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DanJones
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DanJones,
User Rank: Blogger
12/23/2013 | 12:26:00 PM
Re: Portfolio Management of Full Service Wireless Company is tricky!
Certainly going to the 4G infrastructure provider to watch next year.
acohn
50%
50%
acohn,
User Rank: Light Sabre
12/23/2013 | 11:43:51 AM
Re: Portfolio Management of Full Service Wireless Company is tricky!
The number of Huawei dominated networks Access, Core + Managed Services they should be able to make their own procurement policies for what ever amount they want.  So many operators are locked into 90% dominated Huawei configuration that they have no other option but to go with them for expansion/roll outs.  "No one will get fired for picking Huawei" is the catch phrase of 2014.
R Clark
50%
50%
R Clark,
User Rank: Blogger
12/23/2013 | 6:04:04 AM
Re: Portfolio Management of Full Service Wireless Company is tricky!
To be fair to be Huawei, it was we shallow journalists who extracted these random numbers and put them front and centre of this story. ALthough to be fair to us, Huawei didn't overwhelm us with a lot of other metrics. To be fair once more to Huawei, they aren't really looking for investors, thanks to $25bn-odd state bank credit line and the oversubscribed annual employee share issue.
Vishnu Goel
50%
50%
Vishnu Goel,
User Rank: Light Sabre
12/23/2013 | 4:54:10 AM
Portfolio Management of Full Service Wireless Company is tricky!
Huawei is going through an interesting phase of traction in terms of Wireless Network Rollouts.Just picking one parameter for the LTE and estimating its pecking order will not satisfy a prudent investor.The company has to create a metrics table to monitor and review.It may contain Wireless Revenue to Total Revenue,Revenue Share in the LTE licensed markets, number of Traffic Dollars and future flows.Quality of revenues is as important as the total sales Funnel every Quarter.Vishnu Goel T&M+919810101238 


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