Nokia - strong buy (Seite 5050)

[Charly_2]

Antwort auf Beitrag Nr.: 43.108.067 von Geldler am 01.05.12 19:41:10

Falsch, mit Cloud Computing braucht mann keine 32GB Version

[Wickinger66]

Antwort auf Beitrag Nr.: 43.108.067 von Geldler am 01.05.12 19:41:10

Guckst Du bei Amazon unter "Best Sellers in Cell Phones With Service Plans" und guckst wo das Lumia 900 bereits "hingefallen" ist.


Das Szenario scheint ziemlich analog zum Lumia 800 in Europa

[Geldler]

Zitat von Push Daddy: Genau, über Erwartungen. Da fragt man sich wie hoch denn die Erwartungen waren. Auch das Lumia 800 war über den Erwartungen. Guckst Du hier:

http://www.telekom-presse.at/Vorbestellungen_des_Lumia_800_h…

Und am Quartalsende gibts als Überraschung wieder eine Gewinnwarnung oder wie?

Darauf geb ich auch nix mehr. Das Teil wird sich bei AT&T nicht schlecht verkaufen. Aber Verizon bringt in den USA die meisten an den Mann, und die Burg möchte erstmal genommen sein. Dennoch ist das Lumia 900 zweifellos ein schritt in die richtige Richtung. Eine 32GB Version wäre sicher hilfreich.

[Geldler]

Eine interessante Meinung:

Honestly, I'm not a follower that's why I switched to WP7. When people see my phone they are amazed how different it is. I'm always asked by those who don't know, what type of phone it is and when I explain to them, they don't know or never heard of it. The way I see it, I like to keep on the cutting edge. I was rocking a blackberry when everyone had flip phones, i was on line in 2007 to get the first iPhone and I was laughed at (now everyone has iPhone's), I was the first to get Android back in 2009 (everyone now has Android). Fast forward to today, I know WP has been around since last year but I didn't want to make the jump till Mango was released. I just like staying two steps ahead of everyone.

Android is great but the fragmentation turned me off, iOS is great also but the OS is stale and never offeres anything radically new with each update. WP is a great fresh platform and I'm sure in time it will catch on. Operating systems usually take a minimum of two years to pick up momentum which we are seeing with the Lumia 900.

[Push Daddy]

Genau, über Erwartungen. Da fragt man sich wie hoch denn die Erwartungen waren. Auch das Lumia 800 war über den Erwartungen. Guckst Du hier:

http://www.telekom-presse.at/Vorbestellungen_des_Lumia_800_h…

Und am Quartalsende gibts als Überraschung wieder eine Gewinnwarnung oder wie?

[Geldler]

..NEW YORK (Reuters) - AT&T Inc reported a higher-than-expected quarterly profit on Tuesday, sending its stock up as much as 4 percent, as a decline in iPhone sales reduced the amount of cash it had to pay Apple Inc and boosted its margins.

Apple shares fell almost 2 percent after AT&T also said its numbers should improve further in coming quarters when it expects recent upgrade policy changes to temper smartphone sales further.

Wireless operators have long paid hefty subsidies for smartphones like the iPhone with an aim to attracting new customers and keeping existing customers happy. But AT&T and rival Verizon Wireless have recently been tightening their policies to temper upgrades after they were both hurt by hefty iPhone subsidies in the fourth quarter, when the latest model hit stores.

While fewer iPhone sales meant weaker subscriber growth in the quarter, it did help the company's wireless profit.

Piper Jaffray analyst Christopher Larsen said AT&T's mobile service margin of 41.6 percent had beaten his expectation for 39.7 percent. The margin, based on earnings before interest, tax, depreciation and amortization, was 28.7 percent in the fourth quarter and 39 percent in the year-ago quarter.

"One of the big things is they didn't have such a big iPhone refresh," Larsen said, adding that AT&T results were "pretty good" across the entire company.

AT&T noted that its margin was also helped by the fact that the percentage of its customers using smartphones increased from the first quarter of the previous year.

The more often AT&T customers upgrade to a new iPhone, the more it hurts AT&T margins, because an existing customer does not necessarily increase his or her spending, while a new customer will automatically boost revenue.

AT&T said it had activated 4.3 million iPhones in the quarter, down from 7.6 million in the fourth quarter. In comparison, larger rival Verizon Wireless, a joint venture between Verizon Communications Inc and Vodafone Group PLC, sold 3.2 million iPhones in the latest quarter.
GOOD FOR AT&T, BAD FOR APPLE

Chief Financial Officer John Stephens told analysts on a conference call that he expects a recent increase in upgrade fees to start boosting revenue and delaying upgrades starting this quarter. And in the second half of the year he sees a another decline in smartphone upgrades because of a policy change announced last year that aims to make customer upgrades less frequent. This will start to take effect this year.

Analysts said there was some risk the new policies will start to send customers to other operators but Stephens noted that AT&T is not any stricter than its rivals.

The policy change will not have a big impact on customer defections "because it's the norm," Stephens told Reuters.

The percentage of AT&T subscribers upgrading their handsets fell to 7 percent in the quarter from 12 percent the fourth quarter and 8.9 percent in the first quarter the year before.

Pacific Crest analyst Steve Clement said that while the carrier policy change was bad news for handset makers including Apple, the risk of customers leaving AT&T because of the new policy appears to be mitigated by the fact Verizon Wireless and Sprint Nextel also allow less frequent upgrades.

"It will be interesting to see how folks react around the next iPhone refresh," Clement said, but added: "When it's a quasi coordinated move it definitely helps. It decreases the competitive risk."

AT&T's net income rose to $3.58 billion, or 60 cents per share, from $3.4 billion, or 57 cents per share, a year earlier. Analysts on average had expected 57 cents per share, according to Thomson Reuters I/B/E/S.

Consolidated revenue rose nearly 2 percent to $31.8 billion from $31.25 billion.

The No. 2 U.S. mobile provider added 187,000 subscribers in the quarter, which was roughly in line with expectations for 193,000 from six analysts surveyed by Reuters. This was much fewer than Verizon Wireless, which reported 501,000 net additions last week.

AT&T shares were up $1.18 or 3.9 percent at $31.79 in afternoon trading on the New York Stock Exchange. Apple shares were down $11.28 or 2 percent at $560.42 on Nasdaq.

(Reporting by Sinead Carew in New York and Sayantani Ghosh in Bangalore; Editing by Dave Zimmerman, Lisa Von Ahn and Alden Bentley)



Der User Geldler erkennt jedoch auch, daß Verizon insgesamt deutlich stärker als AT&T im Mobilmarkt ist. Die bekommt Nokia erst, wenn sie sehen, daß das 900 ein Erfolg wird. Zur Zeit ist Verizon ziemlich androidlastig. Das ändert sich nicht so schnell.

[Wintotal]

Antwort auf Beitrag Nr.: 43.107.899 von Wintotal am 01.05.12 18:40:42

Hier die Quellenangabe:

http://www.tech-review.de/include.php?path=content/news.php&…

[Wintotal]

Windows Phone im Aufschwung nach Provider-Frust wegen Apple

Die us-amerikanischen Mobilfunkbetreiber unterstützen zunehmend die Plattform Windows Phone. Der Provider AT&T bereitet derzeit eine große Werbekampagne für das Nokia Lumia 900 vor. Das Smartphone übertrifft bereits jetzt die Erwartungen bezüglich der Verkaufszahlen. Auch der Konkurrent Verizon Wireless arbeitet mit Microsoft zusammen und beteiligt sich an der Betriebssystemanpassung. Ist das der Durchbruch für Windows Phone? Bekommt das Betriebssystem endlich die Aufmerksamkeit, die es verdient?

Auf jeden Fall richten die großen Mobilfunkbetreiber in den USA ihr Augenmerk auf das Microsoft Betriebssystem für Smartphones. Analysten gehen davon aus, dass dies aber auch mit einem bedeutenden Hintergedanken geschieht: Der Einfluss Apples auf den Mobilfunkmarkt soll damit reduziert werden. Bereits jetzt sind die Kosten für die Neukundenwerbung um 40% höher, wenn der Neukunde ein Apple Gerät wünscht. Ein Erfolg von Windows Phone könnte den Einfluss von Apple zurück zu den Providern verschieben.

AT&T scheint bereits die Vermarktungsaktivitäten für das iPhone zu reduzieren: Während die Gewinne insgesamt gegenüber dem Vorquartal stiegen, brach der Absatz von Apple-Smartphones um 43 Prozent ein.

[ellshare]

Zitat von Push Daddy: Aha, und welche mobile Windows Version hat denn im Smartphone-Markt den Einbruch der vorherigen wettgemacht? WP 7.5 ist demnach ein totaler Flop oder wie?

Windows Phone ist doch ein ganz kleines Baby, das ist gerade erst geschlüpft.

Wenn man sich ansehen will wie Microsoft normalerweise agiert bietet PC Windows doch einen viel besseren Anschauungsunterricht.

[Push Daddy]

Antwort auf Beitrag Nr.: 43.107.664 von ellshare am 01.05.12 17:00:30

Aha, und welche mobile Windows Version hat denn im Smartphone-Markt den Einbruch der vorherigen wettgemacht? WP 7.5 ist demnach ein totaler Flop oder wie?