September 29 Roundup

Analysts in the news for September 29:

• Kanishka Agarwal at Telephia about Mobile TV Primetime is During the Afternoon and Early Evening Commute
• Guy Zibi at Pyramid Research about Subscriber Acquisition Costs are Ten to Twenty Times Lower in Developed Markets
• Marina Amoroso at Yankee Group via Advertising Age about Mobile ESPN Shuts Down After Less Than a Year
• Roger Entner at Ovum via Unstrung about BT & T-Mobile: No Convergence
• Ken Hyers at ABI Research via Wireless Week about Mobile ESPN Ends Wireless Game
• Research In Motion (RIMM) 2Q07 (Qtr End 9/02/06) Earnings Call Transcript at SeekingAlpha
• James Friedland at Cowen & Co and Philip Marshall at Yankee Group via BusinessWeek about Skype's Mobility Problem
• Julie Ask at JupiterResearch about ESPN Mobile - Back to Media
• Sharon Armbrust at JupiterResearch about Winners In AWS Auction Buy Breakthroughs And Breathing Time
• Merrill Lynch analyst Jessica Reif Cohen and John Strand at Strand Consult via the Los Angeles Times about ESPN to Drop Cellphone Service
• Michael King at Gartner via the San Diego Union-tribune about Nokia (NOK) - Intel (INTC) pact sends wireless firms' shares down
• Richard Windsor at Nomura Securities and Gartner analyst Carolina Milanesi via EETimes.com about Winners and losers emerge from BenQ Mobile's bankruptcy

September 28 Roundup

Analysts in the news on September 28:

• IDC analyst Sean Ryan and Yankee Group analyst John Jackson via NewsFactor Network about Nokia (NOK) Debuts New Batch of Music Phones
• Sean Ryan at IDC about BlackBerry (RIMM) Surrounded By Competitive Forces in the Enterprise Market: IDC Forecasts a Battle with Two Fronts
• Michael Gartenberg at JupiterResearch about Zune (MSFT) Pricing - First Take
• Jack Gold at J. Gold Associates and Avi Greengart at Current Analysis via SearchMobileComputing.com about BlackBerry Pearl and other slick devices bring new challenges
• Rob Enderle at the Enderle Group via Dallas Morning News about Who's calling? It's at your wrist

September 27 Roundup

Analysts in the news for September 27:

• Thomas Husson at JupiterResearch about Nokia's (NOK) Multimedia Computers
• Charlie Wolf at Needham & Co., Jonathan Hoopes at Think Equity Partners and Brian Modoff at Deutsche Bank Securities via The Globe and Mail about Palm (PALM) struggling to retain its grip
• Ellen Daley at Forrester Research and Rob Enderle at the Enderle Group via Unstrung about Next Up in the M&A Parade
• John Jackson at Yankee Group via TechNewsWorld about Nokia Debuts New Line of Multimedia Computers
• Nick Agostino at Research Capital, Richard Windsor at Nomura International, Paul Howbold at Desjardins Securities and Peter Misek at Canaccord Adams via Reuters.ca about RIM (RIMM) observers seek word of Pearl sales in earnings
• Nomura analyst Richard Windsor at the Wall Street Journal about Vodafone (VOD) to Unveil Self-Branded Mobile Phone
• Dean Bubley at Disruptive Analysis about Cross-platform software, FMC and Adobe
• Dean Bubley at Disruptive Analysis about Integrating IMS and non-IMS applications
• Sharon Armbrust at JupiterResearch about Cingular Gets Another Bite of the Apple (AAPL)
• Alan Goode at Juniper Research about Mobile Security Products to Be Incorporated in Almost 250 Million Handsets by 2011, Driven by Mobile Data Use and Privacy Legislation
• Ken Hyers at ABI Research about GPS-Enabled Location-Based Services (LBS) Subscribers Will Total 315 Million in Five Years

September 26 Roundup

Analysts in the news for September 26:

• Hampus Jakobsson at VisionMobile about User interfaces and soft walled gardens of tomorrow
• Charter Equity Research analyst Ed Snyder and Yankee Group analyst John Jackson via Reuters.com about Nokia (NOK) needs device revamp to regain U.S. ground
• Carolina Milanesi at Gartner via the International Herald Tribune about Cellphones' second lives are varied and useful
• Carmi Levy at Info-Tech Research Group and Kanae Maita and Todd Kort at Gartner via Unstrung about Land of the Rising Smartphone
• Ovum analyst John Delaney via ZDNet UK News about Firms get Orange convergence next year
• NPD Group analyst Neil Strother via InformationWeek about 3jam Launches Group Text Messaging
• Thomas Husson at JupiterResearch via BBC NEWS about Mobile web shake-up gets started
• Phil Kendall and David Kerr at Strategy Analytics about Western European Cellular Margins Continue Decline
• Rachel Lashford at Canalys via Computing about 'Pointless' .mobi landrush launched

September 25 Roundup

Analysts in the news on September 25:

• Dean Bubley at Disruptive Analysis via Techworld.com about UMA in femtocells - last gasp or final frontier?
• Ovum analyst Roger Entner via Unstrung about Sprint (S) Pushes Dualmode Talk Buttons
• Todd Kort at Gartner via Investor's Business Daily about Cell Phones Get Sharper And Quicker
• Dean Bubley at Disruptive Analysis about Assumptions around the availability of 3G
• Richard Doherty at the Envisioneering Group and NPD Group's Neil Strother via CNET News.com about Streaming music for smart phones
• Michael Gartenberg at JupiterResearch and Gene Munster at Piper Jaffray via the San Jose Mercury News about The Swiss Army cell phone
• Charles Golvin at Forrester Research and Rob Enderle at the Enderle Group via the Associated Press about Mercora to Debut Mobile Music Service

Weekend Roundup

Analysts in the news for the weekend of September 23-24:

• Dean Bubley at Disruptive Analysis about SIP-capable mobiles - minimising fragmentation
• Pritpal Warner at Ovum about Ofcom proposal a significant threat to mobile operators' termination revenues
• Dean Bubley at Disruptive Analysis, William Clarke at Gartner and Stan Schatt at ABI Research via Silicon.com about Motorola (MOT) gets serious about the enterprise

September 22 Roundup

Analysts in the news for September 22:

• Carrie Pawsey at Ovum The first UK quad player will be an MVNO
• Ted Schadler at Forrester Research about Auction 66 Brings Small Change To The Wireless Competitive Landscape
• Derek Medlin at Pyramid Research about Global Mobile Revenues Exceed US$667bn
• Nitesh Patel at Strategy Analytics via TechNewsWorld about Nokia (NOK) Phones to Include Microsoft's (MSFT) Live Search
• Yankee Group analyst Linda Barrabee via TechWeb about Nokia Adds Microsoft Live Search
• Ken Hyers at ABI Research about Over Four Million North Americans Will Subscribe to Mobile Broadcast Services in 2007
• Satya Chillara at Pacific Growth, Joe Osha at Merrill Lynch, Brian Modoff at Deutsche Bank, Mark Edelstone at Morgan Stanley, Jeff Loff at Credit Suisse and Craig Berger at Wedbush Morgan via Barron's Online Tech Trader Daily about Assessing The Silicon Labs (SLAB) Warning; Most Don’t See Bad Omen For Cell Phone Suppliers
• Palm (PALM) F1Q07 (Qtr End 9/1/06) Earnings Call Transcript at SeekingAlpha
• Carmi Levy at Info-Tech Research Group via Unstrung about Palm: Struggles Ahead

September 21 Roundup

Analysts in the news for September 21:

• Nitesh Patel at Strategy Analytics via TechNewsWorld about Mobile Devices: Sony Ericsson to Launch M-Buzz Music Service
• Ellen Daley at Forrester Research and Ken Dulaney at Gartner via Unstrung about Moto's (MOT) Symbolic Convergence
• Michael Gartenberg at JupiterResearch, Neil Strother at NPD Group, Bill Hughes at In-Stat and Kathleen Maher at Jon Peddie Research via CNNMoney about Smartphone makers battle for the consumer
• Mike Goodman at the Yankee Group via InternetNews.com about Cingular to Sponsor YouTube Battle
• Jonathan Hoopes at ThinkEquity via Barron's Online Tech Trader Daily Palm (PALM): Increasing Chance Company Will Be Bought
• Andreas Constantinou at VisionMobile about Customised Design Manufacturers are Here
• Chris Ambrosio at Strategy Analytics via CNNMoney about Is Nokia's (NOK) E62 smart enough?
• Thomas Husson at JupiterResearch via Media Bulletin about 3G content at tipping point
• Marcia Kaplan at visiongain intelligence about 2007 will see the emergence of a compelling case for operator deployments of Mobile Device Management

September 20 Roundup

Analysts in the news for September 20:

• Dean Bubley at Disruptive Analysis about de facto standards in mobile?
• Carmi Levy at Info-Tech Research Group and Todd Kort at Gartner via Unstrung about Motorola's (MOT) Vertical Leap
• Dean Bubley at Disruptive Analysis about Bitterness in terminology = Obvious losers
• Needham’s Charlie Wolf via Barron's Online Tech Trader Daily about Research in Motion (RIMM): Needham Upgrades To Buy; Sees Strong Growth; Pearl Doing Well
• Dean Bubley at Disruptive Analysis about How many identities do you have?
• Tom Watts at Cowen & Co, Dan Benjamin at ABI Research and Roger Kay at Endpoint Technologies Associates via BusinessWeek about Sirius' (SIRI) Sharp Stiletto
• Bill Choi at Jefferies, Tal Liani at Merrill Lynch, James Faucette at Pacific Crest and Inder Singh at Prudential via Barron's Online Tech Trader Daily about Analysts (Most of Them) Give Thumbs Up To Motorola’s Deal For Symbol
• iSuppli analyst Chris Crotty via BusinessWeek about a teardown of Apple's (AAPL) New nanos
• Mark Mulligan at JupiterResearchabout Straightening the Record on MP3 usage
• Jack Gold at J.Gold Associates via Computerworld about the top 9 ways to secure mobile devices
• Rachel Lashford at Canalys via InfoWorld Nederland about Motorola to test broadcast mobile TV in Hong Kong

September 19 Roundup

Analysts in the news for September 19:

• Jack Gold, at J.Gold Associates, Rob Enderle at the Enderle Group and Ken Dulaney at Gartner via Unstrung about Symbol (SBL) Plants For-Sale Sign
• Roger Entner at Ovum and Jessica Zufolo at Medley Advisors via MarketWatch about FCC wireless auction raises almost $13.9 bln
• Charles Golvin at Forrester Research via Bloomberg.com about T-Mobile, Cable Group Are Top Bidders in Airwave Sale
• Brian Modoff at Deutsche Bank and Mark Sue at RBC Capital via Barron's Online Tech Trader Daily about How High Is Up? Deutsche Bank, RBC Raise Price Targets on Motorola (MOT)
• Roger Entner at Ovum and Tom Eagan at Oppenheimer & Co via the Wall Street Journal about FCC License Auction Gets Big Bids

September 18 Roundup - Part 2

More analysts in the news for September 18:

• Jack Gold at J. Gold Associates via Reuters.com about Cognos (CSN.TO) software goes mobile with BlackBerry (RIMM) launch
• Gartner analysts Joseph Unsworth and Jon Erensen via InfoWorld Nederland about Apple's (AAPL) new iPods priced for profits, not market share
• Jack Gold at J. Gold Associates via InfoWorld Nederland about California bans driving while holding a cell phone
• Sharon Armbrust at JupiterResearch about Score One For The Advisability of Mobile Broadcasting
• Jeff Evanson at Dougherty & Co via the Kansas City Business Journal about Garmin (GRMN) will upgrade nuvi device
• Allen Nogee at In-Stat about Base Station Sales Will Remain Strong but Decline Looms After 2008
• Rob Enderle at the Enderle Group via TechNewsWorld about It's On: Zune (MSFT) vs. iPod/iTunes
• Edward Snyder at Charter Equity Research International Herald Tribune about Ready for a new standard? Cellular giants promote 4G
• Michael Gartenberg at JupiterResearch about Real and Sandisk (SNDK) Partner on Devices and Services - First Take

September 18 Roundup

Analysts in the news for September 18:

• Bruce Gibson at Juniper Research about Mobile Adult Video to Outstrip Traditional Text-Based Services Rising to $1.7bn by 2009
• Nick Holland at Pyramid Research about The Reality of UMA
• Michael Nelson at Stanford Financial Group, Roger Entner at Ovum and David Janazzo at Merrill Lynch via the Kansas City Star slow healing at Sprint (S)
• Piper Jaffray analyst Gene Munster via RED HERRING about Apple (AAPL) iPhone Clues in iTunes 7
• Mike McGuire at Gartner via the Wall Street Journal about iPod, TheyPod: Rivals Imitate Apple's Success
• Michael Gartenberg at Jupiter Research via the Associated Press about RealNetworks, SanDisk (SNDK) to take on iPod
• UBS analyst Alex Gauna, Baird analyst Tristan Gerra and American Technology Research analyst Shaw Wu via BusinessWeek about Sector Wrap: Apple boosts chip business
• Kenneth Hyers at ABI Research, Maynard J. Um, at UBS Securities, Avi Greengart at Current Analysis and Neil Strother at NPD Group via the New York Times about BlackBerry (RIMM) Adds Diversions, Counting on Sales

Weekend Roundup

Analysts in the news for the weekend of September 16-17:

• Michael Gartenberg at JupiterResearch about Microsoft's (MSFT) Zune smack talk regarding the Apple (AAPL) iPod
• Johan Fagerberg at Berg Insight via The Location Based Service Zone about Mobile location-based services revenues will reach 622 million in Europe by 2010
• Jack Gold at J. Gold Associates and Avi Greengart at Current Analysis via ComputerWeekly.com about BlackBerry (RIMM) Pearl and other slick devices bring new challenges
• Michael Gartenberg at Jupiter Research and Van Baker at Gartner via the Seattle Post-Intelligencer about Microsoft Zune doesn't do 'PlaysForSure'
• Julie Ask at JupiterResearch and Jeff Kagan via the Atlanta Constitution-Journal about Cellphone industry not giving up on entertainment

September 15 Roundup

Analysts in the news for September 15:
- JupiterResearch analyst Michael Gartenberg via BusinessWeek about Coming Zune: Microsoft's (MSFT) Music Player
- Michael Gartenberg at JupiterResearch and Mike McGuire at Gartner Dataquest via the Los Angeles Times about Microsoft Seeks to Share in Portable Music Market
- Michael Gartenberg at JupiterResearch and Rob Enderle at the Enderle Group via the Chicago Tribune about Microsoft unveils Zune plans
- Mark Mulligan at JupiterResearch about Zune is Here, But Just What Are MP3 Player Owners Doing?

September 14 Roundup

Analysts in the news for September 14:

• Gerhard Fasol at Eurotechnology Japan about Outsourcing Japan market research and strategy consulting to India??
• Gerhard Fasol at Eurotechnology Japan about Mobile Number Portability (MNP) in Japan
• Michael Gartenberg JupiterResearch about Today's Microsoft (MSFT) Zune News - First Take
• David Chamberlain at In-Stat via internetnews.com about Who's Shaping The Mobile Future?
• Craig Berger at Wedbush Morgan via Barron's Tech Trader Daily about Tearing Down The New Apple (AAPL) Nano: No PortalPlayer (PLAY) Chip, 3 Mystery Parts, Higher Margins

September 13 Roundup

Analysts in the news for September 13:

• Thomas Husson at JupiterResearch about Vivere senza confine - Telecom Italia will split its mobile business
• Ramon Llamas and Ryan Reith at IDC about Shipments of Converged Mobile Devices Hit New Record High in Second Quarter of 2006
• Allen Nogee at In-Stat about The Cellular Modem Market is Finally Taking Off
• Craig Mathias at Farpoint Group via CIO Today about Fixed/Mobile Convergence: Why It Matters
• Michael Gartenberg at JupiterResearch about New Apple (AAPL) iPods - First Thoughts
• Michael Gartenberg at JupiterResearch about 3125 Hits Cingular

September 12/13 Roundup

Analysts in the news for September 12/13:

• David Card at JupiterResearch about News Corp. to Buy Jamba
• Van Baker at Gartner and Michael Gartenberg at JupiterResearch via Dow Jones about Apple (AAPL) Unveils TV Adapter, New Movie Service
• Mark Donovan at M:Metrics about Photo messaging climbs as camera phones snap up market share
• Tim Bajarin at Creative Strategies via Technology Pundits about Apples New iPods, iTunes 7 and iTV
• Michael Gartenberg at JupiterResearch about iTunes/iPod/iTV - First Take on Apple's Announcements
• Seamus McAteer and Paul Goode at M:Metrics about UK LEADS IN MOBILE MUSIC CONSUMPTION, WHILE AMERICANS TOP THE CHARTS IN RINGTONES
• Andreas Constantinou at VisionMobile about The Twelve Stages of Handset Commercialisation

September 12 Roundup

Analysts in the news the morning of September 12:

• Iain Gillott at iGillott Research via CNET News.com about Search comes to mobile phones
• Julie Ask and David Schatsky at JupiterResearch via Unstrung about Mobile TV
• Ira Brodsky at Datacomm Research about using Handsets to Drive Sales
• Dean Bubley at Disruptive Analysis about TI to sell TIM
• Julie Ask at JupiterResearch about Mobile Marketing - Carriers Join the Game

September 11/12 Roundup - It's (Almost) Showtime

Analysts in the news on September 11/12:

• Jane Zweig at the Shosteck Group and Lewis Ward at IDC via the San Diego Union Tribune about Qualcomm (QCOM) to offer TV on cell phones
• Rachel Lashford at Canalys via the International Herald Tribune about Wireless: A new push for e-mail
• Dean Bubley at Disruptive Analysis about Alright, alright, my take on the ApplePhone (AAPL)
• Michael Gartenberg at JupiterResearch about iPod myths
• Michael Gartenberg at JupiterResearch, Mike McGuire at Gartner, Rob Enderle at the Enderle Group and Michael Goodman at Yankee Group via Reuters.com about Apple seen linking movie downloads to TV

September 11 Roundup

Analysts in the news for September 11:

• Gartner analyst Todd Kort, Craig Mathias at the Farpoint Group, Rob Enderle, at the Enderle Group and Jack Gold at J.Gold Associates via Unstrung about Nokia (NOK), RIM (RIMM) & Moto (MOT): 'Prosumer' Trinity
• Andreas Constantinou at VisionMobile about the retail environment as a point of service discovery
• Dean Bubley at Disruptive Analysis about "Seamless" is dead. Long live "Intelligent Handover"
• Tamara Gaffney at Telephia about Mobile TV Audience Grows 45 Percent in Q2 2006 -- News, Weather and Sports Channels Most Popular
• Dean Bubley at Disruptive Analysis about Connections doesn't equal subscribers
• Andrea Wood at JupiterResearch about The Implications of Handset Naming Conventions
• Dean Bubley at Disruptive Analysis about Why don't more operators report indoor coverage?
• Mark Mulligan at JupiterResearch about Get Your Free MP3 Players Here!
• Dean Bubley at Disruptive Analysis about BT - Vodafone (VOD) resell agreement part 3

Weekend Roundup

Analysts in the news for the weekend of September 9-10:

• Craig Mathias at Farpoint Group via searchmobile.com about VoIP startup untethers would-be mobile workers from wireline office phones
• Lewis Ward at IDC via NewsFactor Network about Who Cares About Internet TV
• Nicky Walton and Nick Lane at Informa via ElectricNews.net about Mobile ad spend to skyrocket
• Compete about MOBILE VIDEO DEMAND IS SMALL BUT GROWING FAST and CONSUMERS ARE ASKING FOR PRODUCTIVITY TOOLS IN ADDITION TO ENTERTAINMENT
• Strand Consult about Mobile Operators Start to See Double - Expansion Can Be Intoxicating and Cause the Loss of Clear-Sight

Format Changes

As you probably noticed, there have been some format changes here at Mobile Analyst Watch. Due to taking on some new work (outside of the mobile space), I haven't been able to dedicate much time to this blog.

So instead of babbling about every mobile analyst related item, I've gone to a daily summary format listing the analysts in the news. I hope to provide some commentary on an occasional basis, but for now this is the best I can do. Of course, the few who actually read this blog are probably cheering that they no longer have to read my inane thoughts on the world of mobility...

September 8 Roundup

Analysts in the news for September 8:

• Jake Saunders at ABI Research about 3G Subscriptions to Reach 285 Million Worldwide by the End of 2006
• Keith Nissen and Bill Hughes at In-Stat about Growing the Enterprise Market through IMS and Converged Devices: Is a Laptop Really the Best Choice for Mobile Computing?
• Craig Mathias at Farpoint Group, Allen Nogee at In-Stat and Neil Strother at The NPD Group via TechNewsWorld about Next-Gen Devices May Integrate Cellular, WiFi Connectivity
• Julie Ask at JupiterResearch via Digital Trends News about Consumers Want Free Mobile Video
• Joseph Laszlo at JupiterResearch about Movies, Movies Everywhere
• Cliff Raskind at Strategy Analytics and Vivek Arya at Merrill Lynch via BusinessWeek about Treo Troubles Trigger Palm (PALM) Plunge

September 7 Roundup

Analysts in the news for September 7:

• David Card at JupiterResearch about Moto's (MOT) Zander on Where the Innovation Lies
• Kanishka Agarwal at Telephia about Italians Were Twice as Likely as the French to View World Cup Soccer Content on Their Mobile Phones
• Inder Singh at Prudential Research via the Wall Street Journal about Qualcomm's (QCOM) Legal Battles Hold Big Implications for Cellphones
• Sharon Armbrust at JupiterResearch via BusinessWeek about Verizon's (VZ) Wireless Airwaves Binge
• Nick Spencer at Canalys via Cellular-News about RIM (RIMM) Pushes BlackBerry Into Consumer Handset Market
• Ellen Daley at Forrester Research and Ken Dulaney at Gartner via the San Francisco Chronicle about RIM (RIMM) hoping multimedia BlackBerry bears fruit
• Gartner analyst Ken Dulaney via the Orlando Sentinel about Sprint (S) leads movie rush to the tiny screen

Apple's 'Special Event' Has Rumor Mill Churning

Mike McGuire at Gartner, S&P analyst Richard Stice and American Technology Research analyst Shaw Wu via MacNewsWorld about Apple's (AAPL) 'Special Event' Has Rumor Mill Churning

September 5 Roundup

Analysts in the news September 5:

• Russ Crupnick at the NPD Group via the Wall Street Journal about Samsung Plans Music Service
• Michael Gartenberg at JupiterResearch about A little more on mobile user experiences
• Dean Bubley at Disruptive Analysis about T-Mobile UMA.... the worst-kept secret.... plus other UMA bits
• Kanishka Agarwal at Telephia about Nearly 43 Percent of U.S. Online Households Subscribe to Bundled Communications and Entertainment Services From the Same Provider

Weekend Roundup

Analysts in the news the weekend of September 2-3:

• Craig Mathias at Farpoint Group via SmartMoney.com about Why is Cable Bidding Big for Wireless
• Craig Mathias at Farpoint Group, Roger Entner at Ovum and Jack Gold at J.Gold Associates via Unstrung
• Michael Gartenberg at JupiterResearch about River of News Mobile is little thing that's pretty big

September 1 Roundup

Analysts in the news for September 1:

• Michael Gartenberg at JupiterResearch about Is Apple the Nordstorm of high tech?
• Rebecca Arbogast at Stifle Nicolaus and Marina Amoroso at Yankee Group via Wireless Week about AWS Auction Already Seen as a Winner
• Michael McGuire at Gartner and Andrew Seybold via Forbes.com about The Mobile Locker
• Michael Gartenberg at JupiterResearchTom Tom One - First Thoughts