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I don't really think anyone needs to panic about RIM. They have something like 400 million already put aside for NTP when they are all done with the legal rangling. Plus, if they need more I don't think they'll have a hard time getting it.
Still, I agree that this is a good time for MS to shine. It's too bad the OEMs are not going to be ready for a few more months with the WM5 update to allow real push.
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