Huawei’s real problem is that has monster operating challenges while it also faces the challenge of customers too indebted to buy its 5G products.

There is a huge disconnection between Huawei's customers and the company itself. This causes the information flow within the company to be poor. Which is what leads to these operating challenges.

Comparing Huawei to other companies who are within the same industry, the company again shows how it doesn't scale. This also has a lot to do with management.

Information Velocity ( DoS I + AR) = 110
Must use suppliers to bank this
Operating income 0.6 of R&D, so the company doesn’t scale
FC Management Grade from F to D

Meanwhile, as FC listeners know, the world’s common carriers, who are supposed to buy from Huawei are too indebted to do more than a small roll out and must be restructured end-to-end

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