In this Gigaom.com piece, Stacey talks about the arrival of Huawei in America.
When Huawei arrived in Europe about three/four years ago, Cisco lost a LOT of business especially when BT and other carriers changed their standard purchase to include Huawei on the approved list. Huawei had a rocky start with widely known hardware failures and software bugs. Since the noise has died down, I’m guessing they got them sorted. Or people got used to working with Huawei. Lets face it, working with any big vendor (HP, DELL, IBM, Cisco etc) means that you have to work their way or you don’t get the answers/solutions.
And a reader from Kenya tells me that Huawei is beginning to impact Cisco’s business in Africa too. The cheaper price of the kit is just too tempting for poorer economies.
Price pressures on the big vendors are going to cause changes. It’s just a question of when.