Huawei's 5G security scrutiny pain could be Cisco's gain – analysts Cisco could reap the benefits of the Western world's security crackdown on Huawei enterprise networking equipment, analysts from JP Morgan have said. "We expect companies with established global presence (again primarily Cisco and Ciena amongst others) to be well positioned to benefit from a pullback in business wins relative …
Only someone who doesn't understand how thin the dividing line is between China's government and major businesses believes Huawei has never added backdoors.
If the US government is able to get Cisco's cooperation, why do you doubt that China's government which has far more power over the day to day operations of businesses than the US's does would be unable to do so, or unwilling to request/require that cooperation?
Countries in Europe have been generally slower to jump aboard the security bandwagon.
Except it isn't security, it's jingoism. Huawei is already paying for exentsive investigation of its equipment in the UK and if they can't find anything — and they haven't so far — then it's likely to be a PR win for Huawei. Price dumping and limited access to the Chinese market is how to go after Huawei.
So ... we are apparently terrified that the Chinese Communist Party could possibly potentially maybe compel Huawei to do something bad.
So Cisco can come in and sweep up.
Yet NSA have already been found tampering with Cisco and Juniper firmware ( google "Photos of an NSA “upgrade” factory show Cisco router getting implant " )
So the question becomes, who are you comfortable being spied on by ?
The US or China ?
Are you sure? I'm not aware of any end-to-end 5G platforms that Cisco provides - I thought 5G was pretty much Ericsson (especially with consolidation of Alcatel-Lucent) vs Huawei for major mobile telcos with a fading Nokia-Siemans and growing ZTE providing 90% of the market by revenue? Cisco may benefit somewhat in the increase in mobile data that 5G supports, but thats likely to remain unchanged regardless of who provides the core.
Cisco and a number of other manufacturers (i.e. Samsung, etc) may provide components for these larger systems, but consolidation or business issues in the telecoms space has dramatically shrunk the market.
If you were to say resistance to Huawei was on IP grounds, there are a LOT of big US companies with their fingers in the 5G pie that may benefit from a vendor that has a better reputation for respecting those rights both in 5G and future systems...
I'm starting to suspect that a lot of the government suspicion about Huawei comes from the western governments knowing exactly what they are doing with Nokia/Ericsson/Cisco and whoever, and they assume the Chinese are doing the same.
Remember that the reason Sputnik was put into orbit was because the Russians couldn't do re-entry. The Americans could do re-entry but couldn't reach orbit. America assumed that if Russia could do orbit it could also do re-entry, and this kicked off the whole space race.
How hard do you think it is for Cisco to "have a word" with some government people to spin up this tale of suspicion?
Promote a US company, make the Chinese look bad and get our own backdoors installed everywhere.
I suspect they saw the opening after what was done to Kaspersky.
Plus ça change..
Well, the fact that it says Cisco but NOT other western players might say something?
Maybe it's because Cisco had been badly wrongfooted in the market? What it's now benefiting from is time to catch up. That is not to Nokia's or Ericsson's benefit if they were competing on fairly-equal terms with Huawei and each other all the time.
US tech industry falling behind $rest-of-world cannot be more than a temporary aberration! A share price up 24% looks like a bottom line, and in a broader market that's a sea of red ink, it says the campaign has been successful.
wasn't that - as part of an all-out US technological war on China - the very point?
Of course, that is why the witch hunt started and why they are now rootling around looking for shell companies over the Iran allegations - not that they bother looking for shell companies when US kit turns up where it shouldn't. (Iran Contra, anybody?)
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