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Re: NOKIA: Goldman Sachs
Upgrades NOK to BUY
lt cap,
Thans for all the news. I wouldn't have caught that in my own
news survey, most every day. I don't know much about how Cisco's
winning that large customer contract, and former (I guess) INFN
customer impacts INFN. But choosing a 'solution' other than the
DTN-X, which I think I remember is their main 'disruptive tech'
creation doesn't sound so great. It would be interesting if they
had analyzed whethr this is a one-off for a specific situation, and
whether DTN-X is still the best solution for the majority of
clients in that segment of networking. I suppose the CC will have
to address that, I'd think. It sure was tempting in the $10's, and
may be here above $11. But there being several significant issues
to be clarified, I'll probably go the route you said you preferred
some time ago, which was waiting to see how the CC played out,
hopefully giving better guidance and clarity. The sector still
seems to be out of favor, in terms of price movements, compared to
the rest of the market. Well, except if you're in oil :-)
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