>
New Topic
>
Reply<
Esato Forum Index
>
Sony Ericsson / Sony >
General
> Sony CEO thinking over Ericsson joint venture
Bookmark topic
Q1 2009 will show where this JV is headed. They may yet again break even this quarter, or by any luck make a little profit. I think Q1 next year is a make or break for SE.
Thanks goldenface! I seem to be stuck on 2008.
_________________
GH688, MC 6000 DeskTop Charger, R320s, R600s.
P910i, W890i
Motorola v8.
[ This Message was edited by: EMS06 on 2008-08-28 10:17 ]
--
Posted: 2008-08-28 10:33:13
Edit :
Quote
I think Q32008 will be the worst simply because the economy in Europe will not have turned around, and will not do for the forseable future and SE is short on key devices.
I predict a big financial loss this quarter, however there is still a demand for well-equipped candy-bars such as the W902 which should do really well.
The 8.0MP C905 should be received quite positively as there is none of the fiddly design of the K850i, which I think put a lot of people off and the A200 bugs should be ironed out; if the C902 is anything to go by it should be flawless.
These, coupled with a new touch-device should help enormously in Q4.
[ This Message was edited by: goldenface on 2008-08-28 10:31 ]
--
Posted: 2008-08-28 11:04:11
Edit :
Quote
The news come from Germany is so negative but if anyone read digitimes.com which is mostly taiwanese based online site reporting manufacturing news...SE is no1 at taiwan in term of sales...not unit ship and this seem to be first time they able to do it....I can't remember which month but it happen just recently.
--
Posted: 2008-08-28 11:37:43
Edit :
Quote
Yes, I remember reading that article, it was the same situation globally - I think early last year - when SE made more financial sales globally than Samsung.
Regarding the comments, I'm alert for comments like that being taken out of context. It would have been nice to have read the whole interview.
[ This Message was edited by: goldenface on 2008-08-28 10:50 ]
--
Posted: 2008-08-28 11:49:45
Edit :
Quote
i do hope q2 being the last we see them suffering. if motorola can improve using rokr e5 why can't se. but still only can know by oct when q3 result out. well at least this quater i contribute a bit by getting a p1. first se purchase after 2005.
--
Posted: 2008-08-28 16:45:00
Edit :
Quote
I can't believe all this is going on actually.
The company didn't even make a huge loss last quarter and they're already talking about the JV breaking up. How silly.
A couple of dodgy financial quarters and they're about to throw in the towel? They've been through much tougher times than this and survived so they should just knuckle down and get on with it rather than make things worse by highlighting apparent splits in the JV.
--
Posted: 2008-08-28 17:14:52
Edit :
Quote
Ryoji Chubachi says they won't break up with SonyEricsson ..
[ This Message was edited by: SilveR. on 2008-08-28 16:31 ]
--
Posted: 2008-08-28 17:29:23
Edit :
Quote
They got themselves in this mess!
@goldenface
Funny that they had the most torrid time early on in the joint venture, actually losing money but kept at it until they were profitable. Now, tough times are here again, not as bad as 2001/2002 and they crack under it all.
He's talking of a buy out which makes me wonder if Ericsson would agree to it should it come to that, considering that they have the know-how in this business.
Also, what I find funny is him saying that both parties discuss and share ideas about how to make the JV profitable. If they did like I feel they used to 2 years back they wouldn't be in this mess.
The good news is that senior people are realising the huge mess this has become.
--
Posted: 2008-08-28 17:56:56
Edit :
Quote
'We have to work together again as we did two years ago. Or the joint venture will have to find its own solution," Stringer said'
This is good news indeed. If someone has realized the 2 year time frame that started SE's downfall, they are probably close to analyzing the problem for the first time.
--
Posted: 2008-08-28 21:03:47
Edit :
Quote
If it is raining here over there in hailing.
Check this MSN Money article about iPhone missing the boat and using SE as standar of mesure against Apple.
Here some quotes:
…“It is widely estimated that as many as 25% of the iPhones purchased in the U.S. never show up on the AT&T network. And that's a sign Apple made a big strategic mistake by locking itself into an exclusive relationship with the phone carrier.”…
…”Many of Apple's products could define the term "consumer discretionary spending." And with the U.S. economy on the way to a prolonged recession -- if it isn't there already -- there is simply not enough consumer spending out there for all the new and improved iPods, iPhones and iMacs that Apple can roll out in the future”…
…“Apple and AT&T may have permanently lost out on hundreds of millions (or billions?) in revenue to shrewd middlemen all over the world. As a result, the value of Apple's iPhone business unit is nowhere close where it could be.”…
…“The personal-computer unit's value is no larger than Dell's (DELL, news, msgs) at $45 billion. The iPod/iTouch/iTunes business is worth no more than all of Sony (SNE, news, msgs) at $40 billion. The iPhone unit's value is no more than a third of Research In Motion (RIMM, news, msgs) at $25 billion. This is very rough, but the generous total comes out to roughly $110 billion, while Apple's actual market capitalization -- what it would take to buy all of its outstanding shares -- is a pricey $154 billion.”…
You can read the whole thing here:
http://articles.moneycentral.[....]CapitalistJournal20080828.aspx
.
--
Posted: 2008-08-29 03:07:24
Edit :
Quote
New Topic
Reply
