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NOK-ALU - Once merger takes
effect what is next: Some thoughts
G5 (next gen wireless tachnology) is slated to start deploying
across the globe. The specifications are being drawn as we
speak. It will take wireless to the multiple Gigabit level,
it will be ready for IoT (Internet of Things), and should compete
quite well with wireline speeds. It does not however replace
long haul optical trunks. In the not so distant future just about
every device will be connected, much of which will be via wireless,
specially in developing countries where Optical Infrastructure may
be lacking, count Africa, China and India among big growing areas
that will make heavy use of this next generation.IMO, the combined
NOK-ALU will be well position from this massive upgrade cycle, with
a reduced number of vendors and no sick companies bidding too low,
margins will be great for current equipment sales, and more so for
next gen equipment. This merger will go a long way in fixing
what has troubled the industry and should go a long way in
restoring growth.
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