No Merger, but an Alliance Between Huawei and AlcaLu

There’s talk of an alliance — but definitely not a merger — between Huawei and Alactel-Lucent.

Comparing and contrasting the trajectories of the companies involved, with Huawei on the ascent and Alcatel-Lucent in a seemingly endless slump, I aver that Huawei has the upper hand heading into this entanglement.

Alcatel-Lucent isn’t exactly negotiating from a position of strength. Its increasing desperation has the potential to result in more gives than gets for the Franco-American telecommunications-equipment vendor.

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