Thank God it was not a $10B contract!

lt cap,

lol! And if it was a $20 bln contract, this stock would quickly go belly up! I have a question, the answer to which may be, "Wait and see", but I'd like to ask it anyway: Given the

pretty severe beating NOK seems to be geting, weeks after week, will they have the solid hardware they need to turn this all around and blossom when the time comes? That is,

is this just the ressult of Suri's inability to manage expectations in a difficult environment (welcome to the Tom Fallon clubl), or is their product line up at risk? (I'd think

multi-billion $ contracts would suggest that the hardware side of it is fine - and the issues therein have been the costs of upgrading legacy equipment.

Which leads me to a question about INFN, given that it, too, has been on a long slide. Some months back, an analyst downgraded them, saying that they didn't have 

competitive hardware going into the 5g cycle, which I'd think is about the worst situation a company could be in. Do you have any line on their competitive status, hardware-wise? 

I know that Suri cited 'pricing challenges', and that I assume INFN's recent acquisition is to help strengthen/diversify their offerings. But is product qualities an issue

at either/both companies going into the 5g cycle?

As far as I know neither NOK nor INFN suffer from product quality problems, I would think that publications like LightReading.com would have had some coverage if this was the case.

I believe the problem is a combination of pricing presures, customers being acquired, a still persistent CapEx issue (i.e. customer holding back on CapEx), and the fact that management of both companies failed to set proper expectations nor executed well over the past two to three years.