Ericson is projecting 1 to 4% per year through 2018.  Truly lousy, even with the Cisco partnership, I might add.

Hence the pressure on NOK/ALU.  NOK most definitely made the right move when it did to seal the acquisition of ALU.  Ericosn now is seeing the effects of a G4/LTE market that peaked.

NOK's contracts in China are still going strong but we can expect a slowdown in 2016. Given the timeframe of these contract announcements (that both NOK and ALU have won), I believe it could be mid 2016 when it starts tailing off or be done. ALU's Routing and Switching as well as Network Function Virtuaization technologies should mitigate somewhat the upcomin Wireless slowdown.  With a share price that is undervalued given the potential for the NOK/ALU combo that should yield a lot of cost savigns with an impressive product portfolio, it truly is up to Rajeev Suri to focus on executing the sales and merger integration, if he delivers the share price will take care of itself

Bloombergs take on Ericson's announcement of slower revenues:

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