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Author:

Jam ok

Subject:

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Date:

07/05/16 at 1:45 PM CDT

 

 

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Sentiment:

Neutral

Reply to:

MSG`#3801,`06/30/16
By LongTerm CapGains

 

Re: NOKIA: Goldman Sachs Upgrades NOK to BUY

lt cap,

So, is Cisco's deal like buying an Nvidia GTX 1080, and getting a free game? 'Buy Cisco hardware, get a free engineer?" 

The market is making me crazy today. NOK looks like a bargain, having been upped within the last week at Goldman to 'buy', and today's slide is tempting, despite the fact that I own too much already by a ton or more.  INFN below 11 looks charming. But I understand that Brexit is probably weighing on NOK, as there are fears that the wheels are coming off the train in Europe - today's news is full of things that haven't been mentioned in a long time - Italy's banks are in trouble, etc. If the EU comes apart, as has been predicted by a number of sooth sayers for a long time, I'm sure all hell will break loose. And on the 27th, we'll find out about INFN - which Jeffries raised to 'buy' about a month ago with an 18 PT.

I'm unsure whether this is a buying opp, at least for a trade,  or I'd best sit on my hands.

One thing I'm more sure of is this: While it doesn't begin to cover all (pc) sins, INTC's R and D seems to have come somewhat to its rescue: (I understand, I'm out of my area of expertise, but still), the memory that INTC developed jointly with Micron is reported to be 1,000 times as fast as today's SSD NAND memory, and will likely be a revolution the way the switch from mechanical drives to Nand storage was. And INTC can, to a degree, do whatever they want to with the patent - altho there are some indications that INTC is playing in a very proprietary way, and may in fact have products that are rivaled by what Micron does with sharing those patents. While I don't think there are commercial products available just yet (I *think* 3D point is going to be intel's name for their products), it shouldn't be too long before there are. Owning next-gen (and a huge leap) memory is kind of like being Rambus way back when - if you license it, you don't have to actually produce anything to keeps a huge stream of revs incoming. As I said, I think INTC wants to be proprietary and keep their products at the top of the heap, but we'll see. 

I think it has somewhat brightened INTC's propsects. We'll see.

And the super rich play by different rules - FBI recommends no charges (cough, cough) against Hilary.

And the county prosecutor declined to file charges against Edsel Ford II for beating on his wife in Grosse Point, MI.

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