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[email protected] 1/24/2014 | 5:07:44 AM
Re: Cautious but optimistic I just have to note that while it is true that the financial analyst community was not interested in NSN until now, Light Reading was most certainly always interested...

:-) 
[email protected] 1/24/2014 | 5:06:33 AM
Re: Selective? Ha - yes, good question.

It seems to be a two-way street. A bunch of major vendors (ALU, ERIC, NSN) all say they won't engage in deals that don't meet minimum profitability thresholds -- and that they walk away from anything where the price demands of the customer are too low.

BUt - they need cashflow and scale right? If the margin is very slim on a monster deal with China Mobile, is NSN giong to walk away? How selective can it (or anyone else) be?

It's too simple, I think, to justy believe that Huawei and ZTE pick up all the deals that others allegedly wouldn't touch.

There are more factors than just price, but that's a pretty critical one.
R Clark 1/23/2014 | 9:30:54 PM
Selective? Fine work by NSN to keep themselves in the game, but I'm wondering how a vendor gets to be 'selective'.
Kruz 1/23/2014 | 2:41:48 PM
Re: Cautious but optimistic It is certainly going to be interesting to watch as Nokia becomes NSN or NSN becomes Nokia. NSN is now responsible for the biggest part of income at Nokia, while it always relied on cash from its parent to survive all the mishap it had. NSN will have to do it right and it has one shot at it this time. It now has the money from MSFT to survive and to invest in its RAN, but it clearly needs a strong industry to rely on now that Nokia="NSN" sold its device unit.

Nokia has changed its core business many times during its 150 years old times; I hope they can do that again.

No one was interested in NSN two years ago when it was aiming to be bought and the layoffs and restructuring were not a choice. The company had no other options.
AnthonyP 1/23/2014 | 2:40:10 PM
Re: Cautious but optimistic It will take a while, NSN have many toxic deals they are still servicing. If chinese vendors stop digging into their financing pots NSN stand a chance. Not comfortable with their single dependency on Mobile Broadband though.
[email protected] 1/23/2014 | 12:07:51 PM
Cautious but optimistic The NSN CEO has always been cautious in his outlook - maybe you could say he has been realistic (?).

And this is another instance. So H1 might be a bit tough for the company but look at where it is compared with 2 years ago -- it's been very hard on a lot of people that used to work at NSN (no one likes to let people go) but this company is still in business, as Suri argued it would be when some were pinning the 'Next Nortel' badge on it.

I think Suri is to be commended. NSN is a company that could have gone down under the weight of industry and internal pressure - but it hasn't.

Some might say 'not yet' but it wouldn't surprise me if NSN comes out of 2014 in a stronger position that it is now.
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