This is interesting, and probably good. These are two companies that make sense to consolidate, especially as both eye developing markets in SE Asia & Africa, and <i>especially</i> those markets that are open to Chinese development monies+influence (mostly in Africa).<p>On the integration side of things, yes, it will probably be a little challenging from a business systems & personnel point of view if they really want to become a single-faced corporation, but on the manufacturing & engineering side I think it'll be pretty easy. I don't know if my company is the largest EMS partner for either one, but I do know that both Nokia (otherwise referred to as NSN, Nokia-Siemens Networks) and ALU are both top-10 customers of ours, and collectively responsible for a couple billion in revenue. I mention this not because of anything to do with my company, but because both are already setup for effective automated integration with their EMS partners, so whatever they do on their side (e.g. changes to EDI rules/structure, ECO processes, NPI processes, etc) will be pretty easy to trickle down and deal with on our side.<p>My hope is that Nokia become the business leader part of this acquisition, not Alcatel-Lucent. They are very challenging to work with sometimes.