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Ray@LR
[email protected]
5/1/2015 | 7:00:16 AM
Re: Just enough diversification
I should have made my point clearer -- just enough diversification across the whole company, including the split with the NOkia Networks unit, where about half of revenues come from Global Services and the other half from infrastructure. It's the infrastructure part of the business that has taken the big margin hit in Q1.

 

HERE is growing but is set to be sold. Greater diversification will come if ALcatel-Lucent is acquired but then that brings a whole host of other considerations, as widely discussed...

 
James_B_Crawshaw
James_B_Crawshaw
4/30/2015 | 4:05:58 PM
Re: Just enough diversification
Yeah, that's what they said about the Alcatel-Lucent merger. Only it didn't just have a negative effect for several quarters, or even just several years ... 

Let's hope this time things are different. 
mendyk
mendyk
4/30/2015 | 10:49:54 AM
Re: Just enough diversification
Networks accounts for almost 84% of Nokia's revenues, so it's hard to see that there's substantial diversification. To gin drinker's point, a merger is going to have a further negative effect on margins for several quarters.
gin-drinker
gin-drinker
4/30/2015 | 8:40:56 AM
Alcatel acquisition
Not sure I understand how acquiring a loss-making networking business from Alcatel is going to help Nokia's situation.

Looks like Nokia management are blaming everyone but themselves for the disappointing numbers from Networks.

Given that the decision to buy Alcatel is 100% managment's decision, who will they blame when it fails?
Ray@LR
[email protected]
4/30/2015 | 6:26:34 AM
Just enough diversification
THis is where the portfolio balancing act comes in -- Nokia has just enough diversification that it can stand for one part of its business to have a slump but yet still be propped up by other parts.

Unfortunately, the part that took the hit was its networks unit, the heart of the company...


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