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Why Nokia’s Biggest Problem Is Microsoft
ByMathias Holmstrøm: When Nokia (NOK) abandoned its own operating system (Symbian) in favor of WP, it was (probably) under the expectation that Microsoft (
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How Much Is Apple’s Cash Really Worth?
ByMathias Holmstrøm: Introduction Apple's (AAPL) announcement that it will be returning cash to shareholders by borrowing $17bn has been heavily covered in the media. Journ...
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Why Apple Is Undervalued By As Much As 50%
ByMathias Holmstrøm: Introduction Over the last couple of months, the share price of Apple (AAPL) has stabilized somewhat in the $400-450 range. But is this new "low" reall...
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How Much Should Microsoft Pay For Nokia?
ByMathias Holmstrøm: Introduction Last week, Nokia (NOK) climbed to $4 on the news that Microsoft (
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How Many Lumia Phones Must Be Sold For Nokia To Break Even?
ByMathias Holmstrøm: Introduction Despite the 7.4M sold smartphones, Nokia's (NOK) smart device division still lost 160M Euro (non-IFRS) in the quarter, and it hasn't...
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Apple: A New Era Begins, What Will Happen To Its Earnings?
ByMathias Holmstrøm: Introduction Apple (AAPL) is entering a new era with a change of its smartphone strategy. While it previously had no problems growing sales by "just" ...
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Why Apple Didn’t Fix Its Biggest Problem
ByMathias Holmstrøm: Introduction With the news of Apple (AAPL) selling over
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Apple Earnings And Guidance – Why I Think It Will Beat Analysts Estimates
ByMathias Holmstrøm: Introduction On October 28, Apple (AAPL) will release earnings for Q4 2013. Initially, Apple guided for revenue between $34B and $37B, but after the be...
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Microsoft Finally Gained Some Momentum: But Is It Deserved?
ByMathias Holmstrøm: Introduction Microsoft (MSFT) is currently up 6% after it Thursday reported EPS of $0.62. This was a big earnings surprise as analysts had p...
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NSN: Nokia’s Largest Segment – How Much Is It Worth?
ByMathias Holmstrøm: Introduction With the sale of Nokia's (NOK) smart and mobile phone division to Microsoft (
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