How Apple, Cisco and Huawei Disrupted the Telecom Equipment Market

Now that Alcatel-Lucent is to become part of Nokia, it’s a good time to look back and see what has happened over the last decade or so in the global telecoms equipment market. The picture that emerges is one of consolidation and divestment. Consolidation into four major players: Huawei, Cisco, Nokia and Ericsson. Divestment of […] Read more »

Predictive Contextual Collaboration

Contextual prediction is hot. I am not just saying that because I am in the prediction, forecasting and analysis business. I am talking, for instance, about the ability that businesses have to predict what we are going to buy, how much we are willing to pay, whether we can pay to begin with, whether we […] Read more »

Huawei: Back To The Future?

Ten years ago, Siemens, Ericsson, Alcatel, Motorola, Nokia, and Lucent – to name a few – had operator, enterprise, consumer and handset divisions. Today, Siemens has sold all of its communication equipment businesses and Siemens Enterprise Communications is a joint venture of Siemens and the Gores Group. Ericsson exclusively focuses on operator customers after selling […] Read more »