Industry Analysis - Equipment Suppliers in 2001 (Archived)

Synopsis

This report presents a summary and analysis of the market for IT&T equipment suppliers around the world as it stood one year after the industry collapse which began in 2000. It reviews the events of the dot.com crash and critically evaluates the behaviour of industry participants and the flow-on effects of market valuations. These flow-on effects are noted at the market level, including the impact on competition and product development, and also at the company level where staff and executive salaries are high profile. Several of the major equipment supply companies are also included here, spanning the telephony, data infrastructure, mobile and IT industries.

Table of Contents

• 1. Synopsis
• 2. Background to the 2001 crash
• 3. Corrective actions
• 4. Company experiences worldwide
  • 4.1 Introduction
  • 4.2 3Com
  • 4.3 ADC Telecommunications Inc
  • 4.4 Alcatel
  • 4.5 Cisco Systems
  • 4.6 Ericsson
  • 4.7 Fujitsu Limited
  • 4.8 Jtec Australia (since renamed Panaseer)
  • 4.9 Lucent
    • 4.9.1 Actions by Agere
    • 4.9.2 Actions by Avaya
  • 4.10 Marconi plc
  • 4.11 Motorola
  • 4.12 NEC
  • 4.13 Nokia
  • 4.14 Nortel Networks
  • 4.15 Philips Electronics
  • 4.16 Qualcomm
  • 4.17 Siemens
  • Table 1 – Share price indicators – 1999 - 2001
  • Table 2 – Quarterly results – 2000–2001
  • Table 3 – Results by quarter – 2000–2001
  • Table 4 – Quarterly profitability – 2000-2001
  • Table 5 – Performance by quarter – 2000–2001
  • Table 6 – Quarterly results – 2000–2001
  • Table 7 – Results by quarter – 2000–2001