如題: http://www.bloomberg.com/news/2011-11-22/nokia-falls-on-analyst-report-of-lower-than-expected-lumia-sales.html
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以前隨便哪個分析師說一說，不見得是可以上報的東西
軟體要花時間，WP7到芒果才真正比較完整一點
硬體也要花時間，你去看三星做Android的第一年
規模銷量聲勢不就是像Nokia現在這樣，那時有誰想像到會有今天的？
雖然看似好像企劃時就該完善，但廠商往往要第二，三年才能抓到市場脈動
現在媒體報導都搞得好像產品是魔術變出來似的
不好就擺張臭臉，叫waiter拿回去再變一個出來
有這麼簡單的話，Nokia何必走到今天這一步？
還有，Nokia的WP7策略重點並不是此刻，而是後面可能還要用中階來跟進
(現在的中階是不到萬元，請參考Xperia Neo)
那個才是Nokia每次有機會爆量的地方
也是我個人認為Nokia選擇WP7的其中一個原因
如果他們心中高階為主，恐怕就不會選WP7...是我的看法
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Nokia Oyj (NOK1V), the world’s biggest maker of mobile phones, declined as much as 6 percent after analysts said the company’s first Windows Phones shipments were lower than expected.
Nokia may have shipped less than 1 million units for the quarter, with sales to customers of less than 500,000, James Faucette and other Pacific Crest Securities Inc. analysts wrote in a report dated yesterday. Doug Dawson, a spokesman for Espoo, Finland-based Nokia, declined to comment on the report.
Nokia announced the 420 euro ($568) Lumia 800 and 270 euro Lumia 710 last month for shipment this quarter and said it plans more models and higher volumes with U.S. and China rollouts early next year. Chief Executive Officer Stephen Elop shifted to Microsoft Corp. (MSFT)’s Windows Phone platform for the company’s main smartphone line after the company lost ground with its own 10- year-old Symbian software.
“The market has somewhat elevated expectations for Nokia and its Lumia launch, particularly given the strong backing from carriers that the company is garnering,” Faucette wrote. “If Nokia is unable to successfully regain high-end market share in the next several quarters, the stock could return to what we consider a fair value of roughly 4 euros.”
Nokia traded 5.5 percent lower at 4.34 euros as of 11:32 a.m. in Helsinki. That was the third-biggest slide on the Stoxx Europe 600 Price Index.
以Bloomberg的分析來看 (bloomberg 不是媒體...):
“The market has somewhat elevated expectations for Nokia and its Lumia launch, particularly given the strong backing from carriers that the company is garnering,” Faucette wrote. “If Nokia is unable to successfully regain high-end market share in the next several quarters, the stock could return to what we consider a fair value of roughly 4 euros.”
起碼投資者是希望Nokia重新打入高階智慧型手機市場, 若是不能在未來幾季內打入, 股價應該會從現在的價格移動到4歐元. Nokia的走向似乎和市場的預期有些出入.
2012 Tegra 3都出了.
Toshiba的新機都出千萬畫素的鏡頭了, 2012年的高階主流應該是進入 千萬畫素, 4核, 1GB RAM的時代了. 而中階應該會是8百萬畫素, 雙核 + 1GB RAM 了. 2012年高中階手機應該會是以數位相機畫素和核心數量來區分了. Xperia Neo在2011的規格應該算是中低階了, 2012的話應該算是低階了.
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