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bosco_pcs
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bosco_pcs,
User Rank: Light Sabre
11/30/2017 | 2:18:04 PM
Re: Interesting move by Nokia!
There is no synergy between the two. The rumor could be someone's exit strategy. $NOK & $CIEN could unite 2 telecom bubble ghosts but what is really $JNPR? $CSCO competitor? Or $PANW? The last 2 don't seem to be too concerned
OpticalS10152
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100%
OpticalS10152,
User Rank: Light Weight
11/30/2017 | 2:14:46 PM
Re: Interesting move by Nokia!
Agree with Sterling.

From a product portfolio perspective, it seems more reasonable for Nokia to buy Arista. Or for Ciena - Juniper to merge. 
danielcawrey
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50%
danielcawrey,
User Rank: Light Sabre
11/30/2017 | 1:02:47 PM
Re: Interesting move by Nokia!
Of course they are going to deny it. Having rumors out there don't help this deal. I still think it's going to happen, as it does make a lot of sense. Nokia needs Juniper, and Juniper wants growth. When you get big, M&A is the only way. 
Sterling Perrin
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50%
Sterling Perrin,
User Rank: Light Sabre
11/30/2017 | 9:14:04 AM
Re: Interesting move by Nokia!
Nokia got strong routing products/share when it acquired Alcatel-Lucent. It's not clear to me what Nokia would be getting from Juniper to justify an acquisition? If it's niche technology that's needed, that seems better through a niche buy rather than a major routing player.

Sterling
linkedin46251
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linkedin46251,
User Rank: Lightning
11/30/2017 | 6:25:22 AM
Re: The ghost of Cisco/Ericsson?
Bro Ericsson is busy cleaning up the house. Getting rid of the dead wood. Renegotiating money-losing Managed Services contracts, Shrinking the bloated work forces in the markets out there. Perhaps, who knows? jettisoning some questionable business practices, if you remember Siemens as it made that JV with Nokia...

And most important: Avoiding asking new money from the shareholders. If time comes to ask more money from the shareoholders, that could be the time they decide to sell to Cisco.
L.A.Halvorsen
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L.A.Halvorsen,
User Rank: Light Beer
11/30/2017 | 4:25:40 AM
Interesting move by Nokia!
It could nevertheless be a interesting acquisition by Nokia, the old sleeping giant!
mhui0
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50%
mhui0,
User Rank: Lightning
11/30/2017 | 12:11:44 AM
Nokia's new 7950 Extensible Routing System (XRS)-XC
 

Does Juniper have anything to counter Nokia's new 7950 Extensible Routing System (XRS)-XC ?

https://networks.nokia.com/solutions/7950-xrs-xc-core-router
DanJones
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50%
DanJones,
User Rank: Blogger
11/29/2017 | 9:23:40 PM
The ghost of Cisco/Ericsson?
Vis-a-vis the update, maybe Nokia is looking at how well the Cisco partnership is working out for Ericsson?

 
Joe Stanganelli
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50%
Joe Stanganelli,
User Rank: Light Sabre
11/29/2017 | 9:22:39 PM
Re: Merge ALL the things
@Phil: Big Business. Big Government. It's kind of all the same to me. ;)
Joe Stanganelli
50%
50%
Joe Stanganelli,
User Rank: Light Sabre
11/29/2017 | 9:21:30 PM
Re: Merge ALL the things
@KBode: Scott Adams once posited that all of the work on Earth would eventually be outsourced and out-outsourced and merged and so on to the point that one guy was doing all the work in the world -- which would work out fine until he takes a sick day.
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