China's Telecom Market
October 11th, 2004 Posted in Main Page
CIBC World Markets analyst Steve Kamman got some insight into China's telecom market after meeting with Jia-Bin Duh, the head of Cisco China. Apparently, Cisco's feeling pretty bullish about China and looking for faster-than-market growth. Mind you, Nortel Networks was looking to surpass the market's growth earlier this year - only to change its mind a couple months later. Duh also said Cisco sees “healthy local and foreign compeition”. Given all the talk recently about Chinese rivals such as Huawei Technologies, it would have been interesting to get some deeper perspective on the threat posed by Asian suppliers.
