OT - NOK and others - I think it was T-Mobil that said 2019 will be the year they rollout 5g. I assume the obvious with NOK, I'd think - Their 4.5 and 4.9G solutions are worth the cost of dev., etc. or they woundn't be selling such products. Not sure why clients would want this incremental version, and be stuck with a (lower? slower?) system. And I'd think they'd have to stick with it even with 5g approaching. Not crucial, but I wonder if the clients are in countries where 5g is not as important as more quickly upgrading soon to be legacy systems. 

AMD lost 20% yesterday on a very nasty CC. Down but not out, considering the stock is still 5X of what it was a year or so. 

Auto sector getting whacked on declining y/o/y sales comparison. Lt cap predicted that some time ago. Nice call. I think if one is patient, Ford's almost 6% dividend is attractive. But if there's an impending recession, and autos are the leading edge of that, it could be a long wait. And the assumption of keeping the divident is often a liability, of course.