2 thoughts on “ZTE, Chasing Cisco”

  1. ZTE needs to attack the international markets because domestic (which would be China for them) will decline significantly in 2005 due to slowing in sub growth and equipment spending in PHS thanks to China Unicom, China Telecom and Netcom spending slowdown on CDMA builds. Now its hard to say ZTE can take on other players easily when they get ~50% of revs from PHS. Then gross margins and operating margins declines in China can be expected to continue and most likely accelerate when they will compete in newer markets mainly on price.

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