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 »

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 »

The Six-Sided Telco: Rolling The Telco Dice

So let’s play! The telco die has six sides. Telco, netco, webco, servco, capco, and connectco. These sides are not just arbitrary positions. They are real business models that exploit retail and wholesale markets in the context of bundled capacity/service, unbundled capacity and unbundled service. Let’s explain. In telco terms, retail is the sale to […] Read more »