That MF (and I mean......Motley Fool) report is pretty cogent. But Eric's sales fell 11%, the exact figure MF cites that NOK has said it will not exceed in earnings growth in the over the next 5 years. But it almost all appears fairly laid out.....this Q's earnings call will not be terribly happy, and my guess would be that even though that might be a short term time horizon, the street has been very unforgiving of long term predictions vs. short term performance. May be a buying op - but....it seems to me a bit worrisome that the whole industry, and particularly EU sales growth, is under a cloud of suspicion. I'm very glad to hear Goldman has put a conviction buy on it, but I'm not sure how that plays out vs. results in the short term. A number of anaysts who did that with INFN seem fairly foolish now, and at least my stock portfolio is substantially lighter for it.

Read a story that there are 'vague' rumors of a buyout involving Ciena and F5. I expect they'll dissipate soon enough.

Also, Schwab seems to have initiated coverage of ATVI with an 'A' rating. But Schwab's research sucks - very close to worthless.