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By Jeremy Glaser and Brian Colello, CPA | 01-14-2013 04:00 PM

Ultra-HD TV Hot at CES

Morningstar's Brian Colello sees plenty of big, sharp TVs but no iPhone killers at the Consumer Electronics Show.

Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. Brian Colello, an equity analyst at Morningstar, just got back from CES, and he is going to tell us about what he saw in the mobile phone space, TVs, and other gadgets and what it can mean for investors.

Brian, thanks for talking with me today.

Brian Colello: Thanks for having me.

Glaser: Let's start with phones. This is an area of intense focus for investors. Did you see anything that could be a viable alternative to the Android and Apple ecosystems that have really been dominating the smartphone space so far?

Colello: Sure. It's important to note that the Android and Apple ecosystem is a bit of a two-horse race right now, with Apple and Samsung. Apple does not attend the event; neither did Nokia, neither did Research in Motion. RIM will have its own launch in late January. But Samsung was there. They did not announce their new Galaxy S4. They showed off some of the Galaxy Note 2's on demo, but those are devices that have been out for a while that we understand. So, no product launches from Samsung.

But we did see the two big announcements were from Huawei and ZTE, which are Chinese manufacturers that have done quite well in emerging markets and a little bit in Europe, making cheaper Android devices. What they came out with are 5-inch and bigger screens that compare favorably at least to the Samsung Galaxy S3 and some of the Android phones that are out there. They are really compelling devices, particularly if they are going to be priced $100-$200 less than the rest of the competition--they could be interesting.

So you saw the ZTE with the Grand S phone. Again, a 5-inch screen running the latest Android; I think it has a Qualcomm processor inside. Really nice-looking phone. Huawei as well, they came out with a 6-inch--it's called the Ascend Mate--as a phablet. It's a phone/tablet. So, similar to the Galaxy Note, which is in that category. It's a little bit bigger than that.

You had some other Android launches from LG and from Sony, but again Samsung is kind of the leader in that race right now. So you saw a lot of Android, some Windows phones as well, but nothing that really stuck out as an iPhone killer, just more competition within the Android space as everybody else tries to catch up to Samsung and ups the ante.

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