lt cap,
Not that it'd matter, I'd think, given the size of the
deployment, but switching equipment would be needed, whether new
optical cable was put in or not, no? Or does there need to be
digging in order for a company like NOK to benefit? This all
pales in comparison to the downgrade today of NOK by BNP Paribas
from neutral to underperform. Almost hard to believe that a non
first-rank analyst/brokerage would be able to move the stock down
3.5%, unless there is some undeniable material reason for the
downgrade - as opposed to yes, the sector sucks right now, get used
to it.
I cannot believe that I bought the absolute top on NVDA and ISRG
after mulling it for more than a year. I'd cut my losses and run,
but the only danger that seems palpable is perhaps they got ahead
of themselves. I simply don't see some fundamental problem with
either company's prospects going forward. AMD is down about 5%
today as well. There are crypto-currency mining concerns attached
to stocks that make GPUs. But having read that one of the ways
states like North Korea and terrorist organizations like Hezbollah
create wealth is to mine the hell out of such currencies. In any
case, I think NVDA is applicable to so many things going forward, I
think their time has come. (Or, conversely, perversely, I sure hope
their time hasn't come and gone. This is painful day after
day.)
And kudos to Jester on the EA call - it has broken well below
the 105 target. There are some games that a fanbase will play, no
matter how bad they are. Battlefront II may not be one of them.
Clean up, my friend.