NEW YORK ( TheStreet) -- A pair of new reports shows strong demand for smartphones and a heated five-way race among mobile phone software shops.
Nielsen's survey of U.S. phone owners, released Tuesday, showed that nearly 30% of wireless customers have purchased smartphones.
Thanks to strong sales of Apple's (AAPL - Get Report) iPhone and Google (GOOG - Get Report) Android phones worldwide, third-quarter smartphone sales rose 9% over second-quarter levels, according to a Morgan Stanley tally also released Tuesday.
With Apple and Android on the rise and smartphone leaders Nokia (NOK - Get Report) and Research In Motion (RIMM) fading, Morgan Stanley predicts big changes to the industry market share pie with Microsoft's (MSFT - Get Report) Windows Phone 7 entering the arena.
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