– Boards approve €15.6bn Nokia deal for Alcatel-Lucent

Speaking exclusively to about the acquisition, Nordstrom said:

“At a stroke, the infrastructure market would expand from two big players, Ericsson and Huawei, to three,” he said. “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.

“The deal could be negative for Ericsson. If the expanded Nokia is able to successfully integrate AlcaLu’s assets into its business, it’ll create a strong competitor to Ericsson, both geographically and in terms of products. However, as we’ve seen in the past, mergers in any industry are complex and risky, with a high failure rate.”

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Bloomberg - Nokia Buying Alcatel Shows Network Scramble Ahead of 5G Rollout

“In North America and in China, the combined company will be a really strong player,” said Bengt Nordström, the chief executive officer of Northstream, a mobile consultancy. The creation of an entity with the heft to compete directly with Huawei and Ericsson will lead to “a real three-horse race” in the network-equipment market, he said. [...]
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