Nokia as an investment (Part 3)

Nokia completed the acquisition of Infinera almost exactly a year ago, and it seems to have been a very successful one, and perfectly timed at that. When it comes to corporate acquisitions, however, things haven’t always been so successful; some have been incredibly expensive (e.g., Navteq), and others completely pointless (e.g., Withings).

Furthermore, company integrations haven’t always been entirely smooth; it was claimed that they had certainly learned from NSN, yet it still took ages to integrate ALU into Nokia. A miserably long time, and costly..

In terms of price, the Infinera acquisition looks good. In terms of timing, the acquisition also seems very good. But how about the integration—how is it progressing now, one year after the acquisition? What do the experts on this forum say?

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