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Re: Nok - 5G
I too was disappointed with the mediocre 2019 guidance. It
is clear that the cycle has begun, so is management finally
managing expectations (i.e. setting the bar low) or are they
meeting strong challenges in the Industry? On one hand,
Huawei is getting shut out of deals across several countries, which
leaves Ericson and Nokia to divide the spoils, then on the other
hand the up cycle is clearly starting, albeit slowly.
Therefore, it just does not make sense. I can
understand if the next 3 to 6 months won’t be a major ramp up
in revenues, but it should not be a flat comparison YoY. I
would have expected a slow but steady ramp in revenue growth for
2019, then an acceleration in 2020.
So maybe I am being stubborn but I will continue to hold my
position.
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