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Re: OT - NOK
I think it is simply a case of very low expectations. Suri
has an opportunity to get some cred by delivering a decent quarter,
but more importantly good guidance. With expectations as low
as they are, the stock could do well if (a big if) management has
executed well this past quarter. What investors want to hear
is when the sector begins to grow again, plainly and simply.
Nokia has been delivering news which admitedly seem like feel
good but little substance for the near term, however, some may pay
off over the very long term.
The troubles that ZTE has encountered with the US, could also
help at the margins.
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