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To: David E. Taylor who wrote (116829)	4/18/2002 10:55:20 AM
From: Dexter Lives On	Read Replies (1) \| Respond to of 152472

So David, the GSM cabal -g flooding the market with extra inventory is bullish for CDMA sales? Interesting... Rob

To: David E. Taylor who wrote (116829)	4/18/2002 12:47:22 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 152472

David, i don't know about rob v, but my phone came from AWS. i am pretty sure i could get a phone for the same price from any carrier. and yes, it could be the carriers that are desperate, but in my case, i paid the carrier $100 and have a $50 rebate, which i assume is being paid by the equipment maker. so they both seem desperate to me -g-. i must say, each year NOK and the rest of the gang come out with these bullish forecasts for the following year, then they progressively ratchet down. just think, 2 yrs ago NOK was calling for up to 600MM handsets, and now they are down at 400MM. but at least NOK is able to maintain decent margins in this environment. i find it amazing in the no- to slow-growth environment that any company can trade at over 5 times sales.