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Samsung's Problems affect
Nokia's Technologies division
They would be partially offset by Apple selling more iPhones.
However, it is murky and I am not sure to what extent one
could outweigh the other. Apple is probably in the midst of
renegotiating the Patent agreement with Nokia.
Does anyone remember when Samsung's problems begun? Is it
more or less than months?
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Samsung's issues with the Note 7 are a couple months old, but
now with the total recall, I would say they have continued to grow
over that time and are now at their worst.
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Author:
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breinejm
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Subject:
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Analysis
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Sentiment:
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Neutral
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Date:
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10/11/16 at 9:38 AM CDT
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My own gut feeling is that even though Apple will stand to
sell more iPhones and pay Nokia additional royalties, the immediate
hit to Nokia will probably not be completely made up by these
additional iPhones sales. That said, this is a temporary hit, not a
permanent.
I would assume Samsung has simply gone back to the drawing board
regarding the battery/charger circuitry etc ... and should have a
"new" phone within months, I cannot see them taking longer, they
just cannot afford that.
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Author:
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LongTerm
CapGains
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Subject:
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Analysis
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Sentiment:
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Neutral
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Date:
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10/11/16 at 10:11 AM CDT
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