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Author:

Jam ok

Subject:

Off Topic

Date:

04/13/16 at 1:32 PM CDT

 

 

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Sentiment:

Neutral

Reply to:

MSG`#3561,`04/13/16
By LongTerm CapGains

 

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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