george lucas

Interesting Times for Cisco; Shares Cheap Below $20

Which markets should those be?


On Apr 01 03:18 AM just.a.guy wrote:

> If Cisco and Huawei are not direct competitors, then where did all
> of Cisco's market share in China evaporate to as Huawei and ZTE have
> taken off there in the past several years?

Interesting Times for Cisco; Shares Cheap Below $20

I disagree. Cisco and Huawei are not direct competitors. Most of what Cisco produces nowadays is not directly matched by Huawei. Even in core networks, which is something that Huawei is trying to have for LTE/SAE sytems, Cisco is far more advanced than Huawei is willing to acknowledge. Of course, things can quickly change, as Ericsson, NSN, and ALU have already found out by themselves.

On Mar 31 12:34 PM SteveJobs wrote:

> One word. Huawei. Bell Canada won't even buy Nortel now - yup Huawei.