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Author:

LongTerm CapGains

Subject:

News

Date:

10/03/17 at 7:03 AM CDT

 

 

READ: 3

RPLY: 0

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RECS:0

Sentiment:

Neutral

Reply to:

MSG`#4453,`10/02/17
By Jam ok

 

Re: Apple will use ARM processors for Mac Book

INTC's share price  is indeed doing well, and NOK is certainly being treated as a show me stock, as it should be for a company in turn around mode.  As you know, I view INTC as a giant that is challenged in growth because it missed many important markets.  The management continues to carefully navigate these waters via dividends and targeted areas where INTC can still dominate and enjoy great margins.  Not an easy task, I might add.  Still, with all this said, I still am concerned that the competition will slowly eat away some of the huge market INTC has.

I have no question that NOK's management will deliver the goods, it has done as well as it can be expected given the challenges of a bad industry segment and a big task in integrating a very large acquisition, all at the same time. NOK will have its day. I beliieve this quarter could still be iffy, but starting with the fourth quarter I believe there will be a moderate ramp in revenues on a YoY basis. That should carry on through 2018

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