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Mobile Lowdown 9-6-11: Apple vs. Nokia; 4G Spectrum; Telefonica; Intel

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A look at some of the big stories in mobile today:

Apple (NSDQ: AAPL) could overtake Nokia (NYSE: NOK) in smartphone shipments by the end of this year. Also, how Apple and Microsoft (NSDQ: MSFT) compare in user interfaces. (via Digitimes; ZDNet)

Meanwhile, Apple is gearing up for its first store in Hong Kong, further encroaching on turf where Nokia has been strong. (via Bloomberg)

We wrote last week about progress with Baidu‘s mobile app store ambitions. Today it’s emerging that Dell will be its key partner in Baidu’s tablet and smartphone push. (via Reuters)

» Telefonica, owner of O2 and other mobile operators, is restructuring its online business to create a new unit, Telefonica (NYSE: TEF) Digital. (via Telefonica)

» The UK government looks like it might delay its 4G spectrum auction to Q2 2012 — a problem for Three but potentially good news for its competitors. (via Guardian)

» Mobile operator Orange could be bringing Spotify competitor Deezer into the UK market by the end of this month. (via The Independent)

» Could Deutsche Telkom‘s $6 million break fee could be forfeited if the deal with AT&T (NYSE: T) stumbles on regulatory hurdles? DT says no. (via Reuters; Dow Jones/Total Telecom)

» Could Intel‘s “Ultrabook” beat Apple at its own game? (via Ars Technica)