First of all, Ericsson is on a hot streak right now. It's announcements with ATT , T-Mobile and Verizon. Its outsourced services with Sprint, has made Ericsson the leader in the market. And its reflected in the fact that it now has an extra 5000 employees in the US.
Most importantly, It bought a cash cow for a mere $70M as the battle for 4G and LTE heats up they will be in their customers hearts already with the GSM support.
So its a pretty strong move.
On the other side, Huawei continues to capture the cable operators hearts and it will be interesting to see where the operators link between their IMS plans and the existing structure.
However, if integration services are the story for the future, then an opportunity probably exists for other companies to build that kind of a service.
One place where Integration will be tricky at best is Ciena. Nortel had a long history of walking to the beat of its own drummer on interoffice facilities, as the migration to ethernet continued it had a legacy mindset that carried over and doe not match well to Ciena.
So the question of how the nearly $ 800 M acquistion of the Nortel Ethernet assets get managed will be interesting to see. My own expectation is this may be a bitter pill to swallow and Nokia Siemens maybe grateful they did not win the bid.
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