Letter From the Editor Bhawani Shankar - 5 November 2001 The plight of the leading telecommunication equipment vendors during the current economic slowdown has been foremost in the minds of those in the telecommunication industry throughout most of 2001. Radical strategic turnarounds, market warnings and tens of thousands of job losses have all contributed to a grim outlook for much of the telecommunication industry, while some regions continue to offer opportunities for vendors. In April 2001, we undertook a preliminary review of an industry entering a recession and recommended a series of measures for both the buyers and sellers of telecommunication equipment. This month, we take a detailed look at eight leading telecommunication equipment vendors that account for the bulk of capital contracts worldwide. It is here that the industry is hurting most and that market attention is focused.  Read more

Bhawani Shankar

	Overview Shake-Up Looms for Eight Leading Telecom Vendors Bhawani Shankar - 5 November 2001 Vendors of telecommunication equipment are in transition. The result of this change will be a landscape in which established vendors may survive but will look and behave differently.

Alcatel: High Hopes, Steep Challenges Bertrand Bidaud, Dean Eyers and Steve Cramoysan - 22 October 2001 Alcatel was on a powerful comeback trail when the economic downturn hit the streets. Its future depends on geographic positioning, outsourced manufacturing and carrying on the transformation begun in 1998.		Ericsson: If You Cannot Beat Them, Outlast Them Eric Paulak - 25 October 2001 Ericsson was in a leading position in 2000 — it supplied more than 50 percent of mobile infrastructure orders. As it struggles with a troubled market, Ericsson's future may be brighter than it realizes.
Nortel Networks: A Giant Stirred John Mazur - 18 October 2001 Nortel must recover from massive financial losses and unprecedented head count reductions while positioning a trimmed-down portfolio of products. Will new CEO Frank Dunn steer the company out of trouble?		Lucent: From Shining Star to Flickering Candle ... and Back Again? Tim Smith - 30 October 2001 As the competitive picture dimmed and growth slowed, problems at Lucent became apparent, but careful attention to execution and optimal utilization of key resources could allow a return to prominence.
Motorola: "We Plan on Winning From Now On . . ." Bryan Prohm, Bhawani Shankar, Ben Wood and Jason Chapman - 22 October 2001 Winning is the new goal for Motorola, announced recently by COO Bob Growney. He also wants the company to be as financially successful as it is technically successful. Realizing this goal won't be easy.		Siemens: Waiting for Prince Charming? Bettina Tratz-Ryan and Deborah Kish - 26 October 2001 Siemens I and C was the last telecommunications vendor to report being hit by the economic downturn. The company must focus on broadband access, IP convergence and next-generation wireless to survive.
Cisco Systems: Can Enterprise Beget Service Provider? Mark Fabbi - 25 October 2001 Astute acquisitions and outstanding marketing, service and support have led Cisco to dominate enterprise data and Internet core routing. Success in broad service provider markets will prove more elusive.		Nokia: From Tires to Telecoms Jason Chapman and Delia MacMillan - 24 October 2001 Nokia dominates the mobile-terminal market, but has yet to do the same in mobile network infrastructure. Nokia's financial health and recent wins in Asia could begin to tip the balance in its favor.