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To: chic_hearne who wrote (56227)	1/10/2001 1:16:19 PM
From: marginmike	Read Replies (1) \| Respond to of 436258

The problem with NOK is that they will either lose Marketshare or profitmargin because of ASIAN manufacturer's. NOK had virtually no competition for Two years in TDMA/GSM. They now have a revived MOT/ERICY and on onslught of Chinese/Korean/and Japanese. In my opinion its only a matter of time before Samsung and KYO overthrow NOK. Besides Nok margins on CDMA phones are very bad compared to TDMA/GSM because they must buy chips from 3rd party(telson). As CDMA market grows as a % of pie they lose the economy of scale that gives them Margin and pricing advantages. However MOT will suffer the most along with Ericy(if they keep handset biz).