Tellabs was a high flyer during the telecom and networking bubble of the 1990s and early 2000s. Now it is being sold for proverbial nickels and dimes to a private equity firm that is building up an optical portfolio, betting on a new boom.
Huawei is reportedly giving some serious thought to listing itself on a US or international exchange, exposing its books and ownership structure to the world. An IPO won’t silence all of Huawei’s critics, but it would help the company close equipment contracts and acquisitions.
Huawei reported 2012 half-year revenues today that make it the largest telecom infrastructure maker in the world — a title formerly belonging to Ericsson. The two, however, are neck and neck and a new contract or fluctuation in currency could see the two changing places once again.