2002: The Market in Transition
Earl J. Lum
CIBC World Markets, One Post Street Suite 3550 San Francisco, CA 94104
Email: earl.lum@us.cibc.com ; Phone: 415-399-5747; Fax: 415-399-5770
Abstract
The year 2001 saw one of the most
significant downturns in the history of the wireless market. After exiting a
booming Q4 2000, the wireless industry began to see the ugly face of economic
downturn coupled with excess inventory and capacity. As the market enters into
2002, it will face a different landscape with limited visibility amid a
continuing economic downturn. What are the trends and challenges facing
suppliers into the Wireless Food Chain?