Telecom carrier spending has slowed and Juniper has seen its sales growth brake from 28% in 2010 to 15% so far this year.
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But the scale of the threat was highlighted earlier this week when the chairman of China Mobile - the world's largest telecom carrier - said his firm was now more concerned about the challenge posed by Microsoft's Skype and Tencent's WeChat services than it was about competition from China's rival mobile networks.
Examining the screenshots, we see that the OS lists South Korean carrier SK Telecom as a potential mobile provider.
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Meanwhile, the carrier said it's proposed Deutsche Telecom-backed merger with T-Mobile is moving along swimmingly with a definitive proposal filed yesterday.
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Semler was infuriated further when he learned that TPG and Apax bought out Q-Telecom, Greece's fourth-largest cell carrier, for 14.3 times annualized trailing earnings.
While the arrival of the iPhone on China Mobile could potentially be a huge blow to China Telecom, it is a good sign that the carrier is not banking on the popular smartphone alone to drive 3G adoption.
Tizen has pursued carrier support very strongly and its Board features several of the largest carrier groups globally, and more importantly, in several leading countries, the biggest carrier domestically, like NTT DoCoMo in Japan, SK Telecom in South Korea, Telefonica in Spain etc.
Morgan Stanley analyst Ehud Gelblum this morning cut his rating on telecom equipment provider Adtran to Equal Weight from Overweight, citing concerns about weak carrier spending.
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Acquiring an existing carrier is one possible route to accomplish that, and Anil's telecom firm is a candidate, analysts say.
With close to 670 million subscribers, China Mobile is the largest wireless carrier in the world and has almost six times as many subscribers as China Telecom.
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