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Rap Sheet

Author:

LongTerm CapGains

Subject:

Off Topic

Date:

04/20/16 at 1:48 PM CDT

 

 

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Sentiment:

Neutral

Re Interview with INFN's CTO

The video is long but frankly, David Welch is articulate and explains things in a way that most of you should be able to get the big picture view/forecast he is driving at for INFN.  The part where he goes into what 5G means for INFN's products (and everyone elses for that matter) drives the "secular growth" point.

Which, BTW, I should use that as a segway for repeating my view on the NOK investment:

NOK is an investment in a turn around play.  IMO, this alone should grow its share price into the $10 area.  Then the second phase is growth, read 5G, this is when NOK goes well into the teens.  

lt cap,

Thanks for digging, and sharing - some things I'm already aware of, but there's a lot of info I wouldn't have otherwise.

I am surprised the street is giving INTC 'free pass' today, given that the challenges are widely known. (Well, by most people - I watch PBS nightly business report fairly often - two things I note:

1. The analysts they have on - first thing they do is put up a 'track record' of what the analyst was promoting last time they were on - last guy's 3 stocks were -31%, -5%, +7% - and the funny thing is that nobody blinks an eye about "Why is this fool being consulted again?"

2. Last quarter they had the head or research of a whole firm get on and comment only about INTC: He said they make computer chips, and everyone needs computers, so they're his top pick. This guy is the lead dog and comes up with this? 

I have the feeling that INTC may follow the market generally for the time being. At some point, I worry that you're right - facts will start to have weight and patience will be strained.

On NOK: May you  live long, and prosper :-)

 


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Author:

Jam ok

Subject:

Off Topic

Sentiment:

Neutral

Date:

04/20/16 at 2:56 PM CDT

"On NOK: May you  live long, and prosper :-)"

LOL, the comment applies given my Avatar but it too applies to the recent bumps and pot holes along the way in which NOK has traded, I will need that, specially the "live long" part!  Still, I remain firmly convinced in the thesis behind the investment, even with the brutal way NOK has been treated over the past three months.  Glad to see it made it over the $6 level in the past week or so.


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Author:

LongTerm CapGains

Subject:

Off Topic

Sentiment:

Neutral

Date:

04/20/16 at 3:09 PM CDT

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