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Author:

Jam ok

Subject:

Off Topic

Date:

02/09/17 at 2:58 PM CST

 

 

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Sentiment:

Neutral

Reply to:

MSG`#4154,`02/09/17
By LongTerm CapGains

 

Re: Some thoughts on Nokia

lt cap,

Sorry I must've passed this 'no-paste' virus to you. I hadn't thought of thing like 'control C' so I may try that. Curious why you got that 'virus' for a while.

I knew NOK bought that software co, but didn't know the facts until I read the Forbes' article. $370 seems a pittance these days, and given the size of the company.

And I suppose (hope) that it'll introduce some of the software's customer to NOK, and give them a foot in the door. Does not sound like INFN's acquisition of Transmode, which Fallon swore would be a net positive right our of the box. (Apparently not, but I'm bummeed that INFN has risen about 80 cents from where I sold a fairly huge chunk. I'm so oblivious, I don't know when their next CC is.

I wish the reporter would've defined the 'many years' she claims will pass before telcos start to seriously move to 5G.  I wonder if part of what NOK is doing is to generate some revenues from add more 4G 'tricks' that lets the telco's find new and different ways to monetize the current infrastructure -e.g. 'Unilimited data' means a throttle down to 2G. The article mentioned Telefonica using the software to .....it seemed to me like 'busines speak' for watching whose using the most data. I may be totally wrong about that - just my guess.

CSCO keeps bugging me - price continues to rise, dividend still attractive. My guess about the upward march has to do with Trump almost making it 'illegal' for business to have any oversight or limits on what they do.  Can't help thinking it's just a matter of time before he does some things that create great screw-ups and tanks the market, at least to some degree. But I've been wrong so many times on this market, it confounds me.

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