OT - NOK

From Barrons - MKM partners is keepig their rating 'neutral' because "Total global carrier capex is uninspiring, particularly on the wireless side, and the merger  integration could prove long and difficult." Could not read rest of story.

Not sure what to make of all this, OTOH NOK pledging to hit their 2018 goal of 900 mln. cost reductions savings, which is exactly what was expected. The disappointing numbers seem to suggest that there are problems that perhaps are industry wide, given that they resembled the disappointing Ericson CC, rather than differentiating NOK from it. I can't tell whether this is a market over-reaction and/or misinterpretation of NOK's results and prospects, or whether the fundamental story on NOK is still intact. I'm not selling anything, but am ambivalent about buying anything until there's more clarity. The new 52 wk low seems like it could be a great buying opp, but from today's action, it seems clear that so far the market isn't interested in snapping up shares at this price. Which again begs the question - Misinterp. of long term prospects, or does the CC suggest that there are unanticipated and serious problems with NOK.