The biggest positive was handset margins, which came in at 4 percent, up from 1.5 percent last quarter and our 3 percent forecast. Given fairly weak orders -- down 1 percent from last year -- and our own supply-chain checks, we suspect Motorola will reduce its 2000 unit shipment plan.

Essentially Phone.com is like the Netscape of the Internet.

Some people probably were looking for a little more upside on the quarter, and the fact that they're guiding for a potential downturn in the chipset business I think has some people a little bit concerned.

It's clearly that now is the time (to regroup) given that things are so bad. Now is the time to go about reorganizing in a way Galvin thinks is best.

September will be challenging for handset makers. We are generally cautious on the group.

The 'warring tribes' mentality isn't working for them.