INFN is not only a boken stock, it is a broken company.  Management has been totally inept for the past year and a half, probably lon...

2

-

-

-

OT - Holy crap! INFN down 30% on poor outlook and CFO resigning, to about $3.60/sh. And I was bummed because INTC is down almost 5% again ...

3

1

-

-

<p>OT - At the bottom of this article on CIEN is an analysis of NOK's performance and problems.</p> <p><a href= " ">f...

4

-

-

-

Not sure if anyone ever took a flyer, but AQ agreed to be acquired by MRVL.   Semiconductor company Marvell Technology Group Ltd...

4

-

-

-

lt cap, The funny thing about the blurb I read on the news of earnings, is that their projections for rev/earnings in 2020 are well above w...

4

-

-

-

NOK management completely MIA.  Posts a loss, and continues to excuse its execution.  Simply inexcusable. Wonder if Suri will be ...

4

1

-

-

OT - ERIC STOCKHOLM (Reuters) - Ericsson posted a first-quarter profit on Wednesday that swept past forecasts due to strong growth in...

4

-

-

-

OT - NOK BRUSSELS (Reuters) - German car parts maker Continental and French rival Valeo have joined Daimler and Bury Technologies to ...

4

-

-

-

Wow. It is amazing what happens to a stock when you announce $2/share in earnings potential. QCOM is going to dominate 5G chips for the next 5-...

4

-

-

-

OT - Ugly day for NOK - down 5%+ on Goldman's downgrade from neutral to sell. Said they think there's more downside to consensus estimates...

3

-

-

-

<p>lt cap,</p> <p>Agreed - unlikely they'd make a felicitious outcome of it. But I'm sure they could screw it up worse.&...

3

-

-

-

You guys know that from time to time I have stated my preference for Dividend over buybacks, in part because buybacks have a checked record as comp...

3

1

-

-

It looks like Alcatel was not exactly keeping the books on the up and up.  Nokia has quantified the hit, it will be ~$125M, so not si...

3

-

-

-

OT - NOK - Getting beaten badly on a bad market day. The story I read wasn't very clear about the reason, but it appears to relate to some...

3

1

-

-

lt cap, Yeah, I read a dismaying story in the NY Times a couple of days ago that showed just how badly Trump is screwing this up. On the o...

3

-

-

-

I think the Huawei issue is completely separate from Trade, however, I could be wrong and Trump may be using it as a lever in these Trade ...

4

1

-

-

What are your expectation regarding a potential China deal with respect to Huawei? I saw that many Euro countries (most of Europe) want to...

4

1

-

-

I am thinking that the market keeps bouncing around in this wide channel, say S&P 2400 - 2800 though June.  Due to the clear lack of funda...

4

1

-

-

OT:  My opinion on the chances of a recession: The US has slowed down significantly. Starting in October it seemed as if we could tilt into on...

4

1

-

-