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tojofay
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tojofay,
User Rank: Light Sabre
9/7/2016 | 10:11:58 AM
Re: Sponsored content
Rclark, 

Could you disclose any relationship with Huawei you may have that compensates you directly or indirectly? 

 

 
R Clark
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R Clark,
User Rank: Blogger
9/7/2016 | 9:53:45 AM
Re: Sponsored content
Yes, a lot of firms are in that game but I'm not aware of any that are making the transition better and faster. 
t.bogataj
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t.bogataj,
User Rank: Light Sabre
9/7/2016 | 8:55:03 AM
Re: Sponsored content
Front-row seat - fine. But in terms of shifting their strategy from "telco-only" to "IT-too", they're one of many.

T.
R Clark
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R Clark,
User Rank: Blogger
9/7/2016 | 8:42:06 AM
Re: Sponsored content
They've built a $4b enterprise business in five years, including a number of Fortune 100 companies, and however big the industrial internet gets they have a front row seat. Plus a pretty strong record for hitting their strategic goals. 
t.bogataj
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t.bogataj,
User Rank: Light Sabre
9/7/2016 | 6:50:39 AM
Sponsored content
Indeed, Robert--

What makes H's trajectory "different from other vendors"???

No more than yet another vendor joining the club, and far from being the first.

T.
R Clark
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R Clark,
User Rank: Blogger
9/4/2016 | 4:48:38 AM
Re: Zero sum game?
I'm sure that's correct on IT spending but I expect Huawei would say telecom spending is shrinking, and that by building for enterplrise as well as operators they get better scale and lower costs for both segments.

Also they're betting on the internet and IT itself changing with the emergence of the inudstrial internet, including IoT.   According to the GE speaker that's going to be worth $500b by 2020 --- even if half that it's a big market.


Plus Huawei have a pretty good record in moving into new businesses and new parts of the value chain.

 
danielcawrey
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danielcawrey,
User Rank: Light Sabre
9/3/2016 | 12:44:15 PM
Re: Zero sum game?
It's interesting for me to see how these larger networking companies are now moving into cloud businesses. The cloud really is nothing new, but I suppose it did all have to start with software first. Now that businesses are using these services, larger infrastructure players like Huawei have to get into the market and offer pieces of the bigger picture. 
TV Monitor
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TV Monitor,
User Rank: Light Sabre
9/3/2016 | 12:04:42 PM
Re: Zero sum game?
sarcher60555

"Bow to our new master."

I don't know where you live, but Huawei is banned where I live.
sarcher60555
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sarcher60555,
User Rank: Lightning
9/3/2016 | 3:33:48 AM
Re: Zero sum game?
Exciting to read and only one major vendor could do this at a moments notice, Huawei.  Their future is to be assured for many generations.  Bow to our new master.
tojofay
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tojofay,
User Rank: Light Sabre
9/2/2016 | 8:41:49 AM
one of a kind Bob?
Infinera
   
 
Announcing the Infinera Xceed Software Suite

Advancing Open Multi-layer SDN Control and Applications for Packet-Optical Transport
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