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Re: NOK -patents will offset
weakness in networks
Sounds like the analysts are skeptical short-to-mid term. I
understand the viewpoint - 4G getting dropped and 5G nowhere in
sight, so far. The beginning of differentiation from Ericson is a
nice start, if they can manage it. Can't imagine why the
relationship with Apple going from cut throat arguing to
partnership on infrastructure with Apple would be anything but
very good news, altho the terms, as said, are not
known.
I know I haven't been much right about this market since the
2008 collapse. How can it keep its momentum if earnings don't keep
pace with multiples? On top of President Nutjob making and breaking
promises at will. I wish I could call the top, of course.
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