pjbclarke, User Rank: Lightning 7/21/2014 | 9:24:17 AM
Re: What goes up.... Their press release is posted.
In the first six months of this year, Huawei generated sales revenue of CNY135.8 billion, an increase of 19% year-on-year with an operating margin of 18.3%.
R Clark, User Rank: Blogger 7/20/2014 | 8:21:23 PM
Re: What goes up.... Apart from a nice bump from 4G sales in China, the growth would be mostly from handsets with an assist from enterprise. It's really swinging for the fences in the handset business.
Re: What goes up.... It's entirely possible Huawei will sacrifice margin in order to compete in certain markets.
Let's not forget that the American market is not available to them, so in order to compete with American companies like Cisco there is a likelihood they would compete on comparable products/services for less overall margin.
What goes up.... So there will need to be a point at which Huawei's sales start declining, but....
Of course the key consideration here, and maybe we will find a little more about this next week, is whether these sales are doing anything for its bottom line -- it's great to have more sales but not if they're smacking one's margins.
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