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To: Ruffian who wrote (42223)	9/22/1999 9:41:00 PM
From: Keith Feral	Respond to of 152472

I think that the characteristics point to MOT. I think that the increased market share for MOT would be essential. Further, I think that the sale to MOT may eliminate some of the price pressure for the handset industry as a whole. What would be the point of bringing in smaller, outside players that would compete only on the basis of price? However, if someone like MOT steps up to the plate, the resources will be concentrated in the hands of fewer players. I believe this concentration would eliminate further erosion of handset ASP's. If the handset division gets placed with MOT, it would create an even distribution of competitive advantages for each of the major telecomm equipment co's. ERICY and NT will dominate infrastructure, QCOM will dominate ASICs (and royalties), and MOT and NOK will dominate handsets. I see everyone winning out in this scenario.