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Yes, very sorry not to mention the Q-word. I forgot to read the thread rules! Agree that Wall Street maintains a pathetic PC-era bias, quite hilarious in the age of $299 PCs, and what's this, Sun's now going to sell you a dumb terminal for 500 bucks (good luck!)--I think by dumb client, they are talking about the buyer! I don't know why the Asian contagion has yet to attack the handset makers, but they didn't kill the PC box makers so go figure. If NOK can really maintain 20%+ margins, and if they can pull off Wall St.-style financial engineering (how difficult can that be), why can't this be a $150BB company? (Although today, rummaging through the message boards and seeing AMPD up three-fold on specious news and LUMM another 3-bagger in the past week on absolutely no news, 50 percent ain't what it used to be--how easy it is to become jaded in the age of wire and string) Certainly, Wired magazine seems to think a lot of NOK. Maybe it will take a year. PS. Maurice, if we're to make PC analogies, isn't Ericy or MOT the Compaq? NOK seems more like Sony. |
