$Nokia(NOK.US) Citron Research expressed a bullish view in its latest post! The core argument is that Nokia's previous acquisition, Infinera, possesses optical communication hardware products and is analyzed alongside companies like Lite. I quote a passage: “A year ago, Nokia bought a company called Infinera , which meant Nokia went from reselling other people’s chips to owning its own chip factories. That‘s a huge deal. Every other company in this space that owns their own chips (Lumentum, Coherent) trades at a massive premium. Nokia doesn’t yet. The market hasn‘t caught on.”