All three see serious revenues from North American sales, so if Nokia's experience holds across the board then all will feel a-hurtin'. That may not be the case, however.
All eyes will be on the Apple iPhone, for starters. Apple launched the phone in the U.S. in June 2007 with AT&T Inc. (NYSE: T), and it's still a major sales playground for the iconic smartphone. We won't know for sure until Ma Bell sings what the deal is with the iPhone in the last month or so. We do know, however, that analysts suggest that both Apple and RIM have been cleaning Nokia's clock in the U.S. with high-end sales.
Motorola will be the interesting case, as the company's mobile unit is already struggling and the Chicagoland mainstay hasn't really had a major hit device since the RAZR.
One other thing to consider is that this might purely be Nokia's issue: The company hasn't had a CDMA device years, which effectively cuts it off from half the stateside market.
— Dan Jones, Site Editor, Unstrung