Oh God. Yes Nokia were deep in bed with Intel on 5G. How did I miss that? And that have a $20B+ Market Cap. I don't know about some places of EU and US. But Ericsson has been winning more 5G infrastructure project then Nokia in most places I know. Of course by winning I mean that is anything left from Huawei which may be looking at 50% market share in the next few years.

Ericsson were having a hard time competing, if Nokia screwed up may be a M&A with Ericsson makes sense.

Godsh this really is a big story if this turn out to be true.

Edit: Having some more thoughts, the delay still doesn't make Nokia bankrupt, because the initial 5G roll out are small in numbers. Compared to 3G / 4G recurring infrastructure and patents revenue. So I guess it is going to make an impact on Nokia, but nothing as bad as Charles has wrote. He is likely right that his sources suggest Nokia has nothing to deliver or sell in terms of 5G, but again if you know anything about business I doubt this will bring Nokia down.