A few weeks ago, Mark Anderson’s excellent SNS newsletter (subscription only) carried a piece titled "Small Computers vs. Big Phones – the Next War". I thoroughly enjoyed it and thought at the time that it would make excellent SquawkBox fodder.

The past few weeks have seen nVidia release sophisticated graphics processors for mobile phones, the recognition by the PC industry that the next big wave of devices will be netbook class devices, a deluge of new "smartphones" from the mobile industry, and the announcement of new cloud synchronization initiatives from Microsoft, Nokia and others. It all seems to be pointing to a spectacular convergence of technologies, coupled to an inevitable clash of the titans as vendors battle for the spoils of this convergence.

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