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Alcatel-Lucent is executing its Shift plan on a number of fronts. But its status as a fourth-place player in the LTE and RAN markets adds pressure on the vendor to perform. (4/16/2014)
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Cisco’s timely addition of multi-mode 3G/4G/WiFi small cells is an important move for a vendor whose mobile access business is highly focused on small cells. But why hasn’t it unveiled an outdoor small cell yet? (4/17/2014)
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Ericsson continues to stay on top of trends that could disrupt its dominance. As some rivals specialize in disparate areas of strength, can Ericsson defend against them all, even as competitors benefit disproportionately from Chinese LTE rollouts? (1/17/2014)
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Huawei’s small-cell portfolio is expanding in meaningful ways, and it could benefit from the vendor’s fast-growing Services and Enterprise businesses. But continued messaging problems are creating missed opportunities. (5/21/2014)
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NEC’s commitment to, and traction with, virtualized core solutions is encouraging, though its commitment to small cells isn’t as clear. (2/18/2014)
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Nokia’s recent M&A streak shows a consistent focus on strengthening its existing strategy. Will these new assets help a top line that has suffered from the vendor’s more selective approach to services? (8/18/2014)
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Samsung’s recent wins (i.e., Sprint, Verizon, Vodafone) show promising momentum. Will this incremental growth be enough for the vendor to achieve its ambitions? (3/17/2014)
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ZTE is leveraging its domestic relationships and TD-LTE expertise in very large RAN deployments. However, its business becomes increasingly China-centric each year, thwarting its efforts to spread out globally. (12/16/2013)
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