NSN was talking integration, had customers talking about synergies of support and you got the general sense that the deal was about customer acquisition and enabling a smooth transition. I think NSN, even in the loss, may have benefited from the early win as well with the customer base. They looked like they were about service and kept a lot of good will.
This time, the customer is being acquired and so are the patents for CDMA, a technology that is not normally of interest to Ericsson, since its portfolio with CDMA is not as strong as its GSM/UMTS patents.
As we head toward Release 9 of the 3GPP standards effort, it will be interesting to see if some of CDMA creeps back in. 3GPP crushed CDMA in previous releases forcing Qualcomm to end its efforts. However CDMA has been credited with Verizon's success in the past and it maybe they are willing to regret the termination of CDMA now that Ericsson is no longer an antagonist.
The acquistion also has implications for Sprint and the cable operators since they partner and the cable operators like Ericsson's view of service delivery strategies.
My normal rule of thumb is any acquisition takes a year to digest. Now this calls into question the Avaya deal. So we will stay tuned to discussion.
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