Morgan Stanley Sees New Nokia Story;Upgrades Rating -- Market Talk Font size: A | A | A 8:20 AM ET 4/16/15 | Dow Jones   1220 GMT [Dow Jones]-- Nokia's shares have lost around 4% this week. It fell 3.6% alone on Tuesday, when it announced advanced talks over a bid for Alcatel-Lucent. But the Nokia story is "misunderstood" says Morgan Stanley in a note, upgrading it to overweight from equalweight. Previously, Morgan Stanley described Nokia's product portfolio as narrow. With Alcatel, Nokia has exposure to the no.2 edge routing player, a strong footing in the consolidating optical market and a duopoly position in the growing wireline access market. In the U.S., Nokia will supply to all big four wireless operators and the larger Nokia will have doubled its patent portfolio too. "We find this product portfolio stronger than Ericsson on paper in a consolidating market." (Andrea.Tryphonides@wsj.com / @ATryphonides)