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Re: CSLA Analyst contends
Ericson should concentrate on Profit not Growth
lt cap,
In the end, I also want to acquire more NOK- perhaps even to get
some 'trading shares' - but I'd like it better at a better
price (who wouldn't?), and that seems to be the $5.70's at the
moment. The outlook certainly seems mixed to me - NOK I think will
get lifts as synergies get worked out and good news is released as
they go along. And I've said long term the secular growth seem
almost guaranteed in the sector, I can see bumps in the road -
e.g., the 5G deployment starts in 2018, but I read somewhere that
it really isn't going to be a big factor until around 2020 in terms
of adoption - although the article said that was for businesses - I
thought 5g was just the next iteration of speed of data
transmission for smartphones, not necessarily business-centric. And
I'm an amateur, but it's my guess that the telcos are going to be
just as stingy in buying the eqiupment needed for 5g, finding ways
to restrict access, get as much $ per packet of data as they can
while keeping capex as low as possible - kind of just like
now.
Much as I hate Microsoft, perhaps NOK could take a page from
their book - design viruses that make InPhi's software solution for
DCI boxes unstable and give the equivalent of the 'blue screen of
death'. Payback time.
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