Halloween Update

Analysts in the news for Halloween (October 31):

• Michael Gartenberg at JupiterResearch about More on the Apple (AAPL) iPhone (if there even is one)
• Thomas Husson at JupiterResearch about Mobile TV: Welcome to a fragmented world
• Daniel Winterbottom at Informa about Mobile Communities and User-Generated Content worth US$13.1 billion by 2011
• Seamus at McAteer at M:Metrics ITPro about Text messaging catches on in music business
• Merrill Lynch at Cellular-News about Handset Sales Forecasts Upgraded
• Creative Technology (CREAF) F1Q07 (Qtr End 9/30/06) Earnings Call Transcript at SeekingAlpha

October 30 Roundup

Analysts in the news for October 30:

• Jill Meyers at In-Stat about Making Half-Truths Whole: Why Speculation About 3G's Demise Won't Go Away
• Dean Bubley at Disruptive Analysis about GSMA verging on hypocrisy... methinks they do protest too much
• Ian Fogg at JupiterResearch about Analysing Apple's (AAPL) iPod Mobile Phone Strategy Options
• Van Baker at Gartner and Tim Bajarin at Creative Strategies via the Dallas Morning News about Apple may give its iPod a touch-up
• Richard Windsor at Nomura Securities via the International Herald Tribune about Qualcomm (QCOM) to be investigated in EU inquiry of high royalty fees
• Albert Lin at American Technology Research and A.G. Edwards analyst Kent Custer via Reuters.com about Verizon (VZ) profit up, Internet additions disappoint
• Neil Strother at NPD Group and Todd Kort at Gartner via Computerworld about Another nail in the PDA's coffin?
• Chris Jones at Canalys via vnunet.com about Nokia (NOK) directs users to navigation phone systems

Weekend Roundup

Analysts in the news for the weekend of October 28-29:

• PortalPlayer (PLAY) Q3 Earnings Call Transcript via SeekingAlpha
• Michael Gartenberg at JupiterResearch via the MONTREAL GAZETTE about Microsoft (MSFT), Palm (PALM) team with phone
• Roger Entner at Ovum and Jane Zweig at The Shosteck Group via USATODAY.com about Sprint (S) profit plunges 52% as customers flee
• Miro Kazakoff at Compete via Mail Tribune about Nothing 2 LOL About
• James Faucette at Pacific Crest Securities and Ed Snyder at Charter Equity Research via the Chicago Tribune about Is Motorola (MOT) calling on French firm?
• Chris Jones at Canalys via Computing about Nokia (NOK) still leads the way in smart mobile market
• Junmei He at ABI Research about Handset Shipments from Taiwan to Reach 281 Million in 2008, with 79% Composed of ODM Handsets
• Thomas Husson at JupiterResearch about European Mobile Forecast
• Thomas Husson at JupiterResearch about Mobile music fresh news
• Michael Gartenberg at JupiterResearch about On Zune and iPod (AAPL) (redux)
• Dean Bubley at Disruptive Analysis about PBX extension-to-cellular exploiting smartphones

October 26 Roundup

Analysts in the news for October 26:

• Tim Bajarin at Creative Strategies via Technology Pundits about Apple (AAPL) Gains Market Share
• Jack Gold at J.Gold Associates via Unstrung about Microsoft's (MSFT) Push Security Problems
• Amy Lind at IDC and Julie Ask at JupiterResearch via MySA.com about AT&T launches home monitoring via cell phones
• William Power at Robert W. Baird & Co. via the Wall Street Journal about Sprint Nextel (S) Net, Hit by Unit Spinoff, Tumbles by 52% -
• Pamela De Luca at Strategy Analytics about Verizon Wireless Rated Best Carrier for Cellphone Support

October 25 Roundup

Analysts in the news for October 25:

• Ross Rubin at NPD Group via Engadget about Switched On: Rebooting retail in Redmond
• Dean Bubley at Disruptive Analysis about T-Mobile US UMA. A trial. After a trial. Maybe a graceful exit?
• Dean Bubley at Disruptive Analysis about BT Fusion now has 100k+ subscribers
• Dean Bubley at Disruptive Analysis about MSF GMI interoperability test for IMS and NGNs
• Sharon Armbrust at JupiterResearch about Cable’s Mobile Connections Only On the Warming Platter
• Sharon Armbrust at JupiterResearch about Segmentation Moves in the Mobile Market Spreading Out and Packing More Punch
• Sharon Armbrust at JupiterResearch about Sprint’s (S) Big Stumble = Cometitors’ Gain
• David Card at JupiterResearch about New Jupiter Music Device Forecast
• Andy Bae at ABI Research about Japanese and South Korean Mobile Handsets Leading the World in Mobile TV, Digital Imaging, and Display Innovation
• Reza Chady at Telephia about BBC and Sky Dominate the Third Screen in the U.K. With Leading Mobile Video and Web Offerings
• Jack Gold at J. Gold Associates and Michael King at Gartner via SearchMobileComputing.com about Mobile platforms: J2ME -- looking for its place in the enterprise
• Marc Einstein at Pyramid Research via the Guardian about A country with text appeal
• Dean Bubley at Disruptive Analysis via ZDNet UK News about TeleWare unveils private mobile network

October 24 Roundup

Analysts in the news for October 24:

• Roger Entner at Ovum via the New York Times about T-Mobile Tests Dual Wi-Fi and Cell Service
  
• J.P. Morgan Securities analyst Kevin Chang via the Wall Street Journal about BenQ Posts a Record Loss On German Arm Write-Off
• Gemma Tedesco at In-Stat about Wi-Fi in Consumer Electronics Devices: Embraced by Some, Shunned by Others
• Dean Bubley at Disruptive Analysis about First UK low-power GSM + picocell service launches
• Chris Jones and Pete Cunningham at Canalys about EMEA smart mobile device market growth rises to 11.7%
• Anita Frazier at NPD Group and Richard Doherty at Envisioneering via USATODAY.com about 'Portables' merge toys, video games
• Julie Ask at JupiterResearch about MCommerce - Comparison Shopping on Cell Phones

October 23 Roundup

Analysts in the news for October 23:

• Ken Hyers at ABI Research about T-Mobile Trials Hiwire
• JupiterResearch analyst Julie Ask via the Wall Street Journal about Cellphone customers are only as happy as the quality of their handsets
• Chris Ambrosio at Strategy Analytics via RCRNews.com about MVNOs need to play the game within its current boundaries
• Ira Brodsky at Datacomm Research about The Six Keys to Mobile Advertising Success
• Michael Gartenberg at JupiterResearch and Ross Rubin at NPD Group via ABC News about Apple's (AAPL) iPod Looks Great at 5 Years Old

Weekend Roundup

Analysts in the news for the weekend of Oct 21-22:

• Ryan Reith at IDC about Record Shipments Drive Worldwide Mobile Phone Market to 21.0% Growth
• Andreas Constantinou at VisionMobile about Customisation vs Personalisation: Setting the record straight
• Dean Bubley at Disruptive Analysis about Germany - media regulation gone mad: a tax on PCs and mobiles?
• Nomura International analyst Richard Windsor, Carmi Levy at Info-Tech Research Group and Charles Golvin at Forrester Research via Unstrung about 3G Nears Reality in China
• Todd Kort at Gartner and American Technology Research analyst Albert Lin via Crain's Chicago Business about Window of opportunity closing for Moto's (MOT) Q
• Tim Bajarin at Creative Strategies, Shaw Wu at American Technology Research and Samir Bhavnani at Current Analysis via CNET News.com about iPod at 5: The little gadget that could (AAPL)

October 19 Roundup

Analysts in the news for October 19:

• Jason Armstrong at Goldman, Sachs via the Wall Street Journal about Cingular's Net Soars On Subscriber Gains
• Sal Oppenheim analyst Nikolas von Stackelberg and Alexander Peterc at BNP Paribas via the Wall Street Journal about Nokia's (NOK) Shipments Surge But Profit Margins Suffer
• David Bailey at Merrill Lynch via the Wall Street Journal about Apple (AAPL) Climbs on Strong iPod, Mac Sales
• Dean Bubley at Disruptive Analysis about Symbian Smartphone show...... a mixed bag
• Bruce Gibson at Juniper Research via ITPro about Mobile operators try new price plans
• Neil Mawston at Strategy Analytics via Reuters.com about Sony Ericsson (SNE) is most profitable handset maker
• Jeremy Green at Ovum via silicon.com about O2 to charge £5 for 'all you can eat' roaming calls
• Ryan Reith at IDC via Scotsman.com about Price war forecast as O2 slashes roam fees
• Ryan Reith at IDC va CNET News.com about Cell phone shipments hit highs, but profits sag
• Richard Windsor at Nomura International via Unstrung about Nokia Stumbles in Q2
• Nokia Q3 2006 Earnings Call Transcript at SeekingAlpha
• Bear Stearns analysts Andy Neff, Bill Hand and Ted Chung at SeekingAlpha about Apple Poised to Benefit from Holiday Demand
• Apple F4Q06 (Qtr End 9/30/06) Earnings Call Transcript at SeekingAlpha

October 18 Roundup II

Analysts in the news for October 19:

• ARCchart about Future looks firm for FOTA
• ARCchart about Apple (AAPL) to unsettle handset industrial design
• Kanishka Agarwal at Telephia about Midwesterners Cut the Cord: Households in Detroit and Minneapolis-St. Paul Have the Highest Rate of Wireless Substitution Among 20 Largest U.S. Cities
• Kitty Weldon at Current Analysis via Mobility Water Cooler about Hosted Mobile e-mail: Who Owns the Opportunity?
• Dean Bubley at Disruptive Analysis about Truphone.... redefining the mobile operator
• Ken Dulaney and Todd Kort at Gartner about T-Mobile's Dash Sets New Pace for Windows Mobile Devices
• Ken Hyers at ABI Research via Business 2.0 about Mobile ESPN falls and a Helio rises
• Ross Rubin at NPD Group via the New York Times about Portable Media Players Aim for the Masses

October 18 Roundup

Analysts in the news for October 18:

• Sharon Armbrust at JupiterResearch about Push to Bring Mobile Broadband to the Masses Gets More Coordinated & Pace Quickens
• Iain Gillott at iGillott Research via CNET News.com about Securing consumer-friendly smart phones
• Bill Choi at Jefferies & CO, Ed Snyder at Charter Equity Research and Albert Lin at American Technology Research via Reuters.com about Motorola (MOT) net down, revenue misses, shares down
• Julie Ask at JupiterResearch via TopTechNews about Cartoons Coming to Nokia (NOK) Phones
• Ross Rubin at NPD Group via ABC News about Geek 'Holy Grail' - A gadget to do it all
• Motorola Q3 2006 Earnings Call Transcript via SeekingAlpha

October 17 Roundup

Analysts in the news for October 17:

• Roger Entner at Ovum via RCRNews.com about Trading Freedom for Security
• JupiterResearch analyst Michael Gartenberg via TopTechNews about Steve Jobs Unfazed by iPod Challengers (AAPL)
• Carolina Milanesi at Gartner via Brandweek about Sony Ericsson (SNE) Talks It Up In Global Brand Push
• Ovum analyst John Delaney via Light Reading about Vodafone (VOD) Upheaval Continues
• Jesse Tortora at Prudential via Barron's Online Tech Trader Daily about Apple: Pru Fears Weak Dec Qtr; Sees Two Cell Phone Model Coming In March Qtr
• Roger Entner at Ovum via newsobserver.com about Motricity cuts jobs, reorganizes
• Charles S. Golvin at Forrester Research via Advertising Age about Motorola (MOT) Names Casey Keller CMO

October 16 Roundup

Analysts in the news for October 16:

• Neil Strother at The NPD Group and Roger Entner at Ovum via USATODAY.com about From charms to crystals: Cellphones becoming part of fashion
• Miro Kazakoff at Compete via The Coloradoan about Ubiquitous message technology a powerful tool ... good or evil
• Marina Amoroso at The Yankee Group via USATODAY.com about With cellphones for kids, Disney knows how to sell
• Bryan Wang at In-Stat about Asia/Pacific Mobile Music Revenues Soaring
• Dean Bubley at Disruptive Analysis about Carphone Warehouse - independence is over-rated
• Charter Equity Research analyst Ed Snyder and Ovum analyst Roger Entner via thestreet.com about Telcos Touchy on Net Push
• In-Stat analyst David Chamberlain via the Chicago Tribune about Cell phone users prefer to see directions, not movies
• Bear Stearns analysts Andy Neff, Bill Hand and Ted Chung via SeekingAlpha about News on the Ground Continues to be Positive for Apple

October 13 Roundup

Analysts in the news for October 13:

• Michael Gartenberg at JupiterResearch about Steven Levy's "The Perfect Thing - How the iPod Shuffles Commerce, Culture, and Coolness"
• Carmi Levy at Info-Tech Research Group and Todd Kort at Gartner via Unstrung about A Treo (PALM) Your Mom Could Love
• Roger Entner at Ovum and John Jackson at M:Metrics via TechWeb about Palm Launches Treo 680, Touts Multimedia Capabilities
• JupiterResearch analyst Michael Gartenberg via NewsFactor Network about Sony Takes On iPod with Noise-Canceling Tech
• Todd Kort at Gartner via San Francisco Chronicle about New Palm device is unveiled
• Shalini Verma at IDC about Prosumers reveal a growing appetite for Enterprise Mobility in Asia/Pacific Excluding Japan
• Roger Entner at Ovum via the Star-Telegram about Nokia (NOK) is signing off from Fort Worth
• Chris Ambrosio and Bonny Joy at Strategy Analytics about Ultra Low Handset (ULCH) Shipments Surge to 48 Million in 2007
• Roger Kay at Endpoint Technologies Associates and Rob Enderle at the Enderle Group via InternetNews.com about Sony Planning Video Walkman?
• Niek van Veen at Forrester Research via BusinessWeek about Europe Takes to Location-Based Cell Service
• Carmi Levy at Info-Tech Research Group and Rob Sanderson at American Technology Research via the globeandmail.com about Balsillie and RIM (RIMM) discovered a profitable Pearl, and now the world's their oyster
• John Slack at Morningstar, Albert Lin at American Technology Research and Carmi Levy at Info-Tech Research Group via the Daily Herald about Motorola (MOT) rides the Red line
• Charles Golvin at Forrester Research about T-Mobile's Fortuitous Timing
• Stuart Carlaw at ABI Research about Sony Ericsson (SNE) Q3 Success Built on Segmentation and Brand Leverage

October 12 Roundup

Analysts in the news for October 12:

• Julie Ask at JupiterResearch about Mobile Video: Chicken or the Egg?
• Charter Equity Research analyst Ed Snyder thestreet.com about Sony (SNE) Walkman's Sweet Music
• Neil Mawston at Strategy Analytics via Bloomberg.com about Sony Ericsson Net Surges on Camera and Music Phones
• Interarbor Solutions Analyst Dana Gardner and DataComm analyst Ira Brodsky via LinuxInsider about Sun (SUNW), Laszlo Enter Mobile Platform Partnership
• Kanishka Agarwal at Telephia about From Mobile to YouTube: Nearly Eight Million U.S. Mobile Subscribers Are Capturing Videos on Their Mobile Phones
• Andreas Constantinou at VisionMobile about Bang & Olufsen and ELLE pick up where Xelibri failed
• Miro Kazakoff at Compete via ABC News about Get Smart, Stay Connected

October 11 Roundup

Analysts in the news for October 11:

• Alan Varghese at ABI Research about 25% of WCDMA Handsets Will Include GPS by 2008
• Carmi Levy at Info-Tech Research Group and Phillip Redman at Gartner via Unstrung about What's Next for Sprint Nextel?
• Ira Brodsky at DataComm Research and Michael Cai at Parks Associates via TechNewsWorld about Opera Customizes Browser for Nintendo DS
• John Hodulik at UBS and Roger Entner at Ovum via USATODAY.com about Sprint Nextel chairman plans to retire at year's end
• David Chamberlain at In-Stat about Surprising New 3G “Killer App”; Compatible Handsets Now the Key Ingredient
• Dean Bubley at Disruptive Analysis about The continuing rise of picocells....but femtocells? Still early days
• Michael Gartenberg at JupiterResearch about T-Mobile Dash Can Take Smartphones to the Masses - First Take
• Paul Brown and Kevin Nolan at Strategy Analytics about Cellphone Buyers Want More Than Just a Thin Device
• Scott Sutherland at Wedbush Morgan Securities and Roger Entner at Ovum via The Seattle Times about InfoSpace to lay off 250 people

October 10 Roundup

Analysts in the news for October 10:

• Roberta Cozza and Todd Kort at Gartner about Worldwide Combined PDA and Smartphone Shipments Market Grew 57 Percent in the First Half of 2006
• Seamus McAteer at M:Metrics via RCRNews.com about Analyst Angle: Women are growth engine for mobile content consumption
• Vivek Arya at Merrill Lynch via Barron's Online Tech Trader Daily about RIM (RIMM): Merrill Ups Price Target (Again); Equates The Pearl To The iPod (AAPL)
• Bruce Gibson at Juniper Research about Expenditure on New Mobile Phone Charging Systems to Grow by 30% p.a. Over the Next Five Years
• Dean Bubley at Disruptive Analysis about Mobile search 2...
• Derek Baine at JupiterKagan about Wireless Tower Multiples Remain High
• Kevin Li at In-Stat about Slow Growth in China Fixed Mobile Convergence Until 2008

October 9 Roundup

Analysts in the news for October 9:

• Sharon Armbrust at JupiterResearch about Low and No-Show of Venture Caps at AWS Auction - Part of a Trend
• Nitesh Patel at Strategy Analytics via CIO about Nokia (NOK) GPS Patents May Help Resolve Qualcomm (QCOM) Dispute
• Gartner Group analyst Tole Hart via MarketWatch about Deutsche Telekom sees US network capex of 2.1 bln euros
• Roger Entner at Ovum via the New York Times about T-Mobile to Spend $2.7 Billion to Offer Advanced Services
• Dean Bubley at Disruptive Analysis about Mobile search.... my context is better than yours
• Dean Bubley at Disruptive Analysis about One device.... multiple users. Identity crisis?
• Gerhard Fasol at Eurotechnology Japan about Yahoo!-keitai (YHOO) replaces Vodafone-Live! (VOD)
• Iain Gillott at iGillott Research and Linda Barrabee at Yankee Group via CNET News.com about Confessions of a cell phone junkie
• Eugene Signorini at Yankee Group BtoBOnline.com about Mobile marketing making a move
• Charles Golvin at Forrester Research via The San Francisco Chronicle about New cell phones are coming that could sound a death knell for landline home phones

Weekend Roundup

Analysts in the news for the weekend of October 7-8:

• Sharon Armbrust at JupiterResearch about T-Mobile Points Way to Its Brand of 3G Evolution
• Tim Bajarin at Creative Strategies via Technology Pundits about A Cautionary Note to Microsoft's (MSFT) Zune Team
• Julie Ask at JupiterResearch about A Cell Phone, Beads, a Knife and a Spear
• Roger Entner at Ovum via Investor's Business Daily about Looking To Slake Need For Speed, T-Mobile Announces Huge Upgrade
• Gartner analyst Michael King via ARNnet about Nokia (NOK) expands channel for new enterprise products

October 6 Roundup

Analysts in the news for October 6:

• Ed Synder at Charter Equity Research and Daryl Armstrong at CitiGroup via MarketWatch about Qualcomm (QCOM) gears up for showdown
• Gartner analyst Michael King via ARNnet about Nokia (NOK) expands channel for new enterprise products
• Ovum analyst Roger Entner via Unstrung about T-Mobile 3G Is Imminent
• Roberta Cozza at Gartner via Network World about Nokia leads smartphone vendors in 2006 sales
• Todd Kort at Gartner and Albert Lin at American Technology Research via Crain's Chicago Business about Moto (MOT) shipments jump, but Q sales lackluster
• Ed Snyder at Charter Equity Research via the Chicago Tribune about Motorola faces trial on Iridium
• Dean Bubley at Disruptive Analysis about IMS Services Brainstorm - wrapup: IMS isn't a winner for mobile operators

October 5 Roundup

Analysts in the news for October 5:

• Ross Rubin at NPD Group via Engadget about Switched On: Dashing through the slow
• Sean Ryan at IDC and Jack Gold at J. Gold Associates via SearchMobileComputing.com about BlackBerry (RIMM) vs. the world
• Roger Entner at Ovum and Phil Redman at Gartner via Mobility Today about T-Mobile USA To Announce UMTS Plans
• JupiterResearch analyst Michael Gartenberg via TopTechNews about New Mobile Phones Scream at Thieves
• Charter Equity Research analyst Ed Snyder via TheStreet.com about Verizon (VZ) Keeps Rolling Along
• Bruce Gibson, at Juniper Research about Casual Gamers and Female Gamers to Drive Mobile Games Revenues Over the $10bn Mark by 2009
• Nitesh Patel at Strategy Analytics about Mobile Contactless Payments to Facilitate $36 Billion Consumer Spending
• Rob Enderle at The Enderle Group and Albert Lin at American Technology Research via the Baltimore Sun about Air is alive with digital music
• Per Lindberg at Dresdner Kleinwort and Ryan Reith at IDC via FIN24 about Motorola (MOT) rings up emerging mkts

October 4 Roundup

Analysts in the news for October 4:

• Michael Gartenberg at JupiterResearch about Microsft (MSFT) Crossbow and Photon are Potential Mobile Game Changers
• Shailendra Pandey at ABI Research about 54 Million Private Branded Handsets Will Be Shipped in 2006
• Endpoint Technologies Associates analyst Roger Kay via InternetNews.com about Nokia (NOK) Tries to Take a Bite Out of Bluetooth
• Will Hodgman at M:Metrics about 36.5 million mobile subscribers responded via SMS to an ad
• Miro Kazakoff at Compete via the News & Observer about Cingular to turn on zoom, catch up with video
• Antoine Mathiaud at Strategy Analytics about Mobile Email Revenues Set to Surpass SMS in $10 Billion North American Wireless Enterprise Market
• Bob Egan at The Tower Group and Neil Strother at The NPD Group via TechNewsWorld about Software Shift in the Mobile Device Market
• Roger Entner at Ovum and Phil Redman at Gartner via Baseline about Cingular Completes AT&T (T) Integration
• Neil Strother at The NPD Group via Computer Business Review about Nokia touts Wibree, but why?
• American Technology Research analyst Shaw Wu and Rob Enderle at the Enderle Group via Forbes.com about What Would An Apple (AAPL) iPhone Look Like?
• Sharon Armbrust at JupiterResearch about ESPN Mobile: A Deja Vu Dichotomy

October 3 Roundup

Analysts in the news on October 3:

• Piper Jaffray analyst T. Michael Walkley via Barron's Online Tech Trader about Motorola (MOT) and Nokia (NOK) Still Top of the Heap
• Deutsche Bank analyst Brian Modoff and Charter Equity research analyst Ed Snyder via Reuters.com about Qualcomm (QCOM) down, Broadcom (BRCM) up before legal proceedings
• Michael Gartenberg at Jupiter Kagan, Andrew Seybold at Outlook 4Mobility, Charles Golvin at Forrester Research and Marina Amoroso at Yankee Group via Investor's Business Daily about Mobile ESPN's End Casts Big Shadow Over Other Startups
• Albert Lin at American Technology Research via the Daily Herald about Is Motorola (MOT) going Razr crazy?
• Michael Gartenberg at JupiterResearch about Underestimating Zune (MSFT) would be a huge mistake
• Julie Ask at JupiterResearch about Xero Mobile ... Worth of a Wireless Carrier without Customers?
• Angel Dobardziev at Ovum about Vivendi attempts surprise tactics against Deutsche Telekom

October 2 Roundup

Analysts in the news for October 2:

• Charles Golvin at Forrester Research about Note to ESPN: It's a phone
• Ross Rubin at NPD Group via Newsday.com about the Motorola (MOT) - Symbol marriage made in wireless heaven
• Compete about DISNEY CALLS MOBILE ESPN'S GAME OFF BEFORE THE 4TH QUARTER and MOBILE ADVERTISING MAKES THE TEAM FOR CARRIERS AND MVNOS
• Dean Bubley at Disruptive Analysis about Enterprise dual-mode FMC..... keep waiting
• James Faucette at Pacific Crest via Barron's Online Tech Trader about September Handset Demand "Slightly Disappointing"
• Dean Bubley at Disruptive Analysis about Web 2.0 and Deep Packet Inspection
• Lewis Ward at IDC, Michael Gartenberg at JupiterResearch and Michael King at Gartner via The San Francisco Chronicle about Wake-up call for niche phones / Mobile ESPN's demise sends signal to young industry
• Tole Hart at Gartner via The Seattle Times about T-Mobile bidding adieu to Zeta-Jones
• Roger Entner at Ovum via USA TODAY about Mobile phone partnerships can take a big toll