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Author:

LongTerm CapGains

Subject:

Conference Call

Date:

10/29/19 at 5:01 AM CDT

 

 

READ: 4

RPLY: 1

0

0

RECS:0

Sentiment:

Neutral

Reply to:

MSG`#5003,`10/28/19
By Jam ok

 

Re: OT - NOK

Jamok,

Re your question of :   Is it worth holding on?  

Suri is such a serial earnings killer that I truly hesitate to make a "guess" as to wether he has finally cleaned the slate and under-promise to be able to over deliver or if he continues to be way over his head. It is a tough call. Even after the brutal three day drop, today NOK gets another down grade by Credit Suisse (sp?), I guess better late than never.

That said, it is surprising MKM's Genovese is still hopeful that Suri has set the bar low enough.  Maybe for once Suri has done what had to be done?  One can only guess.

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