Nokia as an investment (Part 4)

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In terms of volume, Nokia’s own products (1830 PSS, PSE-6s, and others) apparently still account for the bulk of sales, but Infinera’s ICE product family and the market position it brings—especially in the US—carry at least equal weight and are growing rapidly with the new Fab. It is more about combining two top-tier optical portfolios (SiPh and InPh) under one roof than one displacing the other.

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