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SlideshowHuawei's Network Sales Up Around 32% in 2016

Revenues From Network-Related Sales ($B)
Source: companies.
Source: companies.

mendyk 1/9/2017 | 9:54:10 AM
Re: Will these numbers be used as a stick by investors? Right -- software can have significantly better margins, but hardware provides revenue volume.
danielcawrey 1/8/2017 | 3:55:52 PM
Re: Will these numbers be used as a stick by investors? @mendyk, Everyone tries to say these days they are not a hardware company... problem with that is if you can pair software and services with the gear there's a lot of money to be made. I don't expect that to change anytime soon. Huawei included. 
mendyk 1/6/2017 | 11:06:20 AM
Re: Will these numbers be used as a stick by investors? Good point, Ray -- the changing fortunes also make me wonder whether the whole "we're not a hardware company anymore" movement was a bit ... premature.
[email protected] 1/6/2017 | 9:43:41 AM
Will these numbers be used as a stick by investors? I wonder if these sorts of numbers are used as a stick by investors in other companies to beat up Huawei's rivals. Someoe, somewhere must be saying to the other companies - if Huawei can do it, why can't you?

It's not as clear cut as that, I know, but just how much of this is down to corporate culture? Maybe that culture will backfire eventually but in the meantime... will 2017 be the year when further names go out of business due, in part, to the impact of Huawei's growth?  
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