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Goeran 12/5/2012 | 3:29:37 AM
re: Huawei's Global Sales Hit $5.58B Interesting internet in China blog: http://china-netinvestor.blogs...
Link to good article on Huawei.

Have a great weekend.
lightbay 12/5/2012 | 3:29:37 AM
re: Huawei's Global Sales Hit $5.58B In 2004, Cisco has $26 billion.
The year when Cisco had $5.5 sale was 1994? or 93 ?
ratnl_invstr 12/5/2012 | 3:29:36 AM
re: Huawei's Global Sales Hit $5.58B Huawei and ZTE will eat NT, LU and CSCO's lunch, while these vendors continue to sleep tight sitting on huge cost structures (execs awarding huge bonuses to self, escalating retiree and health insurance costs)!!!!
jim_smith 12/5/2012 | 3:29:36 AM
re: Huawei's Global Sales Hit $5.58B In 2004, Cisco has $26 billion.
The year when Cisco had $5.5 sale was 1994? or 93 ?


In 2014, Cisco's global sales plummet to $5.58 billion.

The year when Cisco had $26 sale was 2004? or 05?
brahmos 12/5/2012 | 3:29:35 AM
re: Huawei's Global Sales Hit $5.58B LU and CSCO have been industriously expanding their
india ops among other lower cost facilities. I dont think engineers get pensions (maybe LU's factory workers get it). healthcare costs in india are very low - company arranges for a life insurance which costs $50/pa and a hospitalization insurance which cost around $100/pa for a $2000 coverage. in addition there is usually a tax exempt $300 part of the salary u can claim as tax free by showing medical bills. total cost = $150. some cos are part of a health network that arranges for doctors appointments etc. but I
dont think the fees themselves (which could range
from $2 - $10 for a visit) are subsidized.

huawei and ZTE cannot beat that cost structure, its the same or lower than their own in the developed expensive parts of china.

all they can do try to compete on price for the
time being since I havent seen instances where they have developed some new pathbreaking product they can charge a premium for.

LU/NT/CSCO's margins might decline and the fat cats might need to tighten their belts a bit but
I dont see a immediate crisis. They will probably introduce low cost products and pricing plans for the developing countries where Huawei/ZTE are trying to make inroads.

Goeran 12/5/2012 | 3:29:34 AM
re: Huawei's Global Sales Hit $5.58B "I'll tell you who I worry about. I look at the Huawei model going after Cisco, where they have two groups of engineers working 13-hour days, and they do projects in half the time and at a quarter of the cost because the morning engineering team takes over from the evening engineering team, and they're just on it. "

Is this really true or just a legend? Anybody ever talked to a Huawei engineer?
dmw_qqqq 12/5/2012 | 3:29:34 AM
re: Huawei's Global Sales Hit $5.58B The reason that LU and CSCO ar expanding their india ops among other lower cost facilities is because they are feeling the heat from those lower cost suppliers like Huawei and ZTE.

They have to respond like that, otherwise they will become dinosaurs named Lusaurus and Ciscraptor, respectively.

-dmW
Ringed? 12/5/2012 | 3:29:33 AM
re: Huawei's Global Sales Hit $5.58B You wrote:

Huawei and ZTE will eat NT, LU and CSCO's lunch, while these vendors continue to sleep tight sitting on huge cost structures (execs awarding huge bonuses to self, escalating retiree and health insurance costs)!!!!

Granted US executive pay, for performance rendered, is out of kilter in most cases but what do you say to the team whom brings in 1/4 to 1/2 the business inside a $ 26 Billion company.

Thanks.. Here is $250k, Now get back to work! There is alot of profit. Pay in this case isn't particularly out of line. Also, CSCO doesn't have anything to do with the cost of health care. You can blame them for alot of things but health care cost isn't one of them.

I'll open pandora's box for you. The Chinese government subsidizes Huawei & ZTE. They can drop prices 40 - 60 % below the competition and know they will get that money back from China.

It is no different from the way Airbus competes against Boeing. France subsidies Airbus which has been in the news several times in 2004.

Until China can compete with parity in an open, free trade market these comments made don't hold up to scrutiny. If you only look at wages as the lone barometer of parity it is easy to tell that anyone who would try to compete with China is doing so with one hand tied behind their back and and standing on one foot blind folded. Let's not bring up human rights or out right slavery as issues.

Anyone care to disagree?


jim_smith 12/5/2012 | 3:29:33 AM
re: Huawei's Global Sales Hit $5.58B ... two groups of engineers working 13-hour days ...

Is this really true or just a legend? Anybody ever talked to a Huawei engineer?

Use your common sense. Do you really think it is humanly possible to pull this off?

But wait... legend has it that the Chinese have been working on a top-secret android project...
keelhaul42 12/5/2012 | 3:29:33 AM
re: Huawei's Global Sales Hit $5.58B Jim Smith wrote:
Use your common sense. Do you really think it is humanly possible to pull this off?

But wait... legend has it that the Chinese have been working on a top-secret android project...
>>>>>>>>>>>>>>

It does remind me of a startup where I worked some years back though:
mgt was convinced they had "commitment" from their engineers because everyone was working long hours.
Here's the schedule:

10AM -- arrive, almost no one in the door before this
12 noon -- take a long lunch, often run errands
1:30PM -- get back to work
5PM -- play ping-pong, basketball, etc for awhile
6PM -- back to work
7:30PM -- company brought in catered dinner
8PM -- back to work, check email, etc
9PM -- go home

There you have it: about 8 hours of work in an 11 hour day. But everyone sure is committed!
Further: the number of suits - including VC's - who understand this can be counted on a hand with no fingers (or thumb).

-kh
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