After attending a Huawei investor meeting, Nomura's Stuart Jeffrey thinks the company, feared...


After attending a Huawei investor meeting, Nomura's Stuart Jeffrey thinks the company, feared for its win-at-all-costs attitude, will be less aggressive in its telecom equipment pricing, in order to subsidize efforts for to win new phone and enterprise deals. He sees this as a positive for Ericsson (ERIC), Alcatel-Lucent (ALU), and Nokia Siemens (NOK, SI). Jeffrey also thinks Huawei's limited enterprise presence will minimize the damage it does to Cisco (CSCO) over the next 2 years.

From other sites
Comments (3)
  • SSGAJ
    , contributor
    Comments (227) | Send Message
     
    All I can say is that Apple and Samsung has a lot of articles contributors in their back pocket. They report on any news that could be harmful to Nokia. Nomura has some kind of skin in this game.
    And I also see that they pump up the other two on the smallest of items. Including the likes of Jim Crammer as well, who changes postions on a dime.
    28 Jun 2012, 01:22 PM Reply Like
  • mr wonder
    , contributor
    Comments (585) | Send Message
     
    True. Today. When Elop explains the increased competition in China. Various authors are reporting today, "Nokia's CEO is admitting failure!!. Funny, stupid, false or silly, ALWAYS check your facts!!
    28 Jun 2012, 01:35 PM Reply Like
  • max4196
    , contributor
    Comments (2) | Send Message
     
    Where in the world is Huawei...sounds exotic.
    28 Jun 2012, 01:35 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Hub
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs