Jester,

I believe I read that Wedbush took ATVI off it's 'conviction' list. Although the PT you named may be intact none the less. After you originally wrote about ATVI, I've vague thought about buying my first vg buy in years. Not a great day to to it being up about 3.50%. But maybe still a good idea. Another down day might make it irresistible.

Some days ago, I had said I read a mini-article in Bloomberg Business that was not terribly bullish on 5g deployment. Given that I'm looking at paper, I can't cut and paste. I'll write the latter part of the short story....

"A rapid 5g rollout is unlikely, particularly in Europe, where 4g adoption is still relatively low. Carriers such as Vodafone Group Plc will more gradually add 5g capacity over the next five years. The main motivation: cost reduction. Meeting data demands with 4G networks through 2025 would be about twice as expensive as with 5g, the Boston Consulting Group estimates. 

For all the technological promise, the real driver of 5G in the short term will be the bottom line, not growth."