That MF (and I mean......Motley Fool) report is pretty cogent. But Eric's sales fell 11%, the exact figure MF cites that NOK has said it will not exceed in earnings growth in the over the next 5 years. But it almost all appears fairly laid out.....this Q's earnings call will not be terribly happy, and my guess would be that even though that might be a short term time horizon, the street has been very unforgiving of long term predictions vs. short term performance. May be a buying op - but....it seems to me a bit worrisome that the whole industry, and particularly EU sales growth, is under a cloud of suspicion. I'm very glad to hear Goldman has put a conviction buy on it, but I'm not sure how that plays out vs. results in the short term. A number of anaysts who did that with INFN seem fairly foolish now, and at least my stock portfolio is substantially lighter for it.

Read a story that there are 'vague' rumors of a buyout involving Ciena and F5. I expect they'll dissipate soon enough.

Also, Schwab seems to have initiated coverage of ATVI with an 'A' rating. But Schwab's research sucks - very close to worthless.

I am also glad to read that Goldman has become quite bullish on NOK.  I too happen to think that their assertion that NOK is a $7.20 stock is in line with my thinking.  The stock was trading at that level when the Aribtration news came out and the brutal punishment started.  Now that the news of revenues in the Technologies division is in line with what had been expected prior to the arbitration outcome, the stock rightfully belongs in that price range. Then there are the potential for synergies being lifted on subsequent quarters, which will stabilize gross margins and cash flow levels.  BTW, Merril Lynch also has a very bullish view on NOK over the long term.

I believe that Suri has set the bar low enough such that the stock should be lifted once the quarterly results are posted in early August.