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Technology Stocks : NOK... without the BS -- Ignore unavailable to you. Want to Upgrade?


To: Lahcim Leinad who wrote (71)8/21/2012 4:55:49 PM
From: Road Walker  Read Replies (1) | Respond to of 580
 
Thanks for the heads up. Should probably treat nearly all the analysts with skepticism.

But I do think NOK and MSFT are totally married. I think NOK is a fail if W8 is a mess, and W8 is a fail if NOK Lumia is a mess. They both have to be damned good. Or, remote but maybe, iPhone 5 is a mess. Then all bets are off.

The next 30-120 days are gonna be interesting in the smartphone business. I think whoever wins this turf war will be positioned for at least another year. Then maybe you get a slowing in secular growth.... and the whole smartphone thing gets less interesting.