The following commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program, which is separate from the company's news coverage.
NEW YORK ( InvestorPlace) -- Word is that AT&T (T) is going to be back in the business of hocking high-end, exclusive smartphones again starting early next year. Kaufman Bros. analyst Ben Abramovitz said in a Friday research note that Nokia (NOK) and Microsoft's (MSFT) debut collaboration -- the Lumia 800 smartphone powered by the Windows Phone 7.5 operating system -- will arrive in the U.S. in 2012 using AT&T's network as its "window."
A follow-up report in Forbes further detailed Abramovitz's thoughts on the future of Windows phones, predicting, "We believe this poses a potential risk for Sprint (S) and its new long-term commitment to Apple (AAPL)." The thinking, then, is that Windows smartphones are going to be popular with businessmen. Windows phones will staunch the flood of iPhones and Google (GOOG) Android devices into the business market with pocket devices using an extension of popular enterprise PC technology.
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