Speaking of CSCO.  Lightreading.com analysts have once again started to wonder if Ericsson could be acquired by CSCO.  I tend to think this could be a decent possibility.  I too wonder if the market would view this as a validation of the long term prospects in the wireless industry or if it would be viewed as a threat to Nokia.

I believe the market is big enough for all three players to rise significantly, i.r. NOK, ERIC and Huawei.  So I would hope the market would take the positive view if an ERIC acquisition were in the cards.  I too think that even though this is a highly cyclical market, CSCO would view it as a strong way to diversify its revenues away from the Switching and Routing, more so now that Arista Networks has started to steal market share away from CSCO. I too believe that this next cycle promises to be one of the longest to date, i.e. 5 to 7 years in length .