Alcatel-Lucent
Alcatel-Lucent continues to execute on its WiMAX strategy and strong fixed-line assets should be a clear strength going forward. With CDMA2000 slowly contracting and a trailing WCDMA position, corporate issues could still derail this progress. (7/16/2008)
Alvarion
(2/12/2008)
Cisco
As 3G and so-called 4G solutions gain momentum, Cisco should be in a position to leverage its IP expertise to carve out a greater wireless success. WiMAX wins aside, the real opportunity could lie in the transport layer. (10/8/2008)
Ericsson
Ericsson has established itself as one of the market’s strongest wireless vendors. Yet, as the Swedish vendor grapples with flattish revenues, Chinese competitors are registering sales growth – suggesting some opportunities are going untapped. (11/20/2008)
Huawei
Solid momentum and a strategic focus on emerging technologies suggest that Huawei is maturing into the major wireless player that it has claimed to be. Unfortunately, it is also more susceptible to stiffer competition and market woes. (9/4/2008)
Motorola
A separation bodes well for Motorola’s networks business, bringing more focused resources for a winning WiMAX strategy. Yet, the separation is elusive and a dismal mobile device business overshadows any positive moves toward being a 4G leader. (7/10/2008)
NEC
(6/5/2008)
Nokia Siemens Networks
While rivals are floundering after consolidation, NSN appears to be flourishing. Beyond growth in GSM and WCDMA, NSN is staking a leadership claim in LTE. Unfortunately, the vendor is not immune to the current economic woes of the market. (9/8/2008)
Nortel
A renewed focus on LTE makes sense given a growing number of operator endorsements. Unfortunately, Nortel’s 4G strategy is dependent on wireless revenues that still rely on the declining CDMA and GSM markets. (9/8/2008)
Samsung
Wave 2 certification and another win show Samsung’s continued commitment to WiMAX is paying off. Unfortunately competitors overshadow this progress by racking up even more deals. Luckily, Sprint’s Xohm launch should further prove its WiMAX mettle. (10/8/2008)
Tropos Networks
(3/17/2008)
UTStarcom
(2/28/2008)
ZTE
Revenue growth in GSM, CDMA2000 and TD-SCDMA highlight a strategy that is growing ZTE’s wireless stature, especially outside China. Yet relying on these mature technologies will not necessarily elevate it into a credible 4G vendor. (9/4/2008)
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