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Kevin Mitchell 12/5/2012 | 5:25:01 PM
re: Who's Going to Buy NSN?

Interesting analysis Mr Donegan!


So we could have NSALUN or NSNN or NSSN, but unlikely NSZN or NSHN. Maybe NSEN too.


Or ALU and NSN could merge and spit out the LU and merge that with another N but of North America, the former Nortel, now part of GENBAND. So NSAN and GENBLAND.

odyssey_2010 12/5/2012 | 5:25:00 PM
re: Who's Going to Buy NSN?

Mobile station is almost the same as PC, and the Base Station will be similar to servers with the help of new microprocessor, fiber and cloud-base structure. It's possible that IBM, Intel, Oracle and Apple will think about buying a telecom vendor, such as NSN. Remember, they are very rich now.

pdonegan67 12/5/2012 | 5:25:00 PM
re: Who's Going to Buy NSN?

Well to be clear I don't think ALU and NSN is that strong of a prospect but since you mention some of the potential fun 'n games with post-merger names it's worth recalling that we were mercifully spared a three-way merger of Alcatel, Nortel and Lucent which, as one wag pointed out at the time, could potentially have given us NotAcLu....

Pete Baldwin 12/5/2012 | 5:25:00 PM
re: Who's Going to Buy NSN?

I'm rooting for NEC-NSN to eventually get bought by IBM, just for the TLA potential.

digits 12/5/2012 | 5:24:52 PM
re: Who's Going to Buy NSN?

Even with a slimmer portfolio, I wonder if the product portfolio of NSN might be too much for an IT company...


But, don't rule anything out! There have been plenty of surprises in the past year or two. And there's no doubt that the combination of IT, IP and telco know-how is the sweet spot now.

Gabriel Brown 12/5/2012 | 5:24:36 PM
re: Who's Going to Buy NSN?

In the fullness of time, if anyone, why not Ericsson?


Here are five reasons why it's not as outlandish as it sounds:


1/ It has the best chance (skills, processes, scale) of being able to transition the very large NSN footprint over time


2/ It will need added scale to stay ahead of Huawei mid- to long-term


3/ The old emnity between Nokia and Ericsson is fading; the world has moved on


4/ Customers would, on balance, be happy to see NSN go to a good home (rather than, say, private equity)


5/ Might the IPR issues be easier to settle?

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