因为有前面Apple和Android铺好了路。
Again, this is just at launch. Anything new could have a ... 阅读全帖 |
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w******s 发帖数: 16209 | 38 yes,yes ,high risk
不过我觉得有故事讲就可以做。。
similar to buy on rumor, 你现在可以想象nok 和msft联盟做到成功是个rumor
这个rumor 可以帮share holder 抗过很多坎坷。
声明。我的nok position 微乎其微。 |
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u*****e 发帖数: 606 | 39 I used all my Roth IRAs to buy NOK yesterday and last Friday, avg is 9.00.
I'll put another 20K early next months, and will use them all for NOK. I
think
within 2 years, it will go back to 20s. In the mean time, just enjoy
dividends
and call premiums.
But I will no touch it with my trading account, it is not a good trading
stock
at present. |
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g********4 发帖数: 4959 | 41 这种没有机构持有的股票也能叫蓝筹?而且小户还疯着上?LZ昨天说还动用了马金。
hoho。肌肉哥上次评ire是说“反正我短线的已经跑了”。对ire还有长短线一起做的,
我晕死。所以说,理念,也就是知道思想,一定要对。
发信人: boylover (虎子), 信区: Stock
标 题: Re: 叫一声NOK,啥时候得解放?
发信站: BBS 未名空间站 (Thu Feb 24 12:04:38 2011, 美东)
起床看了一眼,似乎水上了,到了公司,却又潜下去鸟。
NOK没有独立行情了,跟大盘晃悠。
我解读为回归蓝筹,hiahia。 |
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c**t 发帖数: 9197 | 42 I will try a turkey FA on this. do not through rocks!
NOK and MSFT.
If failed MSFT has no loss. since they never made money on phone OS.
But NOK will die since they lost symbian already.
They will have nothing left.
And then. comparing windows phone OS with android and iOS. what is the odds
it can win? |
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r*m 发帖数: 16380 | 43 这才亏了几分钱,干嘛不直接卖掉一半,安心睡觉呢?
我觉得拿十分之一的仓位买NOK一点都不怕,涨面大于跌面。
我现在买了2%的仓位,就等大盘跳水把nok往下拖,我可以一路往下买呢。 |
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F**5 发帖数: 55 | 44 我觉得不能再指望NOK一定能分5~6%的红了。可以展望:1.NOK会大裁员,数以万计的
软件开发和测试人员。当然正面的看,cost会降低,也许会对股价有帮助;2.可能会减
少、推迟分红。这么多机构定目标价为7美元还是有道理的。我想等上面两个消息被证
实后,股票就算到底了吧。 |
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w*******o 发帖数: 6125 | 46 买股票有两个成本,一个叫Cost,一个叫Opportunity Cost
很多人都只注意Cost,但忽略Opportunity Cost.
所谓的Opportunity Cost,也就是说,在你下单Buy那一刻,
问一下自己,还有其他更好的机会吗? 对于NOK,答案显然是YES,
很多机会都比NOK好. |
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k********n 发帖数: 18523 | 47 Nokia to spend $275 mln to build plant in Vietnam.
They are preparing to connect another billion customers with voice and
internet.
NOK had 20 billion cash on hand and Microsoft had 100 billion cash on hand.
Cash is KING today.
NOK will connect 1 billion more customers in the world with voice and internet service by using SMART PHONE and
WP7 OS.
http://www.nasdaq.com/aspx/company-news-story.aspx?storyid=2011
plans-to-establish-new-manufacturing-site-in-vietnam |
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b******r 发帖数: 16603 | 48 NOK在小范围震荡,寻找方向。
明天如果DOW跌200点,NOK没准涨两分。 |
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