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Author:

Jam ok

Subject:

Off Topic

Date:

10/06/16 at 12:51 PM CDT

 

 

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Sentiment:

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OT - NOK

<p>OT - NOK </p> <p>So, NOK buys Eta devices, a startup that specializes in amplified power effencies for an undisclosed sum. Sounds like a good fit to me. And today, it's off </p> <p>2-3%. But it doesn't sound like an aquisition is the problem today. So far, all I see is that Europe has a slew of declining stocks "as the telecom stocks retracts. </p> <p>That's a news story? A headline with no explanation?  It's early, I will have to read elsewhere as to the</p> <p>important 'why?' question. With a boatload of NOK, a contraction of 2-3% is a bit of a sting. As lt cap noted, ALU was near 7 when it made holders</p> <p>forced to sell their ALU. That truly sucks, given that I have a big paper loss, but I can't realize it, as I can't time when NOK might get a substantial</p> <p>upward boost.  Suri must be under the pressure to perform. But I'll bet if Putin threatened to annex the other half of the Kola peninsula that is Finland,</p> <p>he might get NOK's act together sooner. (Finland used to be made up of the entire Kola peninsula, but Russia's empiric expansion took half of it. It's </p> <p>why Finland entered WWII on the side of the Nazi's, hoping to reclaim it.  Unfortunately, their army was worse than France's in terms of fighting ability.)</p>

Suri has missed estimates twice in a row, hopefully he learned his lesson and set expectations low enough.  This market has not been kind to companies that can't get a true sense of their business fundamentals.

With the intergation going forward, there are potential problems with employee morale, specially in service and sales.  Hopefully he has a handle on that.  That is my concern, I have not heard anything to that effect, I suppose that is good, since bad news typically travels fast and far.

The positives are many, but this market hs not cared about any of the many good news coming out of the company, all that matters is show me the money.  Suri better show us all that big progress is being made.

I am ticked off that the market just has not reacted to any of the good news, but I remain firm and very positive about the long term potential.  My price target for late 2019 to early 2020 still is $13


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Author:

LongTerm CapGains

Subject:

Off Topic

Sentiment:

Neutral

Date:

10/06/16 at 1:07 PM CDT

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