Here is an extremely informative overview of the challenges facing NSN from Caroline Gabriel. It leads off discussing the fact that Siemens is thinking of pulling out of the joint venture. The article points out where the company has been successful and where it has not. One area which is worth delving into is a mention of NSN pulling out of WiMAX without having significant LTE business. While the two areas are obviously related, pulling out of WiMAX was likely a decision based on the potential revenue available in the market based on current analyst estimates. In other words, would it make sense to keep spending millions on WiMAX R&D until the LTE business takes off? Probably not - it makes sense to put your best and brightest on the product area with the most potential.
Having said that, I am a huge fan of Rethink and their analysis is always thought provoking. I look forward to reading it each weekday. If I get a moment I have to remember to have someone on my team reach out to them to see if they want to blog or write articles on TMCnet.