Inspite what Cisco's CEO says, on him not being focus on what his competition does, John Chambers sees "China Inc." as the closest rival to his company model. The San Jose company seems not to worry about the new Alcatel/Lucent company, at least not in the near future, and even less about Nortel, Nokia/Siemens or Ericsson. Chambers is not loosing much sleep on China-based Huawei anymore.

"Huawei was probably a topic we would have spent a fair amount of time 2 to 3 years ago. You haven't heard much at this session. They have strengths. I like their leadership team [...] gets really good engineers which I love to steal but they have focus more on 3G and 4G. And while we still see them around the world, we actually do remarkably well on emerging countries which used to be their strength", said John Chambers.