Wednesday, January 03, 2007

January 3 Roundup

Analysts in the news for January 3:

  • Ben Wood at CCS Insight and Neil Mawston at Strategy Analytics via Reuters about U.S. group sues Nokia (NOK), Samsung over Bluetooth
  • Neil Mawston at Strategy Analytics via Bloomberg.com: Germany about Benq to Liquidate Phone Unit as Investor Search Fails
  • Stuart Carlaw at ABI Research about Will Bluetooth be Dragged into the IP Litigation Mire?
  • Dean Bubley at Disruptive Analysis about Alcatel - Lucent... overdoing the rebranding and FMC groupthink
  • Dean Bubley at Disruptive Analysis about So, when is HSUPA going to arrive?
  • Scott Ellison at IDC about 10 Emerging Mobile Players To Watch in 2007
  • Bruce Gibson at Juniper Research about Mobile Video to Boost Mobile Sports, Leisure and Information Content Market to $9.5bn by 2011
  • Michael Gartenberg at JupiterResearch about What the Zune (MSFT) does well, it doesn't do differently and what it does differently, it doesn't do well
  • Bena Roberts at BKI Media about White Label Search Engines: JumpTap vs Medio Systems
  • Rob Enderle at Enderle Group via Technology Pundits about The Real Battle May Be Between MacWorld and CES
  • Cody Acree at Stifel Nicolaus and Edward Snyder at Charter Equity Research via The Boston Globe about Woburn chip maker Skyworks Solutions may get big chunk of Apple's (AAPL) iPhone business
  • Ovum Ltd. analyst Roger Entner via Unstrung about Cingular: The Call of the WiFi
  • Pacific Crest’s James Faucette via Barron’s Online Tech Trader Daily about Motorola (MOT): Is Demand For The RAZR Starting To Dull?
  • Merrill Lynch’s Richard Farmer, Shaw Wu at American Technology Research and Needham’s Charlie Wolf via Barron’s Online Tech Trader Daily about Apple: Merrill Boosts Price Target, Estimates On Strong iPod Sales; AmTech, Needham Also Bullish