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 Technology Stocks : Nokia (NOK)

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To: sense who wrote (30971)7/28/2012 1:54:16 PM
From: senseRead Replies (2) of 33482
 
Clearly it's not ready to start eroding Nikon's business from the top end... and the element in the precision optics requirement for serious photography seems likely to generate a pretty significant barrier to scaling...

But, it seems pretty clear that the entire lower end range of the digital camera market doesn't really have much of a reason to exist when smart phones are made MORE capable than low end cameras are... at being cameras...

NOK will capture that portion of the market that "cares"... including some portion of decisions that will be made based on the ability to avoid buying a camera by buying a phone that is one.


I don't have a clue how much influence that's likely to have in the market... over time.

From a consumer perspective... it means that at some point "soon"... given a few product cycles... we're going to be getting NOK quality camera capability paired with Samsungs file sharing abilities... for less money than you'd spend on a pocket camera otherwise. Seems an inevitability factor exists there... even if only because there are probably a whole lot more phones being manufactured now than pocket digital cameras...

Seems likely to me that the largest impact that emerges will be on the camera markets... without it necessarily making more than an incremental difference in the phone wars...

So, maybe among the best bets you could place based on the awareness... would be the "picks and shovel providers" among the chip makers for the phone cams... or shorting the camera makers who depend on the low end of the market for survival ?









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