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To: elmatador who wrote (5338)4/8/2010 10:45:24 AM
From: Taro
   of 5353
 
Sounds complicated to me - and too well planned.
Somebody is going to screw somebody here. The Chinese government, however, will never allow Ericsson or any other Western company to screw Huawei...

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To: Taro who wrote (5339)4/8/2010 11:36:09 AM
From: elmatador
   of 5353
 
Investor AB might have been the one that cut the deal. Is coopetition. The screwed part is all the other vendors.

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To: elmatador who wrote (5340)4/8/2010 11:51:28 AM
From: Taro
   of 5353
 
When checking how Investor lost their crown jewel Scania to VW, then I don't give much for their deals recently.

Taro

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To: Taro who wrote (5341)4/8/2010 12:28:22 PM
From: elmatador
   of 5353
 
China mandates how its national champions act.
Thus those deals must have been cut at the very top.

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To: Taro who wrote (5341)4/10/2010 7:22:24 AM
From: elmatador
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We will discover the truth soon as Huawei closes in Ericsson.

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To: elmatador who wrote (5343)4/10/2010 8:43:45 AM
From: Taro
   of 5353
 
Sure. But I still believe the Chinese have a long way to reach original creativity.
No doubt they know how to copy ideas, HW and SW in a realy hurry - and doing that cheap, also because they don't have shareholders chasing them every quarter but - in Asian tradition - can plan much longer term.

So, assuming they drive the Ericssons out of business, what then?

The Japanese had - and still have - the same problem. They did indeed out German the Germans when it came to cranking out quality product at a lower price.
Now nobody can exactly blame the Germans for being super creative either, though...

Taro

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To: Taro who wrote (5344)4/10/2010 1:28:49 PM
From: elmatador
   of 5353
 
Duopoly. They share the spoils after competition driven out of the market.

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To: elmatador who wrote (5345)4/10/2010 3:10:14 PM
From: Taro
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If the Chinese commies allow them - and that would be extremely smart - why not?
Let Ericsson develop the cutting edge products and drive the market, then let they own half of it...

/Taro

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To: Taro who wrote (5346)4/10/2010 6:56:45 PM
From: elmatador
   of 5353
 
Aha! You've got it!

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To: Taro who wrote (5346)4/11/2010 6:55:30 AM
From: Taro
   of 5353
 
I see, that's what you were driving at straight from the beginning :)

But, Ericsson needs to shell some of their complacency and also become a little bit more flexible and open minded towards new and better solutions: Hanging on to legacy Freescale and ailing T.I. (quality, delivery, innovation) while ignoring new trends for for instance would revive the company and their products a lot.

Right now NSN and Huawei are both betting heavily on multi core processors Cavium and their alikes and their new products will knock the socks off what Ericsson is right now working on.

Taro

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