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To: E_K_S who wrote (38515)	7/14/2010 5:36:09 PM
From: Jurgis Bekepuris	Respond to of 78748

E_K_S IMHO, the chance that NOK would buy MOT is so small that it's almost non-existent. NOK pretty much said that their future is software and MOT would bring exactly nothing in that area. NOK is not great in software, but MOT is way worse. Now, the problem is that NOK may not have what it takes to become great in software and the attempt to bet company's future on becoming a software house could lead to spectacular failure. However, I am 99.9% sure they won't change the tune to buy MOT. To say it other way, if NOK decided that they want to focus on hardware (which they already did almost perfectly), they could do it without MOT or anyone else's help. I have no investment interest in MOT, so I have no further opinion about it. :) Edit: I have very little insight into what Nokia-Siemens Networks might do. It is run as a separate company and its choices are pretty independent from Nokia's decisions. They may or may not buy MOT's infrastructure division, I have no clue about it. IMHO, NOK may want to completely spin off Nokia-Siemens Networks at some point. Not clear when, since the market probably won't be excited about NSN.

To: E_K_S who wrote (38515)	7/14/2010 11:49:00 PM
From: E_K_S	Read Replies (2) \| Respond to of 78748

Nokia Said to Be in Talks to Buy Motorola Arm July 14, 2010, 3:18 am dealbook.blogs.nytimes.com Nokia Siemens is in talks to buy the telecom equipment arm of Motorola, according to The Wall Street Journal, Reuters said. Quoting people familiar with the matter, The Journal said a deal could be worth $1.1 billion to $1.3 billion and could be reached in the next few weeks. ============================================================ It looks like Mot's Telcom Equipment Division is in play. EKS