Major Blow to NSN

A major loss for NSN and a surprise win and a great move by Ericsson. NSN has to find a way to increase its footprint in LTE by other means.

Ericsson's surprise move to pick up Nortel's CDMA and LTE assets was a major blow to NSN and its plan to penetrate major mobile operators in the United States (pending court approval.) NSN is behind in LTE and the Nortel technology was going to provide a bridge for NSN to get some much needed technology trials with major mobile operators. Now, Ericsson has a full control over the US LTE market and with the Sprint network services deal, can become a major force in the evolution of the CDMA radio technology to LTE.

 

It seems that ALU may have won the core network business of AT&T as well as one of the domain vendors and that put tremendous pressure on NSN to stay in that account since it seems from the radio angle, they have not been very successful.

 

Indeed, with this win, North America is going to become the largest operating region for Ericsson and a superpower in the telecom OEM space.

This author consults with leading institutions through GLG