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.
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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:
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Jam
ok
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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04/20/16 at 2:56 PM CDT
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"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:
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LongTerm
CapGains
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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04/20/16 at 3:09 PM CDT
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