NOK would resale JNPR's Routers, this will be ending soon, I assume they have a contract that will end some time in the near to mid term.  These sales will naturallly go to ALU then.  With the upcoming Router upgrade cycle, this is just another tail wind ALU should see.  I do not expect it to have an immediate impact but should be a gradual ramp in sales for ALU due to NOK starting to resale its routers and switches.  

I also think the upcoming earnings could be somewhat weak for both companies, I plan to use weakness to accumulate more ALU shares