It is interesting to see that Credit Suisse downgraded Ericson to Sell. Credit Suisse also sees synergy cost savings much higher, double what NOK has stated, this agrees with Merrill Lynch's opinion.  Product pricing is also cited as a plus,  should be firmer as there is less competition, it will lead to higher margins.  I think Ericson is asleep at the wheel, mostly tied to a single product: the wireless market, specifically  a maturing 4G product, 5G is coming but it needs a couple of years to gain traction.

The new NOK will have lots of catalysts even with the slow 4G market.  Tons of news coming in the next couple of years.

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