Jamok,

I too am very pleased that ALU developed a good set of NFV (SDN) products, I continue to think that NOK got a great deal (NOK paid just above one times revenue), they got a whole set of technologies for a good price, IMO. This is very important in order to ensure a place at the SDN table when it begins to cut into the Routing and Switching market, i.e. a path forward to remain relevant.  And as you recall, this will be a yarly license fee, in the long term I would guess it will ensure a very steady stream of money for years to come, instead of a one time payment for the Equipment.