16 Years Providing Weekly Foresight
The most accurate predictive letter in computing and telecommunications,
[Please open the .pdf attachment for best viewing.]
Register now for the SNS Future in Review Conference. Now in its 10th year, FiRe will again be held at the beautiful Montage Laguna Beach Hotel, May 22-25:
The SNS Favorite Book Selection of the Week: Inside Cyber Warfare, by Jeffrey Carr; published by O'Reilly
See "Upcoming SNS Events" below for details on all SNS programs and registrations.
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.