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  • commented 11/22/14
  • tags: MSFT AAPL GLW NOK
  • your article completely misses the point of the N1 announcement. With this move Nokia has effectively offloaded the entire risk onto its Chinese partner, Foxconn. This is a risk free structure, if the product is successful Nokia will benefit from the royalties per unit, if the product fails, Nokia is out nothing other than the initial design cost...That your analysis leaves out Foxconn altogether makes you're entire report and price target dubious at best. no mention is made of the pending Samsung arbitration. [ less... ]
    your article completely misses the point of the N1 announcement. With this move Nokia has effectively offloaded the entire risk onto its Chinese partner, Foxconn. This is a risk free structure, if the product is successful Nokia will benefit from the royalties per unit, if the product fails, Nokia is out nothing other than the initial design cost...That your analysis leaves out Foxconn altogether makes you're entire report and price target dubious at best. no mention is made of the pending Samsung arbitration.
    Aditya Chopra commented 5 years ago
    Thanks for the comment. As far as N1 is concerned, the risk still lies with Nokia. Foxconn is just a contract manufacturer which manufactures/assembles the N1. The whole marketing and inventory management is still likely to be Nokia's responsibility because its brand value and licensing revenues are at stake. As for Foxconn, it will do its part of production as per contract, take the payment and move on to another product for another customer.
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