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Re: CIEN earnngs
Very nice earnings, congrats.
Softbank announced today that it will stop buying Huaweii
equipment, it will replace 4G equipment and not include it in 5G
networks. Stated they did not have too much of it, but that it
would be time consuming and expensive to do. The tide seems
to be gathering momentum. BT did so a few days back. Not sue if NTT
Docomo uses Huaweii, but given how much it has penetrated Telecoms
around the Globe, I would not be surprised if it does and announces
similar news.
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