TTWO
Board Highlights
Message List Post Message Reply to
this Message

MSG # GO



Rap Sheet

Author:

LongTerm CapGains

Subject:

Earnings

Date:

12/16/18 at 6:34 AM CST

 

 

READ: 4

RPLY: 0

1

0

RECS:0

Sentiment:

Neutral

Reply to:

MSG`#4853,`12/14/18
By Jam ok

 

Re: CIEN earnngs

On INFN, it is selling for such a low valuation, pretty much at levels as if it were going under.  I truly think that on any decent news the stock can pop back into the 5s.  That said, this is just a hunch and with INFN no hunches have worked all year round, it has been pretty much all downhill. 

NOK is most definitely got much better prospects.  True, management has failed to set expectations correctly, but the 5G cycle is starting and that will be an incredible tail wind.  Then the US government is most definitely pushing all allies to drop Huawei, and having a great deal of success in doing so.  What that means is that the bigger countries in Europe, Japan, South Korea will be divided between Ericson and Nokia.  

Copyright 2014 All Rights Reserved; Patent Pending