Thursday, October 19, 2006

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 about Sony Ericsson (SNE) is most profitable handset maker
  • Jeremy Green at Ovum via about O2 to charge £5 for 'all you can eat' roaming calls
  • Ryan Reith at IDC via about Price war forecast as O2 slashes roam fees
  • Ryan Reith at IDC va CNET 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