电信一周观察：A tough market

1. 思科第四季度财报符合预期，销售额91亿美元，环比降12%，同比降7.5%。 思科预计Q1同比下降15%到20%。

    2. 思科和雅虎日本合作，雅虎采用思科的7000系列路由器。思科向互联网web service provider角色迈出一大步。

    3. 思科的7600路由器将支持LTE(只需要插入一块blade）.

    4. Nokia's net cash balance has been weakened to around 2.4 BEur from 10.5 BEur a year ago.

    5. Nokia and Qualcomm signed a collaboration deal to develop 3G and 3G+ devices for North America

    6. Nokia had previously announced that they will add Facebook clients to their phones and somehow integrate the phones’ address book with the Facebook friends list. Now at 2009’s MWC Nokia announced they will bundle Skype with their phones too – with similar address book integration.

    7. 中兴和中国联通工程师的努力下，成功打通国内第一个跨省的WCDMA视频电话！这个电话是从深圳打到西安的，更多的3G功能正在测试中。

    8. ZTE announced another technological breakthrough by achieving the world's first EV-DO Revision B (Rev.B) VoIP Call on its CDMA2000 system, marking the first time in the industry that a CDMA vendor achieves an 9.3 Mbps download rate and 5.4 Mbps upload rate

    9. Market share infomation（市场占有率）
    According to the study Ericsson had 32% market share in Q4 2008, same as the previous year, while NSN decreased from 27% to 23%. The winners were Huawei (now 12%) and ZTE (now 5%). ALU decreased from 16% to 14%. Nortel and Motorola had 6% and 4% in Q4 2008.

    10. 阿尔卡特朗讯的股票价值低于1美元, penny stock!

     11. According to Dell’Oro, Alcatel-Lucent is the market leader in 4Q’08 in DSL, IP DSL and VDSL shipments, and continues to lead these segments from a full-year perspective as well.  (DSL: digital subscriber line)