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




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?


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