lt cap,

Sorry I must've passed this 'no-paste' virus to you. I hadn't thought of thing like 'control C' so I may try that. Curious why you got that 'virus' for a while.

I knew NOK bought that software co, but didn't know the facts until I read the Forbes' article. $370 seems a pittance these days, and given the size of the company.

And I suppose (hope) that it'll introduce some of the software's customer to NOK, and give them a foot in the door. Does not sound like INFN's acquisition of Transmode, which Fallon swore would be a net positive right our of the box. (Apparently not, but I'm bummeed that INFN has risen about 80 cents from where I sold a fairly huge chunk. I'm so oblivious, I don't know when their next CC is.

I wish the reporter would've defined the 'many years' she claims will pass before telcos start to seriously move to 5G.  I wonder if part of what NOK is doing is to generate some revenues from add more 4G 'tricks' that lets the telco's find new and different ways to monetize the current infrastructure -e.g. 'Unilimited data' means a throttle down to 2G. The article mentioned Telefonica using the software to .....it seemed to me like 'busines speak' for watching whose using the most data. I may be totally wrong about that - just my guess.

CSCO keeps bugging me - price continues to rise, dividend still attractive. My guess about the upward march has to do with Trump almost making it 'illegal' for business to have any oversight or limits on what they do.  Can't help thinking it's just a matter of time before he does some things that create great screw-ups and tanks the market, at least to some degree. But I've been wrong so many times on this market, it confounds me.

The telecom software company is IMO a good acquisition.  Nokia will become a one stop shop, offering:  Optical links (long haul terrestrial, submarine, metro, Data Center Interconnect), Routers, Switches, Fixed wireless, mobile wireless and software management and analytic tools.  A strong competitive advantage over Ericson, and on par with Huawei.

Ericson will not be able to compete with Nokia and over time I would expect Nokia to gain marketshare at Erison's expense. I still firmly believe NOK should reach the $12 to $14 level within 4 years

Re INFN: Reported earnings yesterday.  It was a tough quarter, but management started talking about growth this year.  New products should expand the bottom line meaningfully.  It is getting PT hikes this am.