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To: Mike Buckley who wrote (52923)	11/7/2002 10:04:46 AM
From: chaz	Respond to of 54805

Mike... You and Eric are dead on. No matter where you are in the food chain, your customer's operating profits from ongoing sales are what make your own ongoing sales possible. But there's a problem that most sales guys are well aware of. Companies A, B & C are all in the same business, selling similar products or services to 500 customers. Customer 501 listens to each and determines to go with the "market leader"...not knowing that the market leader has been "buying" the business with bogus or marginal sales to the least credit worthy of the 500, and or quiet discounts. Eventually, this will catch up with the weak seller, but until that happens, a whole lot of product adopting can occur. Chaz

To: Mike Buckley who wrote (52923)	11/7/2002 2:17:35 PM
From: Clarksterh	Respond to of 54805

Comparing box makers to carriers and infrastructure providers, especially in light of the immense amount of debt that has to be serviced by the carriers Very similar to my point. Eric was, to some degree, comparing the GSM handset makers to the CDMA infrastructure suppliers (leaving out the big CDMA handset makers). Thus the difference in the margins is probably more a function of the type of business than the technology. Infrastructure sucks as a business right now. Clark