Jamok,

Because of a slow Industry, ERIC's problems may also be Nokia's as well.  Ericsson's revenues ticked down 11%.  I read an article a month or so ago where it stated that Huawei had increased revenues handsomely, yet gross margins had declined significantly.  One could fear that Huawei is under-pricing contracts in order to gain further market share. If so this could affect both in the short term.

Because NOK can now provide an end to end solution, it puts it in avery good competitive position against ERIC and Huawei.  I believe over the long term, it can hold its own against any in this industry.  What Huawei is doing can also be treated as an anti-trust/monopolistic matter in Europe and the US.  I am surprised we have not heard much in that regard.