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ot - networkers
<p>OT - networking</p> <p>Seems to me that,
with some exceptions (Goldman's upgrade of NOK, Jeffries bullish on
INFN, etc.) the analyst community, and the market, is pretty
bearish on the sector. </p> <p>When I look at
other sector names that we've not discussed - they also seem to be
largely bumping around bottoms of 52 week lows. Juniper for
instance, that also just got a downgrade from buy to
hold.</p> <p>The bandwitdth-must-grow thesis is still
intact I think. I've not heard the rationale for negative outlooks.
The only thing I can figure is that given that global growth is
slowing, and that's a fact (Jester has pointed out that not only do
US gdp projections shrink as we get closer to them across time, so
do international outlooks), the assumption might be that bandwidth
demand will be a longer, more drawn out process than anticipated. I
can't really see another rationale.</p> <p>Brexit of
course adds to the worries. And if Trump were elected (a very low
probability event - unless Goldman left a McLaren in Hillary's
driveway after her talk to them), I think the markets would be so
volatile and negative on uncertainty that it'd be worse than
Brexit.</p> <p>So the sector seems to be fragile at the
moment. I was surprised to see NOK as low as $5.22 today, after my
buy yesterday. It could get a lot rougher before it's over. And I'd
expect go get some mileage long term, as NOK proves that the ALU
acquisition is producing the synergies and savings
promised.</p> <p> </p>
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Speaking of bandwidth demand, Cisco is predicting an
inflection point in 4K TV adoption, probably as soon as end year
2016. I tend to agree given the declining prices. TVs
50" and higher are reaching very attractive price
points.. Once this happens, Netflix, Hulu and Amazon
Prime will increase their 4K content offerings, thus driving up
bandwidth demand
lightreading.com/vi...24539?
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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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07/06/16 at 4:09 PM CDT
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lt cap,
I agree quite completely. Two model years ago, I dropped 3k on a
Samsung top of the line 55" 4k tv. It still melts my eyeballs, esp.
given the fact the it upscales feeds of lower resolution, and
serves as a terrific gaming monitor. But what you can buy now for a
great deal less is pretty stunning. Even if you dig into the
specs and find some deficiencies, most eyeballs won't really know
the difference. I agree we are pretty close to a cusp in the change
of TV resolutions that most viewers will adopt. Netflix, Amazon,
and other content providers are already making the transition of
making 4k content available, and I can't see that trend doing much
of anything but gaining momentum. One metric to watch is that 4k
disc players seem to be around $350 - $400. (There are no 4k
DVD-like discs that I'm aware of. What?) I recall that the first
DVD players were about $400. They're so inexpensive now, they're
almost disposable. The quicker we get there, the less our optical
networking stocks will suffer :-)
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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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07/06/16 at 10:51 PM CDT
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I bought a Samsung 65" 4K TV this past Holidays for $2100. It is
truly a beautiful picture. I am watching Orphan Black in UHD
(4K) via Amazon Prime, which BTW does not charge extra like Netflix
does :-(
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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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07/07/16 at 6:18 AM CDT
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Me too. I got the Samsung 65" that retails for $3500, goes on
sale at Best Buy for ~$2600, but bought a refurb for $1800. I love
it. We remodled and have our upstairs set up with a bunch of
recliners and have family movie nights all the time now. The kids
never stop watching netflix. Just this summer my HS daughter
watched Friends, How I met Your Mother, and is now on New Girl.
Busy summer for her. Don't worry, I give her daily chores to make
sure she did something!
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Author:
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breinejm
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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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07/07/16 at 10:04 AM CDT
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Americans love Smart TVs, the price points for 50" and 55" are
already sub $1000, I believe that is the sweet spot where the
average American is willing to shell out the money. Should be
lower for the Holidays and post Holidays deals.
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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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07/07/16 at 10:34 AM CDT
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0
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