lt cap,

As we've seen with INFN,  'management' of all information, particularly forward guidance, can make or break a stock at least in the short term as you note, especially if the 'payoff' is not yet apparent. I wish we could 'rent' Welch and co. from INFN to do NOK's conference call :-) My understanding was that NOK's sale of 'HERE' was important,  to having the coin to comfortably buy ALU. I might have that wrong, as it may be a stock deal in which the percentage was underbid below what some feel ALU is worth. And if so, then the sale of "HERE' would still bolster NOK's balance sheet. Regardless, the 'HERE' sale seem pretty important if my understanding is correct - it would be a nasty situation if 'HERE' is unsellable at a reasonable price, if all the realistic suitors are all becoming 'paired up' for the 'dance.' Rajeev's handling of that, so far, has not been a confidence builder. Let's hope CC's, particularly the bad earnings ones, are handled with more aplomb.