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mikeoliver 2/13/2020 | 9:50:56 PM
Re: Crisis? What crisis? That's sad. To think these companies are very big. 

RaresFisher 1/31/2020 | 7:41:51 AM
Cookie Consent This is really good & helping. You must use it
RoBerti 10/28/2019 | 3:16:06 AM
Re: Crisis? What crisis? Everybody hurts sometimes
Everybody hurts someday,
But everything gon' be alright...
dinosaur game
patsm00re 10/17/2019 | 9:00:35 AM
Ericsson, Huawei & Nokia Are Facing an 'Oil Crisis' Upheaval Yeah that would look really bad.  asphalt 9
johnwickusa 9/20/2019 | 8:17:35 AM
About Articles So, bad for these big companies that they are facing thses crisis. Chase verify card
lichin0607 8/8/2019 | 4:41:11 AM
Unsure of your logic Mr. Morris

Till now, there is still no evidence revealing that Huawei puts spyware in equipmet. Furthermore, China is a country with legal system, so it is illegal to force local branches of global firms to install spywares in their equipments. No evidence just staying oral is not convincing.

 
bosco_pcs 8/2/2019 | 7:26:47 AM
Re: Scratching my head Thanks Iain! 
iainmorris 8/2/2019 | 4:18:54 AM
Re: Scratching my head The parallel with oil, as described in the article, is that something of vital strategic and economic importance to a country is controlled and developed by a small and powerful club (a small number of oil-producing nations in the case of oil; a handful of vendors in the case of telecom networks). Energy security was all about diversification of supply so that countries weren't at the mercy of OPEC. Likewise, there is now a push for diversification (including the development of domestic suppliers) in the telecom industry to guarantee network security.

Obviously, yes, there are still major differences between oil and telecom. I wouldn't for an instant suggest the industries are exactly alike.
sergemelle 8/1/2019 | 8:56:27 PM
Huawei is why we only have Nokia and Ericsson left Its interesting you mention Nortel's bankruptcy as an example of the risk of having only Ericsson and Nokia left as Huawei alternatives for 5G (BTW you forgot Samsung).

While Nortel had many self-inflicted problems, the same way that someone who is always sick is less able to fight off a life-threatening condition, or like the diseased tree that can't weather the drought, Huawei acted as the sickness or disease that led Nortel to die.  

Huawei's arrival onto the mainstream telecom markets in the late-1990's/early-2000's was underscored by a relentless "sell 50% lower than any western vendor" strategy that crashed industry profits, shrank R&D budgets, and fundamentally weakened the ability of not only Nortel, but also Lucent and Alcatel, to survive.

It is sort of surprising that it took nearly two decades for a broader understanding to permeate that Huawei's rise to dominance was underpinned and enabled by a deliberate and unfair geo-political strategy of economic warfare guided by deliberate Chinese government policy. 

I am sure that a lot of industry insiders who were on the front lines of Huawei's aggressive pricining practices from the early-2000's would wonder why it took Western governements and institutions so long to recognize and categorize the threat for what it was, and still is.

So rather than question whether exclduing Huawei creates the risk of having only Ericsson and Huawei left to rely on, maybe the more realistic risk assessment is that unless more restrictions/conditions are placed on Huawei's Western 5G deployments, then do we create the conditions where eventually ONLY Huawei will be left to rely on?
bosco_pcs 8/1/2019 | 4:24:28 PM
Scratching my head Not quite sure I understand the parallel between oil and 5G at all. But then I am no expert in either.

However, oil is a finite physical resources while 5G is really an intellectual properties protected only by international agreements.

Oil has always been at the mercy of OPEC until the advent of Russian oil and American technologies (fracking).

Before 5G, during the telecom bubble, optical was king and dominated by a duology, namely Nortel and Lucent, with Ciena being a niche specialist. Huawei's role in Nortel's demise is still subject to debate but the two giants are no more. 

The world is increasingly interconnected. Regionists want to put the globalization genie back into the bottle while standardization is a way to improve productivity. There are many forces at work here. Some complementary and some contradictiory. 

Like it or not, Huawei is state sponsored and able to undercut Ericsson and Nokia. However, since Nokia has been able to sell 5G gear in China, it demonstrates its pedrigree. However you see the jockeying of positions in 5G (infrastructure), I don't see the parallel between it and oil
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