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Tuesday, May 03, 2005
Om Malik writes aboutthe new telecom world order.The recent BT 21st CN network opportunity selection may be seen as a road map of the future of telecom/broadband industries and it would define the future leaders. Traditional vendors like Marconi, Alcatel, Nortel did not make it to the shortlist. The list has Cisco, Juniper, Siemens, Ericcson besides Huawei. Om says if Huawei is found to be good for BT,then its good enough for SBC, Verizon and every other PTT which has made the old timers like Nortel, Lucent, Marconi and Alcatel, fat and happy for so long. In lower cost economies like India and rest of Asia, Chinese vendors like Huawei, ZTE and UTStarcom have become solidly entrenched and are using that base to learn about scale and using that scale to offer gear at prices which are far below the offerings from the old world equipment provider.The bloated cost structure of 20th century leaders puts them at a disadvantage. In response to this pressure, Alcatel is trying to move up the food chain and offering network integration services at its unique selling point. Om raises the issue rightly that it would face competition from the likes of IBM , or the new AT&T. The industry shall see new leaders, and they will have strange Asian names.
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