Jai, If your $3M forecasted increase is only NEC, that would equal approximately 600K handsets shipped in Q1 '04. I think you'll see a larger number from NEC than that. Mr. Fok, Managing Director of Hutchison, stated on 2/16 that he had 1.3M phones already available. 1.3M handsets will generate $6.5M, or $3.5M more then your estimate.
Regards,
Bob