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Rap Sheet

Author:

Jam ok

Subject:

Analysis

Date:

07/25/17 at 2:49 PM CDT

 

 

READ: 4

RPLY: 1

0

0

RECS:0

Sentiment:

Neutral

Reply to:

MSG`#4391,`07/25/17
By breinejm

 

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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