Reinventing the Millennium.

Nokia's new CEO Simmons suddenly led the team to China.

This immediately affected many nerves.

There is only less than a week left before the ITC gives the final ruling. Nokia's actions are too sensitive.

What does Simmons want to do?What does Nokia want to do?
It is said that it is to actively explore the Chinese market, it is said that it is to expand cooperation with China Mobile, and it is said that it is to adjust the regional structure of Asia, but if you say this, do you want to meet Fang Zhuo and surrender?

As soon as the news of Simmons' special plane taking off came out, the forces including Goldman Sachs, Bridgewater, Paulson, etc. who were interested in Yike this time were more or less mobilized.

Even Microsoft, which has initially reached a cooperation with Nokia, is also paying attention to this matter.

What if the two sides make peace?
Microsoft is not willing to see such a result.

The "King of Short Selling" Paulson is investing heavily in shorting Yike this time. He firmly believes that the ITC ruling will bring a serious blow to Yike, and he firmly believes that Yike will encounter chain reaction competition.

Yike started the pre-sale on April 4. Although the data was not released this time as in previous years, these hidden treasures cannot be hidden. Paulson's team estimated from multiple sources of data, and there is a number range that is not bad.

从23日到5月7日的两周时间，易科Mars3的预售区间是40-50万，Selfy的预售区间20-30万。

What level of numbers is this?

Generally speaking, the pre-sale curve is gradually lower.

Paulson's team made a comparison of the same period data. In 2007, the first generation of Mars adopted a long-term pre-sale model, with an average daily pre-sale number of 1.39 units.

The Mars3 of the same series is 2.86 to 3.57 units, which seems to have increased a lot, but the pre-sales of Mars3 are more than the local pre-sales, the popularity of the Yike event, and the vigorous development of the global smartphone market. These three important factors have brought value-added The qualified line must be at least 5.1 units.

As a comparison of the same system camp, the number of Samsung's flagship Trump is 6.2, which is extremely excellent!

In 2007, the first generation of Mars was qualified if it exceeded one million.

Now, if the third-generation Mars does not exceed 1800 million, it is lower than market expectations.

After all, Paulson's team is improvised. Although the members also have dazzling resumes, he still communicates with more professional teams in the industry to improve higher-level and targeted data, and the conclusions drawn are not bad.

The pre-sale of the two models of Yike this time is far from meeting expectations in the global smartphone development.

Now that they have analyzed it, the Paulsons have also analyzed the reasons for Yike's situation by the way.

The ITC ruling, the lack of channels affected by patent litigation in Finland and the United Kingdom, the suspension of cooperation with Verizon, the second largest operator in the United States, the consumer group being attracted by competing products from the same camp, and the appearance of Mars3 has not changed much, etc., all these combined to create pre-sales poor.

The secondary market depends on future expectations. In the past, Yike was the pioneer of 3G smart phones, the world's first front-end smart phone, and the prototype of the new generation of Nokia. However, with the efforts of Samsung and other manufacturers, the industry The level of competition has risen steeply by more than one notch.

Coupled with the influence of various off-market factors, Yike's stock price is overvalued, and Yike's prospects are narrowing.

Paulson has a lot of information about Yike.

He has confirmed that he will release data and conclusions with several authoritative organizations after the ITC ruling in May, so as to maximize the suppression of Yike's stock price.

It's just that Nokia's sudden change at this juncture is very unsatisfactory.

If Nokia and Yike suddenly reached a settlement, although the reality of Yike’s pre-sale is still there, the bad news that hit the market sentiment will be disintegrated. How can this be tolerated?
Paulson has some European clients in his hands, but he is not very capable, but he knows that Yike’s last major transaction was with Goldman Sachs, Goldman Sachs’ habits...

During the previous subprime mortgage crisis, Paulson’s hedge fund issued junk bonds with Goldman Sachs. They knew best about their profit grabbing. Now that there is such fat as Yi Ke, he does not believe that Goldman Sachs will be indifferent.

Similarly, some rumors he received were that several other large institutions were also examining Yike's situation.

This is related to Fang Zhuo's premeditated short squeeze last time, but the more important thing is naked interests.

Paulson secretly contacted the big institutions and tried his best to lobby them to take action. Regardless of whether Yike negotiated with Nokia or not, this trend must be broken.

Just as the special plane of Nokia CEO Simmons landed in Shanghai, Microsoft CEO Ballmer's private plane departed from Redmond, and its destination was Finland in Europe.

On May 5th, Simmons didn't even go to the capital. After meeting the high-level executives of China Mobile in Shencheng, he still asked Shencheng's leaders to mediate and knocked on the door of Fang Zong.

Nokia is a big international brand and has always had strong influence and business cooperation in China.

At the same time, the leaders of Shencheng also believed that the patent reconciliation might be an exploration for Yike to solve the problem.

So, Fang Zhuo still agreed to meet Simmons.

Simmons' full name is Rick Simmons. He is an American. He is very young. He is only fifty this year, and he is in his prime as a leader of a large group.

He has already prepared himself mentally during his trip to China, and intends to start from the two directions of European litigation + US ITC ruling, and persuade Yi Ke to negotiate a peace.

Simmons believes that this is the best way out at the moment. Nokia is indeed facing threats, but Yike is not at ease. Samsung's latest changes are an important bargaining chip for the negotiation.

And, he also brought a gift to Mr. Fang.

Simmons walked into Yike's president's office, without saying a word, and handed Mr. Fang a document.

No pleasantries, just this gesture, which is very unconventional.

Fang Zhuo stretched out his hand to invite Simmons to sit down, took the document, and read it carefully.

The document is very thick, but after reading a few pages, he could see the clues, and directly turned to the final conclusion - bypassing the key touch patents of Yike and Apple by combining software and hardware.

"Mr. Fang, we should talk." Simmons took out such a gift, and his attitude was still sincere.

Fang Zhuo didn't speak immediately, but re-read it for a while, and estimated, "It's not finished yet, it's just theory and expectation?"

Simmons said politely: "It will be soon. No matter what, you should believe that Nokia is still strong, but we still hope to focus on products instead of these areas as soon as possible."

Fang Zhuo put down the document. This was Nokia's attempt to solve the problem from the key root cause. I don't know how long Simmons said "soon", but this undoubtedly greatly weakened the power of the patents in the hands of Yike and Apple.

However, Apple and Ike's countersuit against Nokia may speed up the process at the ITC.

Well, if the ruling is overturned this time, there will be new official industry measures, and counterclaims may not be implemented.

Fang Zhuo turned his thoughts and evaluated the changes from Nokia in his mind.

The major manufacturers are not just sitting back and watching the rise of Yike without any changes. For example, Apple’s repeated press conferences in advance and Samsung’s launch of its flagship Trump are all chain changes.

The same is true for Nokia. They have the common problems of large groups, but they are also struggling to find a way out.

"Since it's a theory, let's wait for it to come to fruition." Fang Zhuo was silent for a while, giving an attitude that completely exceeded Simmons' expectations.

Simmons said in astonishment: "Mr. Fang, think carefully. When Yi Ke's bullet is fired, we all know where it hit."

Fang Zhuo smiled slightly: "I still want to give it a try, you sue me, I sue you, it's fair, isn't it?"

"You, you, you..." Simmons believes that the development of the situation and the things he puts out can change the decision-making of the opponent, and at the very least, he should think more about it. "Aren't you afraid? Samsung, ITC, Google's swing..."

Fang Zhuo smiled and said, "Not afraid."

Simmons asked subconsciously, "Why aren't you afraid?"

Fang Zhuo handed the document back the same way: "If you are not afraid, you are not afraid."

Simmons opened his mouth and fell into a long silence.

Unexpectedly, I came back late again. I will update a small chapter first, and then fill it up during the day.