Results from Ericsson and Nokia, the two Nordic beasts of mobile infrastructure, have often been out of sync historically for various reasons, but have come more into line for their first quarter of 2024. Both companies have posted disappointing sales but healthy order books that they promise will produce a much stronger second half of the year, barring further seismic geopolitical shocks. The question remains though whether the putative second half recovery will be sufficient to counteract the first half slump, given that some vendors have been predicting an overall shortfall for the year. Among those is transport networks vendor Ciena, which less than a month ago was the latest in a string of large telecoms suppliers to announce disappointing…