Jamok,

I think you might be correct regarding the odds of a surge in either INFN or NOK within the next several weeks, more so with them being so hated and end of year tax loss selling.  Expectations are indeed quite low, but the CapEx environment is terrible, so even if they lowered the bar very low, I believe that it would take an outstanding quarter to lift these stocks in a significant way, something that is hard to see happening.

I am one who tries to avoid timing things, so I will stay put.  I am sure that if I sold, a miracle would happen and both would bolt much higher, such is my luck. Anyway, just do what is right for you.

As to the recent news I have been posting re Nokia's wins in China, Saudi Arabia and India, I agree that the market is taking it just as that, news, not giving it any credibility until it shows up on the bottom line.  Or the market does not believe they are substantial enough to offset the current wireless sector slump.  That said, I believe they do in fact soften the revenue declines.  More impostantly, these are sticky market share increases. 

Both these companies report next week, INFN on the 26th and NOK on the 27th (according to ETrade).