In a note to clients, Lehman Brothers analysts commented on the positive tone that came out of the CTIA wireless industry trade show this week. On the handset side, Lehman believes demand trends remain robust worldwide, with Nokia and Motorola extending their market-share leadership. In the infrastructure market, vendors appear to be seeing growth with a focus on IMS development as well as HSDPA upgrades and EV-DO Rev A rollouts. When it comes to applications, mobile TV appears to be seeing significant interest with gaming and music also seeing growing traction. Mobile email is also a prime area of focus with Motorola's Q Phone and the Nokia E series, and Comverse appears to be seeing strong demand trends in messaging and billing.
To read more about Lehman Brothers' assessment of CTIA:
- check out this blog from The Wireless Stock Blog