Investors seems to think, it'll take Nokia till 2012/2013 to be completely up to speed on Windows Phone. (Ironically, MeeGo is being dumped because it's not market ready in 2011.)

So, those are the big lines that defined the drop in price. I expect after a drop, it'll go up a little before it stabilized. But generally I think we need good news to see any big growth until late 2012.

Q1 numbers may indicate that Nokia doesn't fail as much on short term as analytics thought. Or, that Nokia fails even more. So Q1 numbers are going to change the price, one way or another.