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On 2011-10-14 12:25:17, adsada wrote:
"Bert Nordberg (president and CEO of Sony Ericsson) said that they will
be shifting their entire portfolio towards smartphones in 2012. He didn’ t specify an
OS"
sounds to me like a company with a plan, not one that is about to part ways...
still hopeful this it's just a meaningless rumour
Now, I am not saying that the statement means that Ericsson is selling its stake to Sony or not but you don't jump the gun and pronounce to the world anything about ongoing negotiations. Clearly, they had no intention to discuss the rumour which may mean anything at this stage. Maybe there is a rumour and maybe there isn't but my concern is that if there wasn't one they would've come out and said unequivocally that there is no truth to the rumour of a Sony buyout.
Saying that they are shifting to smartphones only as from next year could also mean that the strategy from Sony Mobile (after the buyout) is to concentrate strictly on smartphones. Remember, Bert has inside info and he did even say, late last year, that SE will be moving closer to Sony this year and they did with a lot of Sony-centric phones.
Why aren't they addressing the rumour if it is not true? I know I would want to allay my employees' fears as well as the involved stakeholders not forgetting that this creates a lot of confusion to consumers. Something is brewing here.
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Posted: 2011-10-14 12:53:29
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Yeah I agree that's a fair point, on the other hand it seems strange that it has been over a week and nothing has slipped yet since the first tip off was made (nothing was even mentioned at the Q3 results) and like others have said many people within Ericsson haven't heard anything.
I'm merely trying to take something and take the positives out of it

obviously this has been their plan for a while now (the eventual shift to smartphones) I just really don't want the

brand to disappear.
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Posted: 2011-10-14 13:04:24
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I understand what you are saying. I would also love for SE to stick around, I love the brand and they have been doing most of the right things since last year.
Hopefully they will clarify this sooner rather than later.
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Posted: 2011-10-14 13:28:45
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One analyst pointed out, can Sony even afford to buy SE now? Around 1billion euro is pretty much for a company with no profit.
I hope Sony just thinks its cheaper to leave it as it is and invest more time in it instead.
[ This Message was edited by: motvikt on 2011-10-14 13:34 ]
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Posted: 2011-10-14 14:33:55
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I think whether the rumour is true or not SE don't have to address it as an issue. They aren't on the stock market and don't have shareholders to maintain so the danger there is non-existent. They should consider the handset buyers response to such news, but let's face it, there aren't that many in the general public who know, care or have heard about the possibility (we in the forums are the informed ones). I bet if you questioned 100 people in a mobile phone shop today, 5/100 might have heard the rumour and maybe 1 will care. So they can ignore the rumour completely.
Sony on the other hand might want to consider making a statement as it's emerged their shares are falling from the 'news' of a proposed buyout. Their representatives in Japan and London are actively declining to comment on the matter. This could be that it is a complete rumour and they haven't decided how to play the media or it could be a smoking gun.
Sony can afford to buy Ericsson. They're royalty in Japan and even their government will lend them money if they really need to. The question is, is it wise for Sony to do it. It will place financial burden on them and may restrict other parts of their company, but bringing all of the r&d in-house and spreading marketing costs a little thinner from other departments instead of pumping money into a flailing SE might pay for itself, in savings and a unified range of products and solutions.
I think the value of the purchase will decide whether it goes through or not (the same as with any deal anywhere in the world). If Sony value the next 5 year potential handset/tablet market as more than the touted €1.25bn then we have a goer.
Personally I can see in 5-10 years that everyone under the age of 45 will access the internet and communicate almost totally through a mobile device of some description (tablet or smartphone), only using PCs for/at work, more than that they will use that device to stream youtube or movies from the internet to the tv and use it to power their TV as computers. If Sony can get even 10% of that global market then €1.25bn is a steal.
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Posted: 2011-10-14 15:57:49
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On 2011-10-14 15:57:49, Ricky D wrote:
[text...]
Sony can afford to buy Ericsson.
[text...]
You mean buy
out 
right?
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Posted: 2011-10-14 18:37:23
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On 2011-10-14 10:18:21, Dups! wrote:
I guess any improvement compared to the last report is good. Not bad.
On to the next two quarters, I hope they do make a profit by then.
If they managed to move from 7.6 million phones to 9.5 million I suppose they can easily get to 12 million by the next quarter.
I am glad there is positive movement forward instead of going backwards.
I really hope so too, plus positive growth in units shipped for subsequent quarters gives me hope! I think the numbers WILL go up for Q4 as the entire portfolio is shipping now: Live & Active were the last 2 I believe.
Aren't handsets that pass thru the FCC new handsets? What is Sony Ericsson
A3880133? Wouldn't they have listed the known name if it was an announced model?
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Posted: 2011-10-15 03:39:01
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While the news of the buyout really bothers me as a fan/user, i think we should discuss the topic on its proper thread, we're getting Off-topic already if you guys won't mind me telling
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Posted: 2011-10-15 04:12:10
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On 2011-10-14 18:37:23, S4k1s wrote:
You mean buy
out 
right?
Yes, sorry, typo.
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Posted: 2011-10-15 05:29:27
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On 2011-10-15 04:12:10, razec wrote:
While the news of the buyout really bothers me as a fan/user, i think we should discuss the topic on its proper thread, we're getting Off-topic already if you guys won't mind me telling
I agree!
I find it interesting that this Nozomi is capable of hiding her face so well, shouldn't we have a leak by now? Since I have had a change of mind about SE and Sony Mobile, I am looking at it as a potential buy. I hope SE goes for a 4.5'' screen with this thing.
Where is rog when you need him?
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Posted: 2011-10-15 14:58:14
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