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This whole issue of wireless operators vs. manufacturers is interesting. It seemed for a while that manufacturers would be doing better and operators would be locked into profit-eating competition - but perhaps mobile data and global roaming will change the future profit outlook. I think some sort of portfolio mix between manufacturers and operators might be a good idea - I'm not sure about the ratio. From the consolidation POV, operators are a better bet, there will probably be a string of M&A action during the next 1-2 years.

Psion looks very interesting. It's probably overlooked now, because Symbian handsets won't be on market for a couple of months. But the EPOC seems to have a huge edge over WinCE and Palm Pilot OS's for now. This might turn into a major headache for MSFT one of these days... they were years late in waking up to the mobile boom.


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