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FT.com / Telecoms - Nokia Siemens wins $7bn Harbinger deal - 0 views

  • SN, which is jointly owned by Finland’s Nokia and Germany’s Siemens, announced that it would strengthen its position in the US by buying most of Motorola’s network infrastructure unit for $1.2bn.Harbinger’s $7bn contract award to NSN underlines the h
  • $7bn contrac
  • ightSquared, w
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  • business model is based on securing wholesale rather than retail customers
  • 40,000 base stations that will cover 92 per cent of the US population by 2015.
  • eight-year contract w
  • Nokia Siemens Networks to build a high-speed mobile phone network in the US.
  • nfrastructure will combine an orthodox mobile network with a satellite-based phone and data service
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    design, build and maintain the new network.
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Huawei, ZTE and Ericsson to Dominate Telecom Infrastructure Equipment Market - or not? ... - 0 views

  • Cisco has pretty much exited the telecom transmission business
  • Motorola Networks is being sold to NSN, but that’s being contested by Huawei
  • big three of Alcatel-Lucent, Nokia-Siemens and Ericsso
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  • Telecom Infrastructure Equipment Marke
  • Huawei
  • Serving 45 of the top 50 global telecom operators,
  • f you look at Alcatel Lucent or Nokia Siemens Networks, their growth rate is flat or shrinking, and even market leader Ericsson has a slow growth
  • world's leading telecom infrastructure vendor,
  • ricsson is in a better position than its European- American and Japanese rivals to resist the Chinese led onslaught, as its economies of scale give it higher sales and better profit margins.
  • hey must compete on technology, product quality and innovation.
  • ly three players- Ericsson, Huawei and ZTE- will be the only dominant telecom
  • iggest blow to Huawei (IMHO) is that they didn't win the Sprint infrastructure upgrade contract.
  • U.S. concerns about Huawei go back several years, and focus on the opacity of its books (finances are not transparent) and ownership structure (Chinese government?) 
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