I'm horribly busy so don't have time to write reams of analysis, but the juxtaposition of two announcements today really caught my eye:
1) Nokia announcing a Windows-based netbook (sorry, "booklet"). I wonder if they'll ship all of them with 3G modems embedded - how will that play with retailers like Carphone Warehouse that want to sell them on multiple operators' networks? Most of the MNOs don't (yet) sell data-only SIM-only packages, so will the stores have to stock multiple operator-specific "flavours" of the PC?
2) Microsoft announcing a Java app for featurephones, intended to hook into web/cloud services like Facebook and Twitter (and Windows Live mentioned quietly). Microsoft has long neglected the still-huge featurephone marketplace, so given that its smartphone business is only trickling along, this is perhaps an interesting way to get a foothold in emerging markets' mobility ahead of Google & Apple & BlackBerry.