Following the acquisition of Lucent, and Nortel unlikely to emerge through bankruptcy in one piece, there is a telecom vendor vacuum in North America. It just so happens that Huawei – which has literally started 2009 from zero deployments in the US - is gearing up for a major marketing push in North America following its initial success with the cable companies there. I think the company has a good chance filling the vendor vacuum. I discussed these and other related issues with Huawei’s Ron Raffensperger recently at their Analyst conference in Shenzhen.
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