re: Why Huawei Should Buy Nortel's MENHuawei should definitely consider buying Nortel after their CEO sells off the service/consulting side of the business. But so should NSN, Ericsson, ZTE, Ciena, and Infinera have a look.
My preference would be that Nortel not be sold but try to fix itself refocusing on Broadband Optical and Wireless.
The key aspect of this should be that Nortel should try to recruit back some of the key people who were leading the technology charge in the 90's that they pushed out because they didn't like what the said - that things needed to be changed. These people were the ones that created the optical Business, the Broadband Access Business (that was sold in part to Zhone), the Metro optical business and the wireless business.
These handful of "unreasonable" people are out there being unreasonable in other telecom companies where the people understand there is nothing unreasonable about wanting to do more , to be better to be as best as you can be.
As George Bernard Shaw saidGÇ¥ Praise the unreasonable man because he is the only one who will get things done."
MrLight..Unreasonable when it comes to wanting to be the best :-)
re: Why Huawei Should Buy Nortel's MENCertainly all good reasons, but one potential consideration for Huawei would be North American enterprise and carrier willingness to buy from them today and as a result, could they get a return on that investment.
Whether or not you believe it to be practical or even rational, the truth is that many large financials, government orgs, and carriers in NA would think twice about buying from Huawei and that's a hurdle they'd have to overcome.
re: Why Huawei Should Buy Nortel's MENLaptops from Lenovo is one thing. But dontcha think AT&T is going to have trouble buying 40G gear from a Chinese company? You know, with all the lead paint and infected yogurt. They won't block the deal or anything, they just won't buy anything from them. Good news for Ciena and Cisco.
re: Why Huawei Should Buy Nortel's MENReasons: 1) Technology is never a problem for Huawei, especially in Optical EQUIPMENT scope (Components maybe). Huawei only deliver product the mass customer needed. Huawei will get it ready when 40/100G become mainstream. 2) Huawei will not to fed the grandmas and grandpas of Nortel, even at a price of zero. 3) Buying Lucent haven't help Alcatel much in U.S., so buying only one department of Nortel coundn't help Huawei.
re: Why Huawei Should Buy Nortel's MENSo to me this portfolio is kind of nebulous. Which pieces are interesting and what parts are also-rans? Any opinions?
re: Why Huawei Should Buy Nortel's MENHappy to hear that Hauawei will not buy the Nortel grandmas and granpas: this would put all leading edge technology development that Nortel has done (historically and consistently) to a grinding halt.
If all telecom gear manufacturers were like Huawei, i.e. copy technologies developped by others (as you call becoming mainstream), development of telecomminucations technologies would not evolve very quickly: people crying for 100G now could not even think about it.
re: Why Huawei Should Buy Nortel's MENBeijing, the capitol of a BIG country that is way more nationalist (and respectful of it's own culture one could argue) has allowed heavy investment in US markets for the last 3 years. ok, I'm not up on the Canada-specifics, but...
I'll argue Huawei buying acces to NA market is a real possibility since you bother to mention AT&T. Beijing can get heavy handed with our politicians who sell us down the river daily now, Huawei, being just an honest hardworking quazi-communist organizatin, could potentially get additional $ leverage due to momentary currency.
re: Why Huawei Should Buy Nortel's MENOne would think that Huawei could achieve institutional gains by picking up Nortel's MEN patents and other IPR along with key R&D personnel, not to mention its international customer base, to boot. However, I tend to think that Huawei will remain patient, and continue acting in a cautious and circumspect manner, with respect to the North American customer base specifically, preferring instead to allow its relations with North American customers to iron themselves out over time. Just my two fermions.
re: Why Huawei Should Buy Nortel's MENI don't see Huawei increasing their revenues by $1.5B, nor will they gain significant sales in North America, since I don't believe NT sales team is part of the deal. I don't think that many customers will follow the products without the salespeople contacts, especially that now, due to the uncertainty, I'm sure many customers are evaluating other solutions.
My preference would be that Nortel not be sold but try to fix itself refocusing on Broadband Optical and Wireless.
The key aspect of this should be that Nortel should try to recruit back some of the key people who were leading the technology charge in the 90's that they pushed out because they didn't like what the said - that things needed to be changed. These people were the ones that created the optical Business, the Broadband Access Business (that was sold in part to Zhone), the Metro optical business and the wireless business.
These handful of "unreasonable" people are out there being unreasonable in other telecom companies where the people understand there is nothing unreasonable about wanting to do more , to be better to be as best as you can be.
As George Bernard Shaw saidGÇ¥
Praise the unreasonable man because he is the only one who will get things done."
MrLight..Unreasonable when it comes to wanting to be the best :-)