NOK-ALU have had a much rougher time of late (past week, specially) than the market, the Beta has to be about 3 (three times that of the general market), the research note I posted may have had something to do with that.

I hope a price war does not ensue as it would be a hit to the industry fundamentals, that would put further pressure on the telecom equipment stocks going into a seasonably weak period.  I would not be concerned long term as the fundamental drivers remain in place, this would only be an issue for the short to mid term wireless segment.