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shared by Alex Street on 28 Sep 11 - No Cached

Cisco has pretty much exited the telecom transmission business
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Motorola Networks is being sold to NSN, but that’s being contested by Huawei
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big three of Alcatel-Lucent, Nokia-Siemens and Ericsso
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...10 more annotations...
Telecom Infrastructure Equipment Marke
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Huawei
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Serving 45 of the top 50 global telecom operators,
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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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world's leading telecom infrastructure vendor,
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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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hey must compete on technology, product quality and innovation.
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ly three players- Ericsson, Huawei and ZTE- will be the only dominant telecom
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iggest blow to Huawei (IMHO) is that they didn't win the Sprint infrastructure upgrade contract.
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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?) 
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shared by Alex Street on 03 Oct 11 - No Cached

North America remains a difficult region for Huawei to crack due to political pressure, the company’s European operations have been extremely successful in the past few years.
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