Huawei, ZTE and Ericsson to Dominate Telecom Infrastructure Equipment Market - or not? ... - 0 views
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Cisco has pretty much exited the telecom transmission business
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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
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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.
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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?)