OT - NOK,

Another day, another dizzying 4% dive for NOK. I understand the ERIC sympathy vote, and the Samsung news. And y/o/y estimates are all lower than last year. But at least analysts know the info, as their guesses at EPS for this and subsequent quarters are all below what last year's were. And it looks to me from reading that the last six changes in analyst recommendations, going back to April were all upgrades, the last one being Goldman Sachs on 6/30 raising it to 'buy' from 'hold'. I find it very hard to tell when this thing is overdone. INFN might be a warning sign that this is not the time to buy. As well, obviously of how the next CC is likely to goes.

It was mentioned that Rajeev would probably release indicators of their progress and the results of integration of ALU over time, which should support the stock. Not sure if the current miserable wireless segment has badly dented that plan. Funny - a month ago, if you could've bought this below $5, it would be astounding.

Part of me feels that the 'waiting game' which may well take years, and the plunge in price, is offset to at least a small or medium degree by the 2% in dividends that you're earning. I' have no info, but tha twas pre-ALU takeover, mostly. I wish I knew whether they intend to keep that dividend, or whether they're going to have to economize going forward, and slash or eliminate it.