Why China and Brazil? Well, for one thing, they are developing markets. For another, Dell (DELL) already has partners there.

“Besides size (China Mobile has over 500 million subscribers, and Claro serves more than 42 million), we have existing telecom partnerships with them,” Dell blogger Lionel Menchaca said in a post. “Back in April, we were the first to embed China Mobile’s technology into our Mini 10 netbook. And if you’ve been watching, you know Dell has agreements with lots of other providers like Vodafone in Europe, Australia and New Zealand. We’ve partnered with AT&T and Verizon in the United States to offer mobile broadband on different products, and we have agreements with other carriers in Asia.”

Interesting. Presumably this means we’ll see the Mini rolled out in short order in these other countries as well. As you may recall, Dell was rumored to be building an Android handset for AT&T (T) in early October.

Rabid demand for the iPhone has emptied not just the company’s physical retail outlets, but its online store as well. “We continue to see extremely high levels of demand for the iPhone which means it comes in and out of stock very quickly and will be why the Web site hasn’t had any since Monday,” an O2 spokesperson told the Telegraph.

News of the shortage comes just days after O2 rivals Orange and Vodafone both announced plans to carry the iPhone later this year, bringing an end to O2’s exclusivity deal with Apple (AAPL). If Apple is unable to meet consumer demand with just a single U.K. carrier, how will it cope with three?

A reasonable question, but one for which Apple presumably has an answer. Said Forrester (FORR) analyst Mark Mulligan, “I don’t think [Apple] would expand if it couldn’t meet consumer demand, as that would lead to extreme consumer dissatisfaction–which compared to its peers, Apple is usually good at avoiding.”

“We estimate that the iPhone represents more than 100 percent of O2 UK’s growth, 6 percent of subscribers, 14 percent of service revenues and 13 percent of earnings before interest, tax, depreciation and amortization,” said Bernstein analyst Robin Bienenstock. “In the UK O2 has consistently taken contract share from competitors (in particular Vodafone) since its sole distribution of this iconic brand began.”

So what will happen now that three carriers will be peddling the device? A price war, most likely. “Research shows that in every country where there is more than one operator selling it, it is cheaper,” Steven Hartley, analyst at technology research house Ovum, told The Telegraph. “It could be very disruptive, but it depends how Orange play it. If they get really aggressive O2 will have to respond and a full-on price war could start.”

A more interesting question to ponder, though, is whether the end of iPhone exclusivity abroad means the end of exclusivity in the states as well. Apple’s (AAPL) contract with AT&T (T) is set to expire as early as next year, but that doesn’t necessarily mean it won’t be renewed–much as customers dissatisfied with the carrier’s network hope it does. By ending exclusivity with AT&T, Apple could offer the iPhone through Verizon (VZ) as well, potentially more than doubling U.S. iPhone sales in the near term. But to do that, the company might have to build another version of the device, which would remove the advantage of manufacturing and supporting a single model per year.

The brand and marketing analytics firm released its BrandZ Top 100 report (PDF) today, pronouncing Google (GOOG) the number one brand for the third consecutive year. The company’s brand equity: $100 billion, a first for the study.

While Google dominated the study’s rankings, it wasn’t the only tech company to make it into the top 100 or the top 10, for that matter. Microsoft (MSFT), IBM (IBM), Apple (AAPL), China Mobile and Vodafone (VOD) topped the list as well, ranking second, fourth, sixth, seventh and ninth respectively.

“Five of the top 10 in the BrandZ Top 100 are technology brands,” Millward Brown Optimor said in its report. “The rapid ascent of these brands and their high values reflect the strength and velocity of the technology category, which grew by 2 percent last year,” the report reads. “The rising popularity of online search advertising, which is cheaper than display, is benefiting Google which owns 73 percent market share in this area.”

Below, Millward Brown Optimor’s top tech brands (click to enlarge):

Amazing when you think about it, really. On the promise of the Pre and the company’s new WebOS operating system alone, Palm (PALM) has added more than $1.5 billion to its market cap. A quick and impressive recovery, and one that analysts say is likely to continue now that the device has had a successful launch.

In an investment note today, RBC analyst Mark Abramsky esimates that Palm has sold 150,000 Pre handsets to date and predicts it will sell 4.1 million in fiscal 2010 and 6.5 million in fiscal 2011.

Over at Credit Suisse (CS), analyst Deepak Sitaramaneven is even more optimistic. He sees Palm selling 7.7 million Pres in 2010. “The successful launch of the Pre at Sprint Nextel (S) has raised carrier interest given Palm now offers a credible alternative to Apple (AAPL),” Sitaramaneven wrote. “We believe this will drive top-line growth of 144% in calendar 2010, and our estimate is predicated on 7.7 million units in calendar 2010.”

That seems a rather…buoyant prediction for a company still grappling with Pre supply issues. That said, if Palm is able to score distribution deals with Verizon (VZ), AT&T (T), Vodafone (VOD) and others by the beginning of next year, the prediction may be within the realm of possibility. Something to think about as the company prepares to report quarterly earnings tomorrow.

“Android has fast been winning healthy support among operators, vendors and developers,” said Strategy Analytics director Neil Mawston. “A relatively low-cost licensing model, its semi-open-source structure and Google’s support for cloud services have encouraged companies such as HTC, Motorola, Samsung, T Mobile, Vodafone and others to support the Android operating system. Android is now in a good position to become a top-tier player in smartphones over the next two to three years.”

If that comes it pass, it’s bad news for Palm (PALM) whose Pre handset and WebOS will be facing off against a powerful mobile triumvirate: Apple (AAPL), Research in Motion (RIMM) and Google (GOOG).

Palm says it hasn’t yet announced a Pre distribution deal with Telefónica.

No matter–it appears as though the Spanish media have taken the liberty of doing it for the company. According to a number of Spanish news outlets, the carrier has negotiated an exclusive deal with Palm (PALM) to distribute the new handset in Spain and Latin America, and perhaps in England as well. If these reports prove true, the Pre will be sold by Telefónica’s subsidiary brands, Movistar (Spain and Latin America) and O2 (England). Quite a coup for the carrier, which presumably beat out rival Vodafone (VOD) for the privilege.

In New Zealand, where the deck chairs and sleeping bags began appearing Tuesday night outside the Auckland shop of Vodafone, the line included a customer who traveled to New Zealand from San Luis Obispo, Calif., simply to purchase the phone before it went on sale in any other country. Also in line: some folks with more nefarious purposes.

Back in the states, the sustainable-agriculture activists who dominated the queue outside Apple’s (AAPL) Fifth Avenue store earlier this week were quickly overwhelmed by less altruistic iPhone activators. No reason to break out the iPod white riot gear yet, though.

And, then there were the profiteers. For those not willing to spend the night squatting on the sidewalk outside an Apple store, the rate for a decent spot in line at many of Apple’s US retail stores was $50 or more. “I will have the rest of the family stay in line. I will have FOUR (4) extra spots so you don’t have to camp out,” read one ad on craigslist. “You give me $75 cash and you will have a spot in line.”

And, if you still happen to be waiting in line, describing exactly MacRumors has graciously posted an Apple Retail document what you have to look forward to.

Today, the company struck an extensive deal with France Telecom’s (FTE.PA) Orange wireless carrier to distribute the device in more than 10 markets in Europe, the Middle East, Africa and the Caribbean.

Orange, which became Apple’s exclusive carrier partner in France last year, will soon sell the iPhone in Austria, Belgium, the Dominican Republic, Egypt, Jordan, Poland, Portugal, Romania, Slovakia and Switzerland, as well as the company’s African markets.

Interestingly, a few of these countries already have carriers with iPhone distribution agreements. It would seem then that Apple is indeed moving away from the exclusive iPhone distribution arrangements it’s been inking, as many suggested last week when Vodafone (VOD) and Telecom Italia (TI-A) both announced plans to bring the iPhone to Italy.

In any event, Apple’s deal with Orange will expand the iPhone’s reach to about 40 countries and will effectively quadruple its total addressable market. “Currently Apple’s total addressable market includes 153 million subscribers in six countries with AT&T (T), T-Mobile Germany and Austria, O2, and Orange,” Piper Jaffray’s Gene Munster observed in a research note today. “These announcements increase those numbers to 575 million subscribers in 42 countries, including recent agreements with Vodafone, SingTel, America Movil (AMX), Swisscom and Orange. … To give some context to these numbers, Apple sold 3.7 million iPhones in 2007 into a total addressable market of 148 million subscribers (or 3% penetration). Taking the recent carrier announcements into consideration, we are modeling for Apple’s penetration rate to remain at 3% in 2008 and double to 6% in 2009.”

Fueling that trend today is a memo, purportedly leaked from inside AT&T (T), instructing employees not to schedule any vacation between June 15 and July 12 to ensure sufficient staffing for “an exciting Summer Promotional Launch.” This, of course, is being taken as proof positive that the 3G iPhone will arrive at market sometime during that timeframe. And for good reason, AT&T issued a similar mandate last year prior to the iPhone’s official debut.

Meanwhile, Vodafone (VOD) and Telecom Italia (TI-A) said today that they’d both won contracts to bring the iPhone to Italy this year, the first time Apple has allowed two mobile carriers to distribute the device in a single country.

An interesting bit of news and one that lends some validity to recent reports that Apple is stepping back from the exclusive iPhone distribution arrangements it’s been inking to spur iPhone growth abroad. “Apple’s either turned a corner that they’ve had to turn, or that they’ve chosen to,” Technology Business Research’s Ezra Gottheil said of the Vodafone and Telecom Italia deals. “I don’t know if they prefer the exclusivity, and the revenue sharing that goes along with it, or just prefer to sell iPhones and grow their share of the [handset] market.”

T-Mobile met the news with a sigh of relief and promptly stopped selling the phone for 999 euros ($1,500) without a contract. Not that they were flying off the shelves at that price, although according to T-Mobile spokesperson Klaus Czerwinski, quite a few were sold. “It was hard to understand how somebody could buy it for that price,” he told ZDNet UK. “At the beginning I thought hardly any would be sold. It was a very expensive adventure.”

Vodafone Deutschland has managed to convince a German court to issue a restraining order against Deutsche Telekom’s T-Mobile unit prohibiting it from selling the iPhone in Germany. Seems Vodafone (which began selling an iPhone competitor, the Samsung-manufactured Qbowl, this month) is none too pleased about Apple’s policy of tethering the iPhone to one carrier per country–especially if it’s Telekom.

“It is not right that our clients can only get an iPhone by signing a long-term contract with Telekom,” Vodafone Deutschland boss Friedrich Joussen told Bild Zeitung. “We want a rapid judicial clarification to know if the iPhone should be available to all or only to some.” Joussen claims he’s not seeking an all-out ban on iPhones, just a ban on iPhones that don’t work on competitors’ networks. “We want it to be available to buyers without a mandatory calling plan,” he said in a statement. “If I had wanted to halt sales, I could have, but I didn’t.”