That's a good question. Yes, margins are low for most phones, most of the time. And cheaper modem chipsets would help with that. But if everyone had cheaper

That's a good question. Yes, margins are low for most phones, most of the time. And cheaper modem chipsets would help with that. But if everyone had cheaper chipsets... then the phones would be a little cheaper. But I don't think that would have changed the competitive landscape at that time. There was a fundamental change in phone capability and interaction that really shifted the market, and made new winners and losers.