US Vice President Joe Biden has announced $2 billion in Recovery Act grants and loans to bring broadband to communities that currently have little or no access to the technology – good news for Canadian telecom infrastructure exporters like Tranzeo Wireless Technologies Inc.

Bell Mobility has to pull down all advertising claiming that it is “the most reliable network” after a challenge from Rogers Communications Inc., and start-up DAVE Wireless lands $75 million in institutional investment, led by National Bank and GMP Securities, only two months after raising $125 million through ING Bank N.V.

Key themes in the Morgan Stanley report: the mobile internet cycle is just starting; mobile surpassing the desktop; Apple Corp leads in innovation; social networking is a game changer; Japan may be the future; data growth will force equipment/carrier transitions; emerging markets are for real; and regulation can be a good thing.

Rumours have surfaced that Ottawa-headquartered Bridgewater Systems could be a takeover target. But are Nokia Siemens Networks and Cisco Systems really the most likely candidates to purchase the Canadian “mobile personalization” company?