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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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