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April 24, 2015



With 4G, and later 5G which is already being discussed, we are moving towards networks based entirely on IP.

Apart from the veterans (Nokia, Ericsson) and challengers in telecoms (ZTE, Huawei), what could be the role of firms like Cisco -- or even Google, if Google starts building its homebrewn wide-area networking gear, just as it already builds its own server infrastructure instead of procuring it from the likes of HP and IBM?


Alcatel makes some Android phones. Will Nokia be able now to sell Android phones under the Alcatel brand?


I don't think that these are the same companies anymore, despite sharing the same name.

Tomi T Ahonen

Hi E, cornelius and Rotten

E - true but the vast majority of cellular telecoms infra costs are the cellular network part, the towers, the base stations etc. That is where most of the money is and Cisco or others would be in a very tough position to break into that business. But yeah, parts of the network most definitely yes.

cornelius - Alcatel sold the business to TCL of China who licence the Alcatel brand. So there is nothing here for Nokia. Meanwhile TCL bought recently the Palm brand to give it branding differentiation (at the premium end) so they may also be moving away from Alactel or the branding licence might be ending soon. Note that I just blogged about the news Nokia will return in 2016 on its own phones running on Android.

Rotten - thanks yeah you're right.

Tomi Ahonen :-)

Nokia Supplier

Hi Tomi, Hi guys.

Any ideas of how the Nokia-Alcatel-Lucent merger will go ?

I know both companies and they are very different. Nokia Networks is lean, decentralised. It has been profitable for a couple of years.
Alcatel-Lucent is more traditional and over staffed and losing money.
How are they going to handle the large French staff?

On a different note, is being an integrated infrastructure supplier (mobile + backhaul + fixed) relevant?. What I have seen is that integrated projects are very rare. Operators update their networks slowly, element by element. year by year.



This is a very dangerous move by Nokia. The French government will likely have some demands that they will not fire too many French workers etc. This can lead to that Nokia ACL will have a too large organization for several years to come eating up their profits.

Expensive deal that can become even more expensive in the end.


"I told you right from the start, when then-CEO Stephen Elop announced his passion for Here and maps, that it was a losing proposition, and rather obviously now it can be seen, that it also was."

That "losing proposition" has now been judged worth $3 billion as Uber offers that much and we haven't even heard how much German car makers plan to throw on table:

I guess it rather obviously now can be seen as such.


@AndThis, Nokia paid $8 billion for Navteq back in 2008.

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