A pivotal point for Nokia

With new products on tap, the tech company could see a turnaround in the second half of 2012.

By TheStockAdvisors Apr 3, 2012 1:11PM
By Paul McWilliams, Next Inning

One of the readers of the Next Inning newsletter suggested that Nokia (NOK) seems to be getting quite good press and that its new product announcements look promising.

I completely agree.

I also agree with the contention that an exceptionally well designed Win 8-based tablet could mean great things -- particularly if a Win 8 device is well aligned with corporate desktops and business user needs.

This could be a pivotal event for Nokia. My gut reaction is that the company's new design head, Marko Ahtisaari, is someone who can deliver such a compelling device.

The trajectory and execution at the company is well aligned since Stephen Elop took over as CEO -- one of the more welcome CEO changes we've seen at a major tech company in the recent past.

While Nokia needed a major overhaul, I think the company has made more progress towards that goal than its stock price today suggests.

Of course, much of the pressure on price has been attributable to broader negative pressures from the fiscal problems facing Europe. As I see it, NOK is positioned well for a turnaround during the second half of 2012.

One additional point I'll add is it appears that Nokia Siemens Networks -- a joint venture between Nokia and Siemens --  will not require, or receive, any cash this year from the mother-ships and may itself actually emerge from 2012 in pretty good shape.

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Tags: NOK
Apr 3, 2012 3:36PM
Totally agree. If the Lumia 610-900 can receive good impressions from EU and US, don't really need blockbuster numbers, just good-excellent buyer reaction and good reception in CHina and India next month, then the stage will be set for 2nd round products beginning with Windows 8 and WP8. Just that expectation will increase momentum and the realization that hardware and functionality will increase greatly with n-cores, NFC, high res screens, Skype and Office 2013 integration. Continued XBox use for home entertainment, gaming and media will all help ecosystem growth.  Next up major wins with app developers as Windows 8 tablets increase size of mobile base. Look for real wins in Fall of 2012 and all of 2013.
Apr 3, 2012 3:05PM
Yet, my ill-fated Nokia N9 is the best smartphone I ever owned. It's a huge pity Vanjoki failed to deliver products to market early enough.

And mind you, Marko Ahtisaari has been around Nokia for a while now. The company's industrial design has always been good, with him or without him.
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