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

|By:, SA News Editor

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.