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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 178.35-2.1%1:00 PM EST

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To: Dennis Roth who wrote (8079)3/3/2001 7:57:07 AM
From: Dennis Roth  Read Replies (1) of 196906
 
Ericsson biggest telecom vendor in 2000 - Dataquest
telecomasia.net

Sweden's Ericsson came top in 2000 in an
annual ranking of the top eight
telecommunications equipment
manufacturers by Dataquest, a unit of
Gartner.

After four years as number two, Ericsson
knocked troubled US giant Lucent from the
top spot as a result of its strengths in mobile
during a year of major 3G investments,
Dataquest said.

Nortel moved up one position to number two.
Gartner Dataquest analysts said Nortel had a
great balance of leading edge technology
skills and executed well in the high-growth
optical market.

Coming in third place was Nokia, who had
strong growth based in its mobile terminal
business in 2000.

A major reason for Lucent's slide from the to
the No. 4 spot was the Avaya spinoff,
although it still had a difficult year, according
to the study.

Fifth place occupant Cisco had the strongest
growth among the top eight vendors, but
Gartner Dataquest analysts warn that growth
for the company will not continue at the
same rate in its core businesses. "The
company will need to modify its strategy if it
is to continue its strong growth rates," the
report said.

Siemens slipped from the No. 5 spot to No. 6,
a result of a major restructuring intended to
sharpen its focus on its operator and mobile
businesses, the analysts said.

According to the report, seventh-placed
Motorola benefited from its mobile legacy in
2000, but is losing share in key competitive
markets. It has positions in cable
infrastructure and low-end data products, but
it will be difficult to see its breakout strategy
as the mobile segment softens.

"Whether there is an actual recession or not,
there will be a paring back in 2001," said
Dean Eyers, group vice president for Gartner
Dataquest's worldwide telecommunications
and networking group. "We expect slowing
demand for services; reduced and delayed
investments in networks and applications;
patching rather than overhauling or
replacement of enterprise networks; and the
disappearance of some customers."
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How the mighty have fallen - Lucent and Batwing. - DPR
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