I am hopeful the China contracts cause a bump in earnings guidance for the next year.  The ~$1.2B total for dual contracts in China are for a term of 1 year, I do not know when the deployment starts, but I would expect that both guidance and analysts estimates will go up.  These contracts should also have service contracts which renew every year, so there should be additional incremental revenue streams for a long period of time. It would be nice if Analysts also upped their ratings and PTs for both ALU and NOK.