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 »

Who owns the connected consumer?

Tuesday November 16,  I attended CONNECTIONSEurope, courtesy of Parks Associates. The 2-day event in Amsterdam was all about new developments in the digital content industries featuring panels of players in the digital content ecosystem ranging from service providers to content distributors to equipment manufacturers and anything in between, expertly moderated by Kurt Scherf and Stuart […] Read more »