Letter From the Editor Bhawani Shankar - 13 December 2001 In November 2001, we wrote about the fate of eight leading telecommunications equipment vendors during the economic slowdown. In this issue, we take a step back and examine the entire telecommunications industry — from infrastructure to enterprise systems to mobile and fixed services. Given the considerable resources that have gone into the research for, and related to, this Spotlight issue, the results should be an eye-opener. For a start, we challenge the widespread opinion that the telecommunications market is in dramatic decline. In fact, our research shows that some sections of the market are not only growing but are forecast to grow through 2005. The overall picture of the telecommunications market that emerges is one that acknowledges the excesses — both in spending and demand — that the investment boom of 1998 to 2000 generated.  Read more

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	Overview Telecom Markets and the Recession: An Imperfect Storm 27 November 2001 Dean Eyers In difficult economic conditions, the global market for telecommunications services continues to grow, while the outlook for the equipment sector is mixed -- some sectors will remain depressed through 2003.

Mobile Markets Cool From White-Hot to Just Hot 29 November 2001 Michael King   Paul Dittner   Bryan Prohm   Tole Hart   Ben Wood   Sauk-Hun Song Having blazed a trail of blistering growth in the past five years, the mobile telecommunications industry is discovering what it's like to plan for stunted growth.		Enterprises Will Need More Bandwidth and New Systems 30 November 2001 Jeffrey Snyder The current slowdown has become increasingly painful for vendors of telecommunications products and services. However, the events of 11 September have not had the effect that some may have expected.
Steady Demand Will Sustain Global Telecommunications Services Market 29 November 2001 Wm. L. Hahn   John Lilley The global market for telephony and data services, including packet voice offerings, was US$616 billion in 2000, forecast to grow to over US$664 billion in 2001 — a year-over-year growth of 7.8 percent.		Service Providers Will Continue Cutting Capital Expenditure 11 December 2001 Tim Smith Service providers are more proactive in adjusting their capital spending. Equipment suppliers should expect a period of quiet reassessment before spending grows again.