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<p>[QUOTE=&quot;Cloudsweeper99, post: 1282969, member: 3011&quot;]Let me give you an example of what I mean.&nbsp; Verizon choose two companies to be its LTE base station provider - Ericsson and Alcatel-Lucent.&nbsp; It doesn&#039;t mean they won&#039;t buy components from anyone else, but without landing the big contracts like that, companies in the industry won&#039;t survive.&nbsp; In South America, Huiwei is cleaning up because they are the low cost provider and that is important to buyers in that region.&nbsp; So Nortel is no longer with us because they were neither the best nor the lowest cost, and I suspect that over the next few years the field will shrink, not expand.&nbsp; So I don&#039;t disagree with your comments, but there are and will continue to be a small number of winners in the industry.[/QUOTE]</p><p><br /></p>

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