Lack of growth is a killer in technology and they have no growing applications. Doesn't expect much downside.

Earnings growth has slowed rigt down. Valuations of telecom companies in general have dropped very low. You won't get a big return of the stock. More for value/dividend investors.

Likes the deal they are doing with Aur. Also likes their positioning in zinc and copper. Likes the metal markets over the next couple of years.

A great story. The collaboration market that they are centered on is growing better. A big deployment in their software. Good valuation and good growth.

Trading right now at the some of its pieces. Usually holding companies trade at a discount. Well-managed. Good dividend. Have a lot of cash.

Feels that it is very expensive in the mid-$40's relative to a lot of the financials and to the growth rate.

Market was taken back when Mr. Brown was named to run this company after his problems with bombardier. Balance sheet is still a bit of a mess.