Linked by Thom Holwerda on Thu 20th Jun 2013 18:29 UTC, submitted by MOS6510
PDAs, Cellphones, Wireless So, The Wall Street Journal is reporting that Microsoft was very close to take over Nokia, but that the talks eventually broke down, probably beyond repair - at least for now. The reasons the talks broke down illustrate something that I have repeatedly tried to make clear for a long time now: Nokia isn't doing well.
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RE[3]: Just wait...
by Nelson on Fri 21st Jun 2013 01:49 UTC in reply to "RE[2]: Just wait..."
Nelson
Member since:
2005-11-29

Let me know after Q2 where you'll put the goalposts next.

Reply Parent Score: 3

RE[4]: Just wait...
by UltraZelda64 on Fri 21st Jun 2013 02:01 in reply to "RE[3]: Just wait..."
UltraZelda64 Member since:
2006-12-05

Yeah--I'm sure you'll be there. ;)

But seriously, I'm just hoping *something* happens--either Nokia just outright fizzles out (at this point, I'd prefer this... just end it already...) or they just hurry up and quit flopping around like a suffocating fish out of the water. These Nokia progress reports, which never really show any good news and only bad, are just getting more and more annoying.

And no matter how you spin it, even Microsoft giving up on a chance to buy them is not a good sign.

Edited 2013-06-21 02:12 UTC

Reply Parent Score: 2

RE[5]: Just wait...
by bryanv on Fri 21st Jun 2013 03:11 in reply to "RE[4]: Just wait..."
bryanv Member since:
2005-08-26

The only time MicroSoft doesn't buy company Y are:

1.) When it thinks it can do a good enough job to capture X% of the market share held by company Y and spend less than X% of the market cap of company Y in the process.

2.) When it sees company Y as diseased. The cost of acquisition, restructuring, and brand value is more expensive than the cost of directly competing with company Y.


In both situations, their 'go-to' option is to form a brief partnership involving cross-licensing, knowledge and expertise transfer, and cooperative development agreements.

Once the agreement runs it's course, they re-evaluate the options, having gained valuable insight into the inner workings, culture, and business environment of company Y.

It's a matter of time. If they've had takeover deals fall through, it's a safe bet that option 2 is what we're dealing with here.

It's not like we haven't seen this before.

Reply Parent Score: 8

RE[4]: Just wait...
by chithanh on Fri 21st Jun 2013 11:21 in reply to "RE[3]: Just wait..."
chithanh Member since:
2006-06-18

Let me know after Q2 where you'll put the goalposts next.

A commenter on Tomi's blog posted an interesting link which may affect expectations for Q2 performance. Nokia appears to have stuffed the channel in Q1. So Q2 might be more difficult for them.
http://www.tech-thoughts.net/2013/05/Windows-Phone-Inventory-Build-...

Reply Parent Score: 3

RE[4]: Just wait...
by cdude on Fri 21st Jun 2013 14:30 in reply to "RE[3]: Just wait..."
cdude Member since:
2008-09-21

Let me know after Q2 where you'll put the goalposts next.


http://www.slashgear.com/nokia-q2-profit-warning-rumored-as-lumia-s...


the Royal Bank of Canada has suggested, after worse than expected sales in Q2 2013. Lumia shipments haven’t met with Nokia’s predictions, the RBC claimed in a note to investors today

Reply Parent Score: 2

RE[5]: Just wait...
by Nelson on Sun 23rd Jun 2013 11:52 in reply to "RE[4]: Just wait..."
Nelson Member since:
2005-11-29

When exactly is this profit warning coming? Because that was a month ago and it still hasn't come.

That was my whole point, I was well aware of that article and did indeed lend it some credibility..a month ago. We are now much closer to Q2 results and there has been no such warning.

Now I don't 100% preclude that from happening, and if they did stuff the channel last quarter we'll obviously see that in their Q2 report.

As it stands, Nokia has maybe 1 week or a week and a half to issue a profit warning. Q2 Report is July 19th.

Reply Parent Score: 3