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  • Ariad Pharmaceuticals Appears To Be On The Brink Of Bankruptcy  [View article]
    Could be the author is afraid ARIA is about to run up, making his shorts and puts worthless. I agree with all previous comments, this is unfounded BS.
    Sep 28, 2015. 01:52 PM | 7 Likes Like |Link to Comment
  • Once Defunct Nokia Getting Lean, Mean And Ready For A Rebound In Late 2016  [View article]
    Thanks, Jason. Overall an excellent summary of Nokia's competitive strategy and long term planning for future recovery and growth. The Bell labs addition will give Nokia the R&D necessary to become a big player in the advanced 4G and LTE small cell markets. However they will need large volumes of android cell phones ala Foxconn to capture any significant addition to EPS. Apple has the advantage of picking and choosing where they will compete on price, which can block Nokia from taking fast growth market share away from ubiquitus Iphone. And Samsung is not going to roll over, dead. I am forever long Nokia, but expect it will be a slower rise in share price than Apple had experienced. Will be interesting couple years.
    Aug 7, 2015. 04:40 PM | 4 Likes Like |Link to Comment
  • EU approves Nokia's acquisition of Alcatel-Lucent  [View news story]
    How about 3G, 4G, and LTE development and patents. Nokia knows how to monitize them.
    Jul 30, 2015. 08:18 AM | Likes Like |Link to Comment
  • EU approves Nokia's acquisition of Alcatel-Lucent  [View news story]
    Forgot to mention long 49K shares NOK way before the MSFT buyout; enjoying the ride, especially after this quarter report.
    Jul 30, 2015. 08:16 AM | Likes Like |Link to Comment
  • EU approves Nokia's acquisition of Alcatel-Lucent  [View news story]
    Happy that Lucent finally has a real home; it and Bell labs is the gem in this deal and the link to ATT which Nokia needs to compete worldwide. Time to sell Ericcson and buy Nokia?
    Jul 24, 2015. 10:42 AM | 5 Likes Like |Link to Comment
  • Nokia to buy Alcatel-Lucent for $16.6B  [View news story]
    Bell Labs is the biggest prize in this deal. I started as an engineer fresh from college at Western Electric (Lucent) admiring what Bell Labs did and can do for telecommunications. Still the leaders today in IP
    Apr 15, 2015. 08:55 AM | Likes Like |Link to Comment
  • Nokia - Alcatel Merger: A Great Deal For Nokia, But Will Alcatel Shareholders Accept Such A Rip-Off?  [View article]
    NOK is testing the merger waters with a low-ball pricetag. I'm happy for the deal approval by France, but realistically want $6 for my shares. I think we should hold on for a better price and not give the company away. This is a one time deal. Nok should be a $10-11 stock next year, which values ALU share north of $5.5 now.
    Apr 15, 2015. 08:37 AM | 11 Likes Like |Link to Comment
  • More on NOK/ALU: Wireless asset deal reportedly close  [View news story]
    Remember the advanced technology in wireless, servers and IP technology are coming from the Lucent part of ALU, ie the Bell Labs. Being an old Lucent engineer, I trust this is what NOK really wants. They will shoot for the whole company first of all if France will approve. Another EU/Airbus in the making!!
    Apr 14, 2015. 10:12 AM | 2 Likes Like |Link to Comment
  • More on NOK/ALU: Wireless asset deal reportedly close  [View news story]
    A big win for both NOK and ALU, finally!!!!!
    Apr 13, 2015. 04:33 PM | 6 Likes Like |Link to Comment
  • Alcatel-Lucent scores China Telecom deal, unveils new optical tech  [View news story]
    This is a big win for ALU. Should move the stock price up for rest of 2015. Good to be in for long haul.
    Mar 30, 2015. 05:38 PM | 6 Likes Like |Link to Comment
  • What Sarissa Capital's Proxy Fight Means For Ariad Investors  [View article]
    22 VP's? Where did this info come from? Sounds like a top-heavy organization in trouble.
    Feb 23, 2015. 10:34 AM | Likes Like |Link to Comment
  • The $250 Nokia N1 Tablet Is A Future Growth Catalyst  [View article]
    Thanks for excellent report; best news I have heard about Nokia since the Microsoft buyout. Onward and upward! More reasons to stay the course- long.
    Jan 3, 2015. 01:53 PM | 4 Likes Like |Link to Comment
  • Why Investors Should Be Buying Alcatel-Lucent, Not Cisco  [View article]
    Both CSCO and NOK haven't figured out how to deal with the French government and unions which pretty much restrict foreign purchase of ALU. The remnants of Alcatel would suffer if they sold just the LU portion away so probably won't happen. Good hedge is to buy ALU which may end up owning more stock in CSCO or NOK; both should be winners if it happens. My bet is put more chips down and wait and see! Excellent report, Mr. Nichols.
    Dec 11, 2014. 02:49 PM | 1 Like Like |Link to Comment
  • Iclusig cleared in Australia  [View news story]
    how high will it go when shorts (20%+) start covering?
    Nov 24, 2014. 02:26 PM | 1 Like Like |Link to Comment
  • Citigroup: The Best Value In Large Banks  [View article]
    Remember, a target price of 62 is really 6.2! Stock still has a long way to go in this economic recovery.
    Nov 5, 2014. 08:08 AM | Likes Like |Link to Comment