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Author:

Jam ok

Subject:

Off Topic

Date:

06/30/16 at 2:44 PM CDT

 

 

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Sentiment:

Neutral

Reply to:

MSG`#3796,`06/30/16
By LongTerm CapGains

 

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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