Telecom

Tech Rumor of the Day: Verizon Netbooks

Stock quotes in this article:VZ 

Other PC makers are expected to get on board the netbook bandwagon. Both Dell (DELL) and Hewlett-Packard (HPQ) have been mentioned as potential netbook partners with Verizon and AT&T. There's no reason the think Apple (AAPL) will forego the netbook telco opportunity given the success it had with AT&T and the iPhone.

Investors will be keen to note that Qualcomm(QCOM) has emerged as once of the leading suppliers of the internal 3G modems in laptops, effectively replacing the clunky plug in antenna configuration.

It's doubtful that the 3G netbook will help telcos rope in millions of new customers they haven't already rounded up with phone plans, but there are a some markets that could catch on, says Nielsen's Entner.

"This will be a big hit for the back-to-school crowd," says Entner. "You have to buy a computer, and here's one for $100."

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