Alcatel-Lucent
Alcatel-Lucent appears to have many of the pieces necessary for long-term growth. Success, however, is not guaranteed as the vendor needs to strengthen its financials and deal with continued declines in its CDMA business. (11/16/2009)
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Alvarion
With over 250 WiMAX deployments, strong 802.16e momentum, and a new partnership with NSN, Alvarion has proven itself to be a WiMAX leader. However, the company cannot escape concerns over the growth potential for WiMAX. (10/2/2009)
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Cisco
Due in part to its limited RAN assets, Cisco is generally not top-of-mind of wireless infrastructure vendors. However, Cisco certainly has the track record to show it is an active market player, but needs to do more to raise its profile. (10/20/2009)
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Ericsson
Ericsson does nothing if it isn’t big. Having set its sights on LTE, the vendor has leveraged its very strong 3G position, along with an overall competitive infrastructure solution, to build early 4G momentum. (3/16/2010)
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Huawei
Huawei’s revenue gains, along with its market share and a growing list of Tier 1 deployments, make it one of the top infrastructure vendors. Its SingleRAN strategy (and the potential impact to its future LTE business) should keep it competitive. (9/16/2009)
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Motorola
Weakness in Motorola’s handset division has put a greater emphasis on the vendor’s network infrastructure group; however that group has struggled with its own declining revenues. An emphasis on WiMAX and LTE make sense, but may not be enough. (12/17/2009)
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NEC
Combine NEC’s 3G expertise, early LTE momentum, femtocell success and transport assets and you get a vendor that could be a real force in wireless. Add in limited marketing or attempts to tie these assets together and the image is less compelling. (4/15/2009)
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Nokia Siemens Networks
Nokia Siemens Networks remains one of the leading vendors in the wireless infrastructure market, thanks to renewed corporate momentum, recent network wins, and a strong product portfolio led by its Flexi base station family. (3/16/2010)
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Nortel
Nortel has no shortage of wireless successes to highlight: a solid switching reputation, CDMA2000 momentum and early LTE traction. Unfortunately, until Nortel emerges from bankruptcy protection, an uncertain future must weigh on customer thinking. (6/2/2009)
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Samsung
Samsung is vulnerable in the wireless infrastructure space. Despite success with WiMAX and femtocells, Samsung has little momentum with the larger opportunities found with CDMA and WCDMA, and continues to be overshadowed by its device business. (2/17/2010)
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Starent Networks
Starent’s latest ST40 upgrades give the company a platform better suited to tackle the demands of LTE, while strong financials give it the stability to tackle the space. Solid momentum outside its CDMA comfort zone is still needed. (8/10/2009)
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ZTE
ZTE has a competitive set of wireless infrastructure products that can meet most mobile operators’ network needs. However, the vendor still struggles to raise its profile outside of China, something necessary for remaining competitive. (12/30/2009)
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