Nimble Newcomer Huawei Pushes Telecoms Mergers
From Electronic News:
"The rapid emergence of China’s Huawei in the global telecom market has been the main impetus behind the rash of recent mergers and acquisitions in the industry, according to telecom analysts.
“This is really pushing the mergers among the larger players because Huawei has come out and really scared them. It really opened up the views of the big players,” said Sara Harris, senior industry analyst of Strategy Analytics.
Scott Clavenna, chief analyst at Heavy Reading, said the expansion of Huawei outside China is the “most game-changing factor in the telecoms supply market in the past five years.” "
"Recent mergers and re-alignments in the industry have involved major players such as Alcatel, Lucent Technologies, Ericsson, Nokia and Siemens."