Light Reading – Nokia + AlcaLu: What the Analysts Say
Bengt Nordstrom, founder and CEO, Northstream
“Nokia’s potential acquisition of Alcatel-Lucent would change the dynamics of the infrastructure space. Simply buying a part of AlcaLu wouldn’t impact the market nearly as dramatically as acquiring the whole company.
“At a stroke, the infrastructure market would expand from two big players — Ericsson and Huawei — to three. A potential acquisition would give Nokia a company whose products very much complement its own current portfolio. Ericsson in particular would face a strong competitor, both geographically and on the product side.”