Is Ericsson willing to spend $11-billion (not including a takeover premium) for Juniper Networks? Apparently, there is speculation the Swedish company is interesting in the IP router maker, even though it would an all-stock deal would be highly dulitive and complicated by Juniper's partnerships with Lucent and Siemens, which account for 20% of its sales. If the deal actually materialized, you wonder if it would trigger the long-awaited consolidating within the telecom equipment market among the major players. Perhaps a Cisco-Nortel or a Nortel-Siemens or an Alcatel-Lucent?