OT - NOK actually had a gain yesterday, but today is back to its usual 'slow drift down' pattern. Finisar and .....another optical equipment parts maker (can't recall) are flying high today. Although Verizon in their CC (they beat estimates - probably in part, I'm thinking, because they're such skinflints on capex), said that capex spending would come in at the lower end of their estimates going forward. Wonderful. They added significant subscribers (not an easy thing to do in a mature, no-growth sector in US Telecom) without spending more money for buildouts. Bully for them.

I'm somewhere between worried and perplexed on INTC. They are breaking 52 week, and possibly all-time highs. Despite the fact that their competitors and challenges become greater, not fewer. Yes, they've got lots of initiatives going. And the license with Micron for what will become the nextgen solid state memory. But my stake is outsized because of the almost double appreciation over the years. Feels like I ought to unload at least a part of it but....INTC just keeps on a path upward week after week, so far. And it's a nice dividend to collect. But someone isn't getting the message here, given the stock price movement. Could be that the market is blind to the risks. Could be that it's me - something nicely positive that I'm not aware of.