Doug, I am not sure I understand your question but I will tell you why I bought NN today; by the way I just added another 30% to today's buy at 26 . In essence I think that analysts are making a mistake. In the same fashion that they missed NN's fall from US $69 to 19. I am appalled that whenever ATM is mentioned in the US, the world leader, NN, is left out; starting from the Dell'Oro rag, er, report.
The AT&T crash to me was a red flag on a large scale telco using flimsy, soft/hardware from CSCO,
For large-scale enterprise. It is only a question of time before people wake up and smell the ( NN ) coffee,gg,and NN products. The telecom situation is now very fluid. Everything changes on a dime; daily.
The only unchanging truth is that you have a surging Niagara-size load of voice-video-data coming down the pike daily that needs to be R E L I A B LY managed. I think NN is the co. AT&T ( been around 100 years,gg, ) also thinks so. Sooner or later, AT&T wannabes ( cable companies, Utilities, etc,), will also realize this, unfortunately after a few brown outs and crashes a la AT & T. If NN goes lower I will continue to average on way down,
TA
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