Finding 'M-Commerce' Plays

If, as I said here yesterday, "m-commerce," or e-commerce transactions over mobile devices, especially the new, third-generation smart phones coming soon, is going to be big -- very big, as William Shatner says in his priceline.com (PCLN Quote) TV commercials -- how can you make money on the phenomenon?

First, look around now for companies already positioned well to profit from this shift and growth. I see at least three.

Nokia (NOK Quote) is my favorite hardware bet; it edged past Motorola (MOT Quote) a year ago to take over the top slot in mobile-handset market share, worldwide, and is now pushing toward a 30% share. Nokia understands the m-commerce opportunity very well, and is devoting an enormous percentage of its R&D dollars to advancing m-commerce tools and the readiness of its handsets for m-commerce transactions. ...