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SNS Subscriber Edition Volume 15, Issue 15 Week of April 9, 2012




Part II




In This Issue




Huawei, Part II


Foreign Intellectual Property:

Beg, Borrow, or Steal

Champions "Going Out,"

or Market Killers?

Global Market Effects

Other Countries,

and the Charm Offensive

The Problem with

Cyber Security





In Case You Missed It...

Members Making News


Upcoming SNS Events

& Media Links


In Other House News


New Members' Welcome

How to Subscribe

May I Share This Newsletter?

About SNS

About the Publisher

Where's Mark?


 [Please open the .pdf attachment for best viewing.]




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» Huawei, Part II


Last week, we offered the first part of a detailed look at what may be the most important company in the world - not solely because of its strategic positioning in core communications markets, nor because of its amazing growth story, but rather because it is the most successful representation of what the world may expect in the future of the Chinese national business model. Study Huawei carefully if you want to understand China's future. 


This week, we conclude our first-pass look at Huawei. By this, I mean that we have chosen, for reasons of necessity and timing (largely forced by the company's own efforts), to focus on the issues and background regarding Huawei's security risk profile.  Having done this, we may then be free, in the future, to return for a closer examination of the company's financial and technical performance. 


My goal in these two pieces is to provide the definitive analysis of this company to date. Regardless of the sector of global technology or economics involved, understanding this model will almost certainly be a part of one's future success or failure. - mra.



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