There’s a lot here, as always. Commenting just on the Open RAN piece. The rip and replace element of the Ericsson deal with AT&T is a big surprise. As you point out, Nokia rolled up Lucent so maybe there’s some Western Electric branded equipment in there somewhere.
But also wondering if Ericsson provided a better answer to RU (RRH) TCO than other Open RAN suppliers have. That’s been the sticking point so far and as you know was at the heart of what Ericsson proposed to the O-RAN Coalition. And yes, it will ostensibly be Made in America.
There’s a lot here, as always. Commenting just on the Open RAN piece. The rip and replace element of the Ericsson deal with AT&T is a big surprise. As you point out, Nokia rolled up Lucent so maybe there’s some Western Electric branded equipment in there somewhere.
But also wondering if Ericsson provided a better answer to RU (RRH) TCO than other Open RAN suppliers have. That’s been the sticking point so far and as you know was at the heart of what Ericsson proposed to the O-RAN Coalition. And yes, it will ostensibly be Made in America.
Whether that deal will be a good one for Ericsson, in the end, or for AT&T (which now has one neck to wring) is a very good question.