lt cap,

Great to see you back. Hope things have been well for you.

Thanks so much for weighing in on NOK and INFN - I always appreciate your input.

I read a rather disturbing short story in Bloomberg Businessweek magazine about 5g, and the outlook for profits. I thought I knew which issue it was in, and I've scanned it several times, but I haven't found it again. If I do, I'll write it out here, as it's an interesting, although short, piece on 5g profit prospects.