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ST-Ericsson says it is collaborating with seven of the top nine handset makers on devices and expects accelerated sales of new products in the second half of the year.
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This is the same pattern which unfolded at Nokia, Motorola and Sony-Ericsson, he says.
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"Phone.com is going against some well-capitalized and profitable entities -- Nokia (NOK) and Ericsson, " says Jupiter's McAteer.
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Kisner says other potential bidders include Ericsson, Huawei, CommScope and financial buyers.
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"We're trying to learn from i-mode, " says Tord Wingren, director of Ericsson's 3G phones unit.
CNN: ASIANOW - TIME Asia | Phone Wars: Episode 3G
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"A mobile phone is something you press against your cheek, but a 3G device is something you will hold in front of you, " says Ulf Lesley, marketing director at Ericsson's 3G division.
CNN: ASIANOW - TIME Asia | Phone Wars: Episode 3G
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Christy says that he doesn't think that LM Ericsson's current valuation fully values the long-term opportunity.
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Weinberger, who used to head Siemens' wireless semiconductor group, says his old employer, along with Nokia, Ericsson and others, can instead simply buy Sandbridge chips and advertise "every mode" phones.
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"This was Ericsson's first attempt to be 'cool, '" says Larsson, dismissively.
CNN: ASIANOW - TIME Asia | Phone Wars: Episode 3G
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During the same period, phone sales from LG Electronics and Sony Ericsson probably declined while industry leader Nokia likely held steady or gained slightly, says McKechnie.
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He says four of the five largest handset makers will make Android phones--a hint that Sony Ericsson has signed on or soon will.
FORBES: In The Air