Looks like Tele-IP may have secured a major partner in Huawei in progressing their IP and VoIP track in the market place….securing a competitive advantage in the market place.
It’s well known that Cisco reseller margins are very small- often in the single digits, and feedback indicates that Huawei reseller margins are 2-3 times that.....all bodes well for profit to Tele-IP
All over the world Huawei has been knocking off Cisco- and various analyst reports expect that Huawei will be as big as cisco in 5 years…that’s a mighty big growth rate and some mighty big opoportunites for resellers on board early.
I can guess that means some decent margins for Tele-IP and competitive advantage in securing deals to progress- looks like with MBS they got one of those cisco deals.
I’d expect more to come so will watch closely and especially the $ value of these deals as I'm sure they must be at least in the 100k's each one.
I’m starting to think that maybe these deals are just the start of “a large number of contact opportunities with substantial revenue and gross profit margin potential” that was discussed in the qtrly announcement on 28th October…. Could be some very strong share price appreciation over the next few months if these continue.
there'sa couple of articles floating around of late:
Earlier this year Huawei beat lucent and Marconi for Optus DSL rollout…
http://www.voiceanddata.com.au/vd/pop_ups/pop_print.asp?id=7066
Optus selects Huawei as DSL partner
24 February, 2005, Chinese vendor Huawei Technologies has won its first major contract in Australia, as a key equipment vendor for Optus…….
And they also won the part of a multi biliion dollar contract in UK for BT’s IP enabled network form Marconi.
http://news.zdnet.co.uk/communications/networks/0,39020345,39196618,00.htm
Fujitsu and Huawei will supply the technology to link BT's existing voice and data networks with the new IP-based infrastructure.
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