Citing growth rates of the respective services, telecom consulting firm Ovum is predicting that mobile instant messaging will replace SMS as the de facto text messaging solution some time in the next five years. This has operators scrambling, and analysts pontificating, on how the outrageous profits made from SMS will be replaced. One of the compelling features of SMS for operators is a lack of status — there’s no way to know whether a user is able to immediately receive your text, but your carrier will be happy to take your coin regardless. From the user’s perspective, SMS is an inherent, universal feature of every mobile phone sold today, which gives us a level of integration that mobile IM won’t likely see any time soon. With IM, on the other hand, user status is a common feature, and you might be less likely to send a message to someone who can’t receive it. Carriers are slowly making moves to embrace IM, but it’s unclear how, or even if, they’ll be able to fully recoup lost SMS income in the long run when it’s being overrun by a universal, virtually free, data-based system.

[Via textually.org]

So instead of revealing that upgraded version of the 770 Internet Tablet as we expected them to today, Nokia flipped the script on us and announced that the Google Talk and keyboard features we had been anticipating will actually be coming in the form of a software upgrade. The good news is that these new features — part of the company’s so-called Internet Tablet 2006 OS — will be available to current 770 owners through a simple update, although those folks who were expecting a hardware QWERTY option (and not just an on-screen “thumb board”) are certainly going to be disappointed. On the plus side, the new OS will support SIP-based VoIP solutions, with Nokia specifically mentioning that a version of the Gizmo Project client is forthcoming. IT2006 will become the default operating system on 770 units, and will be available as a free download to existing 770 users, beginning sometime this quarter.

We’ve known since February that Nokia was working on a QWERTY-sportin’ followup to the 770 Internet tablet, and now the Wall Street Journal has confirmed that the included VoIP app will indeed be, as we anticipated, Google Talk. Unfortunately this means that the device will still be unable to call regular phone numbers out of the box, although G Talk members will at least be able to chat among themselves for free. The WSJ is also reporting (only to its subscribers, not to us) that sources close to Nokia have said that the new device will be officially unveiled on Tuesday, and sell for around $390 when it hits stores.