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Author:

LongTerm CapGains

Subject:

Off Topic

Date:

07/24/15 at 8:53 AM CDT

 

 

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Networking Sector gaining strength

Good to see the Networking sector coming into positive focus.  The Sector Fundamentals do promise to gain strength for the second half and beyond.  The only worry I have s if China Telecoms begin to put the brakes on due to the slowdown there.  Europe however, should gain strength as it comes out of its recession.

lt cap,

I take companies like CAT as a proxy for the real health of the world-wide economy, and their report of earnings hurt by poor demand due to slowdowns in both China and Latin Amercia suggests that impact likely has meaning for all sectors that are related to international demand. (I realize that one can argue that CAT is so tied to commodities that it is too narrow to be such a good indicator. I had been prepared to write a long screed about everything from the underlying actual state of the world economy, to how presidential candidates have begun the 'jobs, jobs, jobs' drumbeat, despite the fact that not only are we never going to be able to compete with countries like Vietnam on wages, but that increasingly sophisticated robots will take the place of factory workers faster than anyone anticipates, and eventually, not so far off, will be able to do white collar jobs thought to be impossible to do robotically, such as psychtherapists, will become realities as we reach singularity sooner than most people think, unbelievable as that may sound. I decided that fellow board members should be spared such pontificating.)

I assume, I hope correctly, that all the different countries/regions of the world that approve the NOK/ALU merger do it strictly on the basis of anti-trust issues, and that the price NOK might (or not) eventually pay for ALU wouldn't impact or rescind any of those approvals, were it to change. The EU approval is moving the needle today. Wish I had bought again n the 3.30's - but may rue that wish given that it may way still see that, and more. The cool patience of Spock, not to mention Job, will likely be needed. Live long and prosper.


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Author:

Jam ok

Subject:

Off Topic

Sentiment:

Neutral

Date:

07/24/15 at 2:08 PM CDT

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