Nokia

[sgd]

sure .. this is not overnight thing to become a global leader it takes time and a lot of investment. Samsung took more than 10 years buying up companies to become electronics global leader. If you had told westerners in the 80's or 90's that Samsung would one day become the global leader in electronics they would probably have laughed.

If you look at the elements that are in place, to build all these electronics and smart devices you need low cost manufacturing and you need rare earths and china has all these, they control 90% of global rare earths production and they have all the cheap and skilled workforce that can make anything end-to-end today. There's really nothing to halt them is just only a matter of time, what they don't have is a large domestic consumer market but that will eventually happen under this new chinese leadership. if you want an investment with a long term horizon buy huawei or any of the consumer related coy in china

Huawei has all the elements highlighted, plus huawei technologies and leader position in the back-end.

Huawei already win and a leader in the back-end market.

To become leader in hand-phone market, the lacking is a "steve jobs" leader, which is probably the hardest and most critical base on my limited understanding of Huawei culture.

to become a leader you just need to throw money into marketing

why apple products are so wildly successful is because of strategy they intro their products to people who grow up using them as students and later on work life that's why they have brand loyalty. The same way you see in macdonalds commercials always have kids as patrons

just see this little video to understand people who use mac products
http://www.youtube.com/watch?v=FL7yD-0pqZg

[CityFarmer]

sure .. this is not overnight thing to become a global leader it takes time and a lot of investment. Samsung took more than 10 years buying up companies to become electronics global leader. If you had told westerners in the 80's or 90's that Samsung would one day become the global leader in electronics they would probably have laughed.

If you look at the elements that are in place, to build all these electronics and smart devices you need low cost manufacturing and you need rare earths and china has all these, they control 90% of global rare earths production and they have all the cheap and skilled workforce that can make anything end-to-end today. There's really nothing to halt them is just only a matter of time, what they don't have is a large domestic consumer market but that will eventually happen under this new chinese leadership. if you want an investment with a long term horizon buy huawei or any of the consumer related coy in china

Huawei has all the elements highlighted, plus huawei technologies and leader position in the back-end.

Huawei already win and a leader in the back-end market.

To become leader in hand-phone market, the lacking is a "steve jobs" leader, which is probably the hardest and most critical base on my limited understanding of Huawei culture.

to become a leader you just need to throw money into marketing

why apple products are so wildly successful is because of strategy they intro their products to people who grow up using them as students and later on work life that's why they have brand loyalty. The same way you see in macdonalds commercials always have kids as patrons

just see this little video to understand people who use mac products
http://www.youtube.com/watch?v=FL7yD-0pqZg

If monies into marketing is the only critical factor to become leader, WB should venture into it. WB has tons of monies and the return from a leader like apple is lucrative.

Cash (monies) is king, but may not be true in this case, at least IMO

[smallcaps]

sure .. this is not overnight thing to become a global leader it takes time and a lot of investment. Samsung took more than 10 years buying up companies to become electronics global leader. If you had told westerners in the 80's or 90's that Samsung would one day become the global leader in electronics they would probably have laughed.

If you look at the elements that are in place, to build all these electronics and smart devices you need low cost manufacturing and you need rare earths and china has all these, they control 90% of global rare earths production and they have all the cheap and skilled workforce that can make anything end-to-end today. There's really nothing to halt them is just only a matter of time, what they don't have is a large domestic consumer market but that will eventually happen under this new chinese leadership. if you want an investment with a long term horizon buy huawei or any of the consumer related coy in china

Huawei has all the elements highlighted, plus huawei technologies and leader position in the back-end.

Huawei already win and a leader in the back-end market.

To become leader in hand-phone market, the lacking is a "steve jobs" leader, which is probably the hardest and most critical base on my limited understanding of Huawei culture.

to become a leader you just need to throw money into marketing

why apple products are so wildly successful is because of strategy they intro their products to people who grow up using them as students and later on work life that's why they have brand loyalty. The same way you see in macdonalds commercials always have kids as patrons

just see this little video to understand people who use mac products
http://www.youtube.com/watch?v=FL7yD-0pqZg

If monies into marketing is the only critical factor to become leader, WB should venture into it. WB has tons of monies and the return from a leader like apple is lucrative.

Cash (monies) is king, but may not be true in this case, at least IMO

"If you gave me $100 billion and said, 'Take away the soft-drink leadership of Coca-Cola in the world,' I'd give it back to you and say it can't be done."

-- Warren Buffett.

[KopiKat]

sure .. this is not overnight thing to become a global leader it takes time and a lot of investment. Samsung took more than 10 years buying up companies to become electronics global leader. If you had told westerners in the 80's or 90's that Samsung would one day become the global leader in electronics they would probably have laughed.

If you look at the elements that are in place, to build all these electronics and smart devices you need low cost manufacturing and you need rare earths and china has all these, they control 90% of global rare earths production and they have all the cheap and skilled workforce that can make anything end-to-end today. There's really nothing to halt them is just only a matter of time, what they don't have is a large domestic consumer market but that will eventually happen under this new chinese leadership. if you want an investment with a long term horizon buy huawei or any of the consumer related coy in china

Huawei has all the elements highlighted, plus huawei technologies and leader position in the back-end.

Huawei already win and a leader in the back-end market.

To become leader in hand-phone market, the lacking is a "steve jobs" leader, which is probably the hardest and most critical base on my limited understanding of Huawei culture.

to become a leader you just need to throw money into marketing

why apple products are so wildly successful is because of strategy they intro their products to people who grow up using them as students and later on work life that's why they have brand loyalty. The same way you see in macdonalds commercials always have kids as patrons

just see this little video to understand people who use mac products
http://www.youtube.com/watch?v=FL7yD-0pqZg

If monies into marketing is the only critical factor to become leader, WB should venture into it. WB has tons of monies and the return from a leader like apple is lucrative.

Cash (monies) is king, but may not be true in this case, at least IMO

"If you gave me $100 billion and said, 'Take away the soft-drink leadership of Coca-Cola in the world,' I'd give it back to you and say it can't be done."

-- Warren Buffett.

Something more local in 2004...

Creative declares 'war' on Apple's iPod
MP3 player firm commits $100m to out-spend rivals' ad campaigns

Guess $100m is too little as they didn't even manage to make a dent...

[sgd]

dear dear ... here we go .. Apple and coca cola are spending tons of money every year on advertising. In 2011 alone Apple spent over 300 million on advertising, if they are really "unique" as trying to implied why bother spend even a single dollar?

coca cola spend around 3 billion annually on advertising.

poor creative was outgunned

http://www.businessinsider.com/heres-how...pad-2012-8

http://brontecapital.blogspot.sg/2012/11...ckard.html

[CityFarmer]

Out of curiosity, i searched the advertising and promotion expenses of Apple and Nokia. Here is the finding for FY2011

Apple : 933 million US$
Nokia : 1212 million Euro i.e. 1574 million US$ (1 Euro to 0.77 US$)

Hmm... Nokia should lead with almost double in advertising and promotion expense, but it is not true....

[specuvestor]

I'm also wondering how much money Apple poured into marketing when it was a few months from bankruptcy

[brattzz]

marketing is not throwing money away....

marketing tells u exactly what your clients wants... whether u can deliver or not depends on ur HR, u have to get the right ppls to deliver!!!

[KopiKat]

I'm also wondering how much money Apple poured into marketing when it was a few months from bankruptcy

How nostalgic... You must be talking about '97, Steve Jobs 2nd coming to Apple...

Microsoft to invest $150 million in Apple

---

While we talked about Nokia vs Apple vs Samsung and potentially Huawei, there's also Lenovo lurking nearby....

Lenovo Poised to Lead in China's Smartphone Market by 2013

That's why the Tech sector is never boring....

[sgd]

if you look at the 10-k page 62, the statement says apple spent several hundreds of millions every year on marketing and advertising
http://edgar.sec.gov/Archives/edgar/data...8/d10k.htm

That's why I say if you want to be a leader just need to throw money into advertising that and of course your company better also make products that ooze sex appeal

that's was why I think poor creative never stood a chance, creative makes very good quality products, if you go to sgx read the statement history their r&d are very innovative and continually develop new products and announce them but when they went head to head with apple they only had 100mil to play round 1 poker but from round 2 to round 10 they didn't have any ammo and were outgunned by the deep pockets at Apple.