Anne-Laure Tremblay, precious metals strategist at BNP Paribas, said while the Amplats news certainly has the potential topush up prices because of supply uncertainty, she offered a note of caution.
In a Tuesday research note, Mizuho Securities analyst Abhey Lamba predicted Microsoft's closer ties will push more PC makers to produce machines that run on Google's Chrome operating system and other software besides Windows.
In a research note Tuesday, Stifel Nicolaus research analysts Rebecca Arbogast and Dave Kaut said they expect Genachowski topush for greater broadband access across the country, Internet neutrality and greater competition among wireless carriers.