Re the two China deals (China Telecom and China Mobile), it is a great deal. At 30% of optical project from largest service provider on the planet should be sizeable, too bad there is no way to quantify it.  However, with CSCO reporting softness from the Service Providers in this latest report, these China deals land just at the right time.  

No question Suri had great timing in acquiring ALU.  Ericson just does not have all the levers NOK has.  That said, a new Ericson CEO will surely consider acquisitions to diversify the company.