Karri Rinta
Karri Rinta
clear growth market
It is clear that the market growth has been strong.
companies happened late orders others realize seen shipped tone
And they haven't seen a seasonal slowdown yet. Usually during late Q4 Nokia and others realize that they have shipped enough handsets and tone down their orders from companies like TI. But this hasn't happened yet.
good seems
To me its seems they (Cisco) is making organically good growth,
fact growth market networks organic portfolio product smaller strengthen
Nokia Networks will be smaller than this new entity. They will have to at least acknowledge the fact that organic growth won't be enough and that there is a need for acquisitions to strengthen product portfolio and market share.
fourth quarter worried
If someone was worried about the fourth quarter this may have alleviated that.
acquire business growing mobile operators products services
Cisco is already doing growing business with mobile operators with the products and services they have in their portfolio, so (there's) no pressing need to acquire new products to get into this business,
appeal blackberry building business buying device time users
This is one way to make a Nokia device appeal to business users and potentially make them forego buying a BlackBerry and get a Nokia instead, and then over time building up that market.