Friday, December 29, 2006

December 29 Roundup

Analysts in the news for December 29:

  • Dean Bubley at Disruptive Analysis about Predictions for 2007.....
  • Kanishka Agarwal at Telephia via Forbes.com about Live, From New York: Sprint TV

Thursday, December 28, 2006

December 28 Roundup

Analysts in the news for December 28:

  • Ross Rubin at NPD Group via Engadget about Switched On: The 2006 Switchies -- Portable Products
  • Tim Bajarin at Creative Strategies via Technology Pundits about 2007 Predictions and Trends
  • Forrester analyst Charles Golvin via the Chicago Tribune about Picture gets clearer for cellphone camera users

Wednesday, December 27, 2006

December 27 Roundup

Analysts in the news for December 27:

  • Roger Kay at Endpoint Technologies Associates via internetnews.com about Samsung's Mobile Memory Breakthrough
  • Leif-Olof Wallin at Gartner and Neil Mawston at Strategy Analytics via BusinessWeek about Nokia's (NOK) Grand Plans for 2007
  • Dean Bubley at Disruptive Analysis about Skype + Sony Mylo + T-Mo US: a big deal?

Tuesday, December 26, 2006

December 26 Roundup

Happy mobile holidays! Here are analysts in the news for December 26:

  • Mohsen Malaki and Said Irfanat at IDC about Mobile Substitution Hits Saudi Arabia's Telephony Market Hard as Liberalization Set to Open Market to Competition
  • Julie Ask at JupiterResearch about Verizon Launches Ads on Phones
  • Bena Roberts at BKI Media about The Mobile Search Analyst Radar
  • Charter Equity Research analyst Ed Snyder, American Technology Research analyst Albert Lin and Sanford Bernstein analyst Paul Sagawa via thestreet.com about New Phones Target Rusty Razr
  • Gartner analyst Michael King via the RED HERRING about Dexterra to Snag Cash and CFO
  • Roger Entner at Ovum via BusinessWeek about Orb Wants to Free Digital Content
  • Phil Redman at Gartner via The Boston Globe about But they never say 'Can you hear me now?'

Friday, December 22, 2006

December 22 Roundup

Analysts in the news for December 22:

  • Ovum analyst John Delaney via Unstrung about Vodafone (VOD) Sparks Hutch Bidding War
  • Rob Enderle at Enderle Group via Bloomberg.com about Research In Motion (RIMM) Shares Gain on BlackBerry Demand
  • Ira Brodsky at Datacomm Research and Neil Strother at The NPD Group via E-Commerce Times about Biggest Telecom Surprises of 2006, Part 1
  • SeekingAlpha about Research In Motion F3Q07 (Qtr End 12/2/06) Earnings Call Transcript
  • Michael Gartenberg at JupiterResearch about Best Mobile Phone 2006
  • Thomas Husson at JupiterResearch about Ad-funded mobile services
  • RBC Capital Markets analyst Mike Abramsky and Gartner analyst Ken Dulaney via E-Commerce Times about Wall Street: BlackBerry Power: RIM Beats Expectations Again

Thursday, December 21, 2006

December 21 Roundup

Analysts in the news for December 21:

  • Dean Bubley at Disruptive Analysis about Dual-mode FMC services, 2006 Final Score: UMA 6, SIP 6
  • Bena Roberts at BKI Mmedia about Predictions for 2007: mobile search, mobile services and mobile search companies
  • Seamus McAteer at M:Metrics via CNET News.com about Mobile gamer Glu readies for $92 million IPO
  • Neil Mawston at Strategy Analytics and John Delaney at Ovum via BusinessWeek about Vodafone and India's Vast Potential
  • Ken Dulaney at Gartner via Computerworld about The seven top mobile and wireless trends for '07
  • Ken Hyers at ABI Research via TechWeb about Obopay Brings Mobile Payment Service To Helio Subscribers
  • Prudential’s Mark Rowen via Barron’s Online Tech Trader Daily about Radio Shack: Pru Sees Soft Cellular and Sat Radio Sales, No Traction In Flat Panels

Wednesday, December 20, 2006

December 20 Roundup

Analysts in the news for December 20:

  • Stuart Carlaw at ABI Research about UWB Moves Closer to the Cell Phone - SK Telecom to Introduce Devices in '07
  • Thomas Husson at JupiterResearch about GLU
  • Thomas Husson at JupiterResearch about Mobile TV auctions
  • Julie Ask at JupiterResearch about Mobile Search on my Cell Phone
  • Albert Lin at American Technology Research, RBC Capital Markets analyst Mark Sue, Lawrence Harris at Oppenheimer & Co. and Ed Snyder at Charter Equity Research via the Chicago Tribune about Motorola (MOT) sales may fall short
  • Joanne Blight at Strategy Analytics about Cell Phones Capture 25 Percent Slice of Portable Navigation Market by 2010
  • Charlie Wolf at Needham & Co, Ryan Reith at IDC and Neil Strother at NPD Group via Guardian Unlimited about BlackBerry (RIMM) grows as Palm (PALM) wilts
  • SeekingAlpha about Palm F2Q07 (Qtr End 12/1/06) Earnings Call Transcript

Tuesday, December 19, 2006

December 19 Roundup

Analysts in the news for December 19:

  • Bill Hughes at In-Stat about Finally, Wireless Data Adoption Accelerates - 75% of US Businesses Have at Least One Data App
  • Compete about T-MOBILE'S MY FAVS ATTRACTS FEW ALLTEL SHOPPERS and MOST POPULAR HOLIDAY PHONES ARE OFFERED AT MULTIPLE CARRIERS THIS YEAR
  • Julie Ask at JupiterResearch via destinationCRM.com about Get Those Digits
  • Ovum analyst Jeremy Green via Techworld.com about BT upgrades Fusion to Wi-Fi
  • Todd Kort at Gartner via Unstrung about Treo Delay Hits Palm (PALM) Earnings
  • Brandon Dobell at Credit Suisse via Barron’s Online Tech Trader Daily about Garmin (GRMN): Credit Suisse Starts At Neutral, Sees Margin Squeeze Coming
  • Cowen’s Matthew Hoffman via Barron’s Online Tech Trader Daily about Motorola (MOT): Cowen Cuts Rating; Sees Softening Cell Phone Market

Monday, December 18, 2006

December 18 Roundup

Analysts in the news for December 18:

  • Dean Bubley at Disruptive Analysis about T-Mobile US UMA service... not exactly ready for prime time
  • Thomas Husson at JupiterResearch about a 4th 3G player on the French market?
  • Clint Wheelock at ABI Research about Social Communities Go Mobile: 174 Million Members Forecasted by 2011
  • David Cole at DFC Research via TechNewsWorld about Sony Launching Video Download Service for PSP
  • Charles Golvin at Forrester Research via TopTechNews about Cingular Takes MySpace Mobile
  • Kevin Li at In-Stat about In China, Nascent WiMAX Service Faces Barriers

Sunday, December 17, 2006

Weekend Roundup

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

  • Paul Goode at M:Metrics: about The MySpace generation expands its range to mobile; Italian teens lead the charge
  • David Chamberlain at In-Stat and Jane Zweig at Shosteck Group via MarketWatch about Mobile phones don't just talk the talk
  • Roger Entner at Ovum and Charles Golvin at Forrester Research via The Boston Globe about Do u txt ur kdz?

Friday, December 15, 2006

December 15 Roundup

Analysts in the news for December 15:

  • Bill Hughes at In-Stat, Ira Brodsky at Datacomm Research and Neil Strother at The NPD Group via E-Commerce Times about Mobile Devices: RIM's (RIMM) Latest Pearl of Wisdom?
  • Michael Gartenberg at JupiterResearch about iPhone (AAPL) on Monday?
  • Thomas Husson at JupiterResearch about FT/ORANGE Analyst Day
  • Hampus Jakobsson at VisionMobile about Make it - then break it: the UI-paradigm of converged devices
  • Jack Gold at J.Gold Associates and Daniel Taylor at Mobile Enterprise Alliance via SearchMobileComputing.com about Slick smartphones dominate 2006
  • Matt Lewis at ARCchart and Ken Dulaney at Gartner via Computerworld about The cloudy future of mobile Linux
  • Bank of America’s Tim Long via Barron’s Online Tech Trader Daily about Palm (PALM): Delays In Shipping Treo 750 Could Be Longer Than Street Thinks

Thursday, December 14, 2006

December 14 Roundup

Analysts in the news for December 14:

  • Dean Bubley at Disruptive Analysis about UK 2GHz band.... so just what does "designated" mean?
  • Dean Bubley at Disruptive Analysis about SMS over IP standard
  • Stephen Drake and Mary Wardley at IDC about Worldwide Mobile Enterprise Application Market Will Experience Double-Digit Growth and Reach $3.5 Billion by 2010
  • Carmi Levy at Info-Tech Research Group and Gartner analyst Phillip Redman via Light Reading about Nokia (NOK) Siemens JV in Jeopardy
  • John Strand at Strand Consult via ZDNet Asia about Rocky climb for mobile IM
  • Albert Lin at American Technology Research and Michael King at Gartner Group via the San Diego Union-Tribune about Qualcomm (QCOM) acts to strengthen executive suite
  • Linda Barrabee at Yankee Group via Unstrung about Photo Uploads Go Real-Time

Wednesday, December 13, 2006

December 13 Roundup

Analysts in the news for December 13:

  • Reza Chady at Telephia about Americans Lag Behind Europeans in Smartphone Adoption
  • Michael Gartenberg at JupiterResearch about Podcasts for Feature Phones?
  • Michael Gartenberg at JupiterResearch about The new Smokers?
  • Raymond Yan at In-Stat about Chinese PMP Market Becomes Established in 2006
  • Chris Crotty at iSuppli, Michael Gartenberg at JupiterResearch and Susan Kevorkian at IDC via the San Jose Mercury News about Real or not, buzz around Apple (AAPL) `iPhone' grows
  • Toni Sacconaghi at Sanford Bernstein via Barron's Online Tech Trader Daily about Assessing The iPhone: Would It Cannibalize iPod Sales?
  • Rebecca Runkle at Morgan Stanley via Barron's Online Tech Trader Daily about Apple: Morgan Stanley Boosts Price Target To $110
  • UBS analyst John Hodulik via Barron's Online Tech Trader Daily about Apple To Introduce MVNO Wireless Service In ‘07

Tuesday, December 12, 2006

December 12 Roundup

Analysts in the news for December 12:

  • Dean Bubley at Disruptive Analysis about Bluetooth CTP... the original FMC solution, still lurking around
  • Philip Solis at ABI Research about Spectrum for Mobile WiMAX Opening Up Around the Globe
  • Julie Ask at JupiterResearch about $8.99 for a cell phone game?!?!?!?!
  • Sara Harris and David Kerr at Strategy Analytics about Sprint (S) Poised to Reclaim Ground in US Wireless Market
  • Rachel Lashford at Canalys via vnunet.com about Palm (PALM) buys back source code for $44m
  • NPD analyst Ross Rubin via CNET News.com about Microsoft (MSFT) doesn't want Zune lost in the Shuffle

Monday, December 11, 2006

December 11 Roundup

Analysts in the news for December 11:

  • Bena Roberts at BKI Media about Mobile Voice Search: Nuance buys MobileVoiceControl
  • Linda Barrabee at Yankee Group and Seamus McAteer at M:Metrics via the Rocky Mountain News about Less talk, more data
  • Weston Henderek at Current Analysis and Maribel Lopez at Forrester Research via The Boston Globe about Phone + cable + internet + cellphone = Fierce competition
  • Ross Rubin at The NPD Group via the Kansas City Star about GPS devices navigate a hot market
  • Telephia analyst Jerry Rocha via the RED HERRING about Pocketing America’s Next Top Model

Weekend Roundup

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

  • Lewis Ward at IDC about Mobile Entertainment Services Not Particularly Popular Among American Consumers
  • Alan Goode at Juniper Research about Mobile Phone Security Market to Reach nearly $5bn by 2011, Driven by Rising Security Threat to Smarter Phones
  • Michael Gartenberg at JupiterResearch about iPhone (AAPL) Madness is Starting
  • Michael Gartenberg at JupiterResearch about Lessons of Zune (MSFT)
  • Andreas Constantinou at VisionMobile about Making a difference at Retail: The mobile phone health index

Friday, December 08, 2006

December 8 Roundup

Analysts in the news for December 8:

  • Ken Hyers at ABI Research about Michael Schueppert, Modeo President, Resigns
  • Roger Entner at Ovum via Bloomberg.com about Calling Beyonce, Beckham: Your Gold Phone Is Ready
  • Forrester analysts Ted Schadler and Charles Golvin via Top Tech News about Survey: Instant Messaging on the Rise
  • Nomura analyst Richard Windsor via Guardian Unlimited about BSkyB sets sights on very small screen
  • Citigroup’s Daryl Armstrong via Barron's Online Tech Trader Daily about Sell Research In Motion (RIMM) “Right Now”

Thursday, December 07, 2006

December 7 Roundup

Analysts in the news for December 7:

  • Josh Bernoff at Forrester Research about Is 20 iTunes (AAPL) per iPod a success story?
  • Philip Solis at ABI Research about China Can Join the World of Mobile Broadband
  • Gartner analyst Ken Dulaney via InternetNews.com about Palm (PALM) Pays $44M For Perpetual OS License
  • Ovum analyst Roger Entner via USATODAY.com about Wireless firms say prepaid phone prices may go up
  • CIBC World Markets analyst Ittai Kidron, Richard Stice at Standard & Poor's, Gene Munster at Piper Jaffray and JupiterResearch analyst Michael Gartenberg via TheStreet.com about iPhone Rumor Gnaws at Apple
  • Rob Enderle at the Enderle Group via MacNewsWorld about Microsoft (MSFT) Maintains Million Zune Prediction
  • Ross Rubin at NPD Group via Engadget about Switched On: Pretty fly for the WiFi
  • RBC’s Mike Abramsky via Barron's Online Tech Trader Daily about Research In Motion (RIMM): RBC Downgrades; Sees Headline Risk, Margin Pressure From Mix Shift

Wednesday, December 06, 2006

December 6 Roundup

Analysts in the news for December 6:

  • Shailendra Pandey at ABI Research about Is Reliance Going for GSM due to Qualcomm’s (QCOM) High CDMA Royalty Rates?
  • Julie Ask at JupiterResearch about Unlocked Cell Phones - Do Carriers Want These Customers?
  • IDC analyst Susan Kevorkian and JupiterResearch analyst Michael Gartenberg via CNET News.com about Microsoft (MSFT): Zune sales to top 1 million by June
  • Michael King at Gartner via the San Diego Union-Tribune about Cricket dialed in for debut
  • NPD Group analyst Stephen Baker via the RED HERRING about Microsoft Zune Sits at No. 5
  • Ken Hyers at ABI Research and Michael Greeson at The Diffusion Group via the New York Times about Surprising Skills

Tuesday, December 05, 2006

December 5 Roundup

Analysts in the news for December 5:

  • Stuart Carlaw at ABI Research about Thoughts from Nokia (NOK) Talks Vision and Strategy & Capital Market Days
  • Bruce Gibson at Juniper Research about Mobile Operators to Spend over $4.8bn Implementing Convergent Prepaid/Postpaid Charging Solutions 2006-2011
  • Michael Gartenberg at JupiterResearch about Nike+iPod FUD is just silly
  • Ed Snyder at Charter Equity Research and John Lau at Jefferies & Company via Reuters.com about Qualcomm (QCOM) jumps on China 3G expectations
  • Craig J. Mathias at Farpoint Group via Computerworld about The mobile user interface challenge
  • Gene Munster at Piper Jaffray, Prudential Equity Group analyst Jesse Tortora, and UBS analyst Benjamin A. Reitzes via Forbes.com about Apple's (AAPL) iPhone Rising?
  • Sean Ryan and Ryan Reith at IDC via TechNewsWorld about Samsung Touts 'Firsts' in i600 Smartphone
  • Michael Walkley at Piper Jaffray & Co. and Christin Armacost at Lazard Capital Markets via the SAN DIEGO UNION-TRIBUNE about Twin deals widen Qualcomm's reach
  • Daniel Amir at W.R. Hambrecht via Barron's Online Tech Trader Daily about Apple Phones Should Bolster NAND Flash Demand
  • Jesse Tortora and Mark Lipacis at Prudential via Barron's Online Tech Trader Daily about Apple Begins Small Scale Production Of First iPhone, Pru Says; Broadcom (BRCM) Seen Winning MP3 Socket

Monday, December 04, 2006

December 4 Roundup

Analysts in the news for December 4:

  • Kathryn Weldon at Current Analysis via InformationWeek about Wireless E-Mail Comes Down A Peg
  • Seamus McAteer at M:Metrics via RCRNews.com about Content and applications add complexity to mobile service segmentation
  • Chris Ambrosio at Strategy Analytics via Wireless Week about Qualcomm (QCOM) Makes Wireless Buys
  • Chris Ambrosio at Strategy Analytics and Philip Solis and Stuart Carlow at ABI Research via InternetNews.com about Qualcomm Buys Wireless Chip Makers
  • Charles Golvin at Forrester Research, Randy Giusto at IDC and Current Analysis analyst Bill Ho via eWeek about Wireless Providers to Push Smart-Phone Apps, Content in 2007
  • Ryan Reith at IDC via the San Jose Mercury News about Chips, cell phones give India a hardware ecosystem
  • Prudential analyst Inder Singh via Barron's Online Tech Trader Daily about Nokia (NOK): Pru Downgrades; Sees Slowing Handset Market, Legal Battle With Qualcomm

Sunday, December 03, 2006

Weekend Roundup

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

  • Andreas Constantinou at VisionMobile about Open Source making waves in the mobile industry
  • Charles Golvin at Forrester Research via The Boston Globe about Cellphones know where buddies roam
  • John Delaney at Ovum via The Observer about Centre forward who has scored in telecoms

Friday, December 01, 2006

December 1 Roundup

Analysts in the news for December 1:

  • Dean Bubley at Disruptive Analysis about Ericsson and Intel (INTC) - IMS phones or IMS laptops?
  • Michael Gartenberg at JupiterResearch about iPod (AAPL) power adapter sells better than Zune (MSFT)
  • Michael Gartenberg at JupiterResearch about a little more on a podcast centric player
  • Michael Gartenberg at JupiterResearch about Zune does “plays for sure”?
  • Bena Roberts at BKI Media about Windows Live beta goes live
  • Bena Roberts at BKI Media about On Device Portals
  • Ovum analyst John Delaney and Dean Bubley at Disruptive Analysis via ZDNet UK about X-Series pricing tests mobile broadband market