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.
After attending a Huawei investor meeting, Nomura's Stuart Jeffrey thinks the company, feared...
From other sites
Video at CNBC.com (Mar 22, 2016)
Video at CNBC.com (Feb 22, 2016)
Video at CNBC.com (Nov 20, 2015)
Video at CNBC.com (Sep 28, 2015)
Video at CNBC.com (Jan 21, 2015)
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