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Wedge Partners analyst Brian Blairtoday writes that he's incrementally more positive on Nokia( NOK) heading towards the company's analyst day in London this Friday, based on conversations he's had recently with various industry sources.

While Blair won't disclose the exact details of those conversations, he said what he discussed led him to believe that there's a chance Nokia will not only move to using Microsoft's ( MSFT) Windows Phone 7operating system, but may also have already invested some development effort in Microsoft's platform.