Business 2.0: Three years ago companies like Ericsson, Lucent Technologies, and Nortel Networks were stock market pariahs. Yet in 2004 they staged remarkable turnarounds. Cellular-phone companies were upgrading their networks to meet the demand from millions of new customers, so they needed to buy lots of wireless equipment like base stations, back-office gear, and switches. Those happy days might soon become a distant memory because of the rapid consolidation of wireless carriers. Continue reading at Business 2.0 site.