March 30 Roundup

Analysts in the news for March 30:

• Richard Windsor at Nomura Securities, Remi Thomas at Cheuvreux and Mark Seery at Ovum via BusinessWeek about Alcatel-Lucent Bags a Verizon Deal
• JupiterResearch analyst Julie Ask via Monterey County Herald about Low-cost phones boon to AT&T
• Ryan Burke at Compete via RCR Wireless News about The Mobile Industry’s Untapped Potential – 28 million adults
• Roger Entner at IAG Research and Charles Golvin and Christine Overby at Forrester via Reuters.ca about Advertisers want to go mobile, U.S. carriers mull plans
• Tim Bajarin at Creative Strategies via Technology Pundits about The ZenZui Mobile User Interface
• Simon Baker at IDC about Nigerian Mobile Handset Market to Become Largest Handset Market in Africa
• Liz Laffan at VisionMobile about To Build or to buy? To Patent or not to?

March 29 Roundup

Analysts in the news for March 29:

• Thomas Husson at JupiterResearch about Ad-funded mobile games
• Thomas Husson at JupiterResearch about Content for Blackberry users
• Thomas Husson at JupiterResearch about Yahoo! mobile newsletter - The End
• Thomas Husson at JupiterResearch about Volumes, volumes...
• Michael Gartenberg at JupiterResearch about Dvorak - pull the plug on iPhone
• Michael Gartenberg at JupiterResearch about Sling does Palm
• Michael Gartenberg at JupiterResearch about Nokia + Rhapsody
• Dean Bubley at Disruptive Analysis about RIM risks marginalising itself in enterprise-controlled comms
• Dean Bubley at Disruptive Analysis about Zynetix acquired by Sonus Networks
• Annie Turner at BKI Media about There's a long way to go
• Bena Roberts at BKI Media about Mobile Search Company Nubiq launches MobiSeer
• Mark Kirstein at iSuppli about Content Drives Wireless Carriers’ Data Revenue as Voice Business Wanes
• Nick Holland at about Pyramid ResearchBundling Music—The Future of the Mobile Music Industry
• Ross Rubin at NPD Group, Ken Dulaney at Gartner and Charlie Golvin at with Forrester Research via CNET News.com about Motorola: A CTIA wallflower
• Forrester Research analyst Charles Golvin via Reuters.ca about Visa talks up mobile payments, invests in wireless
• Chris Ambrosio at Strategy Analytics and Albert Lin at American Technology Research via RCR Wireless News about Low-hanging fruit: ripe or already gone?
• Ross Rubin at NPD Group and Shawny Chen at Current Analysis via Computerworld about Five things Microsoft must do to make Zune a success
• Michael Walkley at Piper Jaffray and Lawrence Harris at Oppenheimer via Dow Jones about Qualcomm Chief Keeps Cool In Face Of Legal Pressure
• Iain Gillott at iGR via RCR Wireless News about Real Convergence

March 28 Roundup

Analysts in the news for March 28:

• Michael Gartenberg at JupiterResearch about iPhone buzz at CTIA
• Chris Crotty at iSuppli about PMP/MP3 Player Market to Double from 2005 to 2010
• Jack Gold at J.Gold Associates and Current Analysis analyst Avi Greengart via SearchMobileComputing.com about Smartphone goes rugged with Motorola MC35
• Ross Rubin at NPD Group via USATODAY.com about Phones home in on gee-whiz capabilities
• Linda Barrabee at Yankee Group via USATODAY.com about Dialing for 'CSI': VCast Mobile brings TV shows to phones
• Miro Kazakoff at Compete via InformationWeek about Smartphones Hit The Runway At CTIA
• Roger Entner at IAG Research via Reuters.ca about Advertisers want to go mobile, U.S. carriers mull plans

March 27 Roundup

Analysts in the news for March 27:

• Michael Gartenberg at JupiterResearch about Microsoft Announces the Launch of ZenZui
• Julie Ask at JupiterResearch about Mobile Ad Mix MediaFlo Puzzle
• Julie Ask at JupiterResearch about One More Reason Wireless Makes Sense
• Dean Bubley at Disruptive Analysis about Ofcom new UK mobile interconnect rates & FMC
• Bena Roberts at BKI Media about Yahoo! and MobiTV form strategic mobile advertising alliance
• Bena Roberts at BKI Media about The CTIA Gossip Mill Begins – is Google being naughty?
• Kitty Weldon at Current Analysis via RCR Wireless News about Enterprise market hampered by segmentation
• Scott Ellison at IDC and Charles Golvin at Forrester via BusinessWeek about Widgets Gone Wireless
• Ovum analyst Jeremy Green via ZDNet UK about Vodafone seeks to integrate enterprise applications
• Allyn Hall at In-Stat and Rob Enderle at the Enderle Group via E-Commerce Times about AT&T Takes Banking Mobile
• American Technology Research analyst Albert Lin via IDG News Service about Static starts to clear on mobile TV
• Ross Rubin at The NPD Group about U.S. Mobile Phone Sales Peak at $8.8 Billion in 2006
• Roger Entner at IAG Research via the St. Petersburg Times about Buyers heed the call of wireless
• Independent analyst Jeff Kagan and Sterling Market Intelligence analyst Greg Sterling via E-Commerce Times about Yahoo Escalates Mobile Turf War With Ad Service

March 26 Roundup

Analysts in the news for March 26:

• Michael Gartenberg at JupiterResearch about iPod Love?
• Tim Bajarin at Creative Strategies via Technology Pundits about Challanges for the Cellular Phone Market
• Dean Bubley at Disruptive Analysis about VoIP is about more than telephony... but not multimedia
• Dean Bubley at Disruptive Analysis about BT building a patchwork of MVNO deals?
• Annie Turner at BKI Media about No one's prepared to give an inch to advance mobile advertising
• Bena Roberts at BKI Media about Blyk MVNO the strategy unfolds
• Seamus McAteer at M:Metrics via Forbes.com about Gadgets, Geeks, Gators
• Cliff Raskind at Strategy Analytics, Mark Donovan at M:Metrics and Bill Hughes at In-Stat via RCR Wireless News about Slim, cheap smartphones: A little something for everyone
• Charles Golvin at Forrester Research via newsobserver.com about Phones ads may adjust to weather
• NPD Group analyst Ross Rubin and Strategy Analytics analyst Neil Mawston via TechNewsWorld about Helio Promises Smooth Sailing With 'Ocean' Smartphone
• Julie Ask at JupiterResearch via RCR Wireless News about $100 Computer or sub-$50 Cellphone?
• Yankee Group analyst Linda Barrabe and IDC analyst Lewis Ward via Reuters about Shop-By-Cell Phone On the Horizon
• Credit Suisse’s Christopher Larsen via Barron’s Online Tech Trader Daily about Sprint: Credit Suisse Cuts Estimates On Higher Operating Costs

Weekend Roundup

Analysts in the news for the weekend of March 24-25:

• Gerhard Fasol at eurotechnology.japan about SoftBank's Gold Plan - Zero Yen?
• Gartner analyst Michael King and John Bucher at BMO Capital Markets via MarketWatch about CTIA Wireless show to focus on wireless services
• Bob Egan at The Tower Group via PC World about FCC Unlikely to Lift Airplane Cell Phone Ban
• Gartner analyst Todd Kort via Unstrung about RIM's Crimson Tide
• Ross Rubin at the NPD Group via InformationWeek about Google News Thinks "Zune" Is a Typo
• Nick Lane at Informa Telecoms & Media and Will Hodgman and Mark Donovan at M:Metrics via International Herald Tribune about Wireless: Tracking what people do on their cellphones
• John Jackson at M:Metrics via NewsFactor.com about Will Motorola Shakeup Include Palm Acquisition?

March 23 Roundup

Analysts in the news for March 23:

• Mark Sue at RBC Capital Markets, Cowen & Co. analyst Matt Hoffman, Brian Modoff at Deutsche Bank Securities and Albert Lin at American Technology Research via the Chicago Tribune about Motorola shares take a tumble - Analysts: Recovery unlikely until 2008
• Michael Gartenberg at JupiterResearch and Tavis McCourt at Morgan Keegan via the San Jose Mercury News about Record Treo sales lift Palm revenue
• Mark Kirstein at iSuppli, Mark Donovan at M:Metrics, Mike Goodman and Linda Barrabee at the Yankee Group via The Hollywood Reporter about Obstacles slowing mobile game growth
• James Faucette at Pacific Crest Securities, Tim Bajarin at Creative Strategies, Gartner analyst Todd Kort, Rob Sanderson at American Technology Research, Avi Greengart at Current Analysis and Bill Hughes at In-Stat via USATODAY.com about Palm shares traded heavily amidst rumors of sale
• Hugues De La Vergne at Gartner, Charles Golvin at Forrester Research and Edward Snyder at Charter Equity Research via the New York Times about As Cellphone Industry Shifts, Motorola Needs a Quick Fix and a Long-Term Plan
• Philip Cusick at Bear Stearns via Barron’s Online Tech Trader Daily about Sprint: Bear Stearns Trims Estimates On Higher Expected Subscriber Losses
• Neil Strother at JupiterResearch via the New York Times about Motorola Cuts Its Estimate of Earnings

March 22 Roundup

Analysts in the news for March 22:

• Allen Nogee at In-Stat about 1G, 2G, 3G, More-G...
• Daryl Schoolar at In-Stat about WiMAX – Yes They Like You, They Really Do
• David Chamberlain at In-Stat about US May Be Entering the Next Stage of Telecom Bundle Packaging
• Jen Wu at M:Metrics about MOBILE MUSIC USAGE IS CLIMBING, BUT NOT ALL MUSICPHONES ARE CREATED EQUAL
• Dean Bubley at Disruptive Analysis about Thoughts from VON - dualmode devices
• Stuart Carlaw at ABI Research about Google Phone - More Details, but Why?
• Ross Rubin at NPD Group about Write your own Telecoms Korea headline
• Bena Roberts at BKI Media about Blyk the first free services MVNO
• Carmi Levy at Info-Tech Research Group about Has Palm Read its Own Fortune?
• Jack Gold at J. Gold Associates, Shiv Bakhshi at IDC and Christa Quarles at Thomas Weisel Partners via Investor's Business Daily about Any Google Wireless Handset Might Be Of The Wi-Fi Variety
• Martin Garner at Ovum and Neil Mawston at Strategy Analytics via BusinessWeek about Nokia Rings in Gains on Motorola News
• Strategy Analytics analyst David Kerr via E-Commerce Times about Motorola's $1B Miss Leads to CFO's Ouster
• Jefferies and Co. analyst Bill Choi, Forrester Research analyst Charles Golvin and Charter Equity Research analyst Edward Snyder via Forbes.com about What Will Cure Motorola?
• American Technology Research analyst Albert Lin and Citigroup's Daryl Armstrong via Forbes.com about Motorola Hits Year Low After 1Q Warning
• John Jackson at M:Metrics via CIO Today about Will Motorola Shakeup Include Palm Acquisition?
• John Krause at Thrivent Financial for Lutherans, Albert Lin at American Technology Research and Inder Singh at Prudential Equity Group via Bloomberg.com about Motorola `Running Out of Scapegoats' as Profit Fades
• Piper Jaffray analyst Gene Munster via Reuters about Google building software, not cell phone
• Chris Jones at Canalys via washingtonpost.com about Nokia ships N95 phone with GPS
• Charles Guo at JP Morgan, Grand Cathay Securities' Kevin Yeh and An Sung-ho at Hannuri Securities via Reuters about Motorola warning hits Asian phone parts makers
• Ed Snyder at Charter Equity Research and Casey Ryan at Nollenberger Capital Partners via the Chicago Tribune about Motorola signals get worse

March 21 Roundup

Analysts in the news for March 21:

• Alastair Brydon at Analysys about 3G femtocells are set to accelerate fixed–mobile substitution
• Philip Solis at ABI Research about Mobile Broadband Service the Way it Should Be
• Shailendra Pandey and Stuart Carlaw at ABI Research Nokia Leading Smartphone Market with 56%, While Symbian's Share of OS Market Is Set to Fall
• Julien Blin at IDC about 10 Wireless Entertainment Companies to Watch in 2007: Small Players That Could Have Big Impact
• Nina Bonagura at IDC about Fixed-to-Mobile Convergence Will Happen in Multiple Stages Across Western European Industries
• Current Analysis analyst Kathryn Weldon, Daniel Taylor at the Mobile Enterprise Alliance, Jack Gold at J.Gold Associates and Craig Mathias at the Farpoint Group via SearchMobileComputing.com about Mobile device menus ease management, are difficult to enforce
• Michael Gartenberg at JupiterResearch via csmonitor.com about Move over, iPhone: here comes 3G
• Todd Kort at Gartner via ZDNet about It's crunch time for Palm
• Rob Enderle at the Enderle Group via BusinessWeek about Brown is the New Black
• Morningstar analyst John Slack, Lawrence Harris at Oppenheimer & Co. and Ed Snyder at Charter Equity Research via the Chicago Tribune about Palm buyout talk grows - Motorola's shares jump amid rumors
• Craig Mathias at Farpoint Group and Ken Dulaney at Gartner via Computerworld about Is Palm Inc. for sale? Analysts abuzz
• David Janazzo at Merrill Lynch via Barron’s Online Tech Trader Daily about AT&T: Merrill Ups Target, Sees Multiple Rising; iPhone Driving Store Traffic, But Won't Be Subsidized
• Paul Coster at J.P. Morgan and Casey Ryan at Nollenberger Capital via Barron’s Online Tech Trader Daily
  about Palm: Merger Fever Spreads; Rumor Has Them Announcing A Deal Tomorrow
• Cowen’s Matthew Hoffman via Barron’s Online Tech Trader Daily about Motorola: Stock Reverses As Rumors Fade; Cowen Cuts Ests On Handset Weakness
• James Faucettet at Pacific Crest Securities via Barron’s Online Tech Trader Daily about Research In Motion: Pacific Crest Sees FY Q4 Beating Ests; If Palm Is Acquired, Are They The Loser?

March 20 Roundup

Analysts in the news for March 20:

• Julie Ask at JupiterResearch about Mighty Mini Mobile Ad Network
• Gerhard Fasol at eurotechnology.japan about PASMO: IC cards for transport
• Stuart Carlaw at ABI Research about Palm Inc and Zander No More?
• Shailendra Pandey at ABI Research about Does the Idea of Mobile Phones with Universal Remote Controls Makes Sense?
• Bena Roberts at BKI Media about Medio MobileNow - new Mobile Performance Ad Network from Medio Systems
• Amrish Kacker at Analysys and Dean Bubley at Disruptive Analysis via ZDNet Asia about Handset is missing link in IMS
• John Bucher at BMO Capital Markets and Ed Snyder at Charter Equity Research via MarketWatch about Nokia fires next round in patent war with Qualcomm
• Lewis Ward at IDC and Julie Ask at JupiterResearch via the ORANGE COUNTY REGISTER about Amp'd has gone Hollywood
• Gartner analyst Mike McGuire via Reuters.com about Yahoo jumps ahead of Google on mobile phone search
• Tole Hart at Gartner via the Washington Post about Upgrading the Mobile-Phone Web
• Casey Ryan at Nollenberger Capital Partners and UBS analyst Jeffrey Schlesinger via Barron’s Online Tech Trader Daily about Nokia: Nollenberger Picks Up Coverage With Neutral Rating; UBS Ups Estimates

March 19 Roundup

Analysts in the news for March 19:

• Gerhard Fasol at eurotechnology.japan about eMobile - mobile disruption in Japan
• Seamus McAteer at M:Metrics via USNews.com about Japan, South Korea: Want a Drink? Pay With Your Phone
• Roger Kay ath Endpoint Technologies via eWeek about Microsoft Bulks Up Mobile, Search
• Dean Bubley at Disruptive Analysis via Techworld.com about Vodafone hits rip-off Wi-Fi with cheap 3G
• Avi Greengart at Current Analysis via RCR Wireless News about Targeting Device-centric Consumers
• Stuart Carlaw at ABI Research about Nokia, Qualcomm IP Clash Enters Round Three

March 16 Roundup

Analysts in the news for March 16:

• Michael Gartenberg at JupiterResearch about Birth of the iPhone
• Sharon Armbrust at JupiterResearch about Mobile TV Lessons from the East
• Craig Mathias at Farpoint Group via BusinessWeek about Sprint's All-You-Can-Talk Offer
• Philip Cusick at Bear Stearns via Barron’s Online Tech Trader Daily about Motorola: Bear Stearns Cuts Estimates; High Inventories, Weak Margins

March 15 Roundup

Analysts in the news for March 15:

• Thomas Husson at JupiterResearch about Figures, figures...
• Bena Roberts at BKI Media about Medio Systems claims mobile search leadership
• Charles Golvin at Forrester, Rob Enderle at the Enderle Group and Gene Munster at Piper Jaffray via CNBC.com about Google Entering Wireless Biz? Will They Or Won't They?
• Tobias Ryberg at Berg Insight about 66 million machines will be connected to North American cellular networks by 2011
• Tristan Gerra at Robert W. Baird via Barron’s Online Tech Trader Daily about Mobile Phones: Baird Says Parts Suppliers See "Very Weak Trends," Far Below Typical Seasonal Levels

March 14 Roundup

Analysts in the news for March 14:

• Michael Gartenberg at JupiterResearch about Best new Windows Mobile 6 Feature
• Michael Gartenberg at JupiterResearch about Lord of Devices?
• Julie Ask at JupiterResearch about Shortcodes: To Brand or Not to Brand
• Dean Bubley at Disruptive Analysis about Vodafone Euro flatrate data roaming - looks like a WiFi hotspot killer to me
• Dean Bubley at Disruptive Analysis about FMC interconnect... something will have to be done
• Dean Bubley at Disruptive Analysis about EU views on Mobile TV... policy inconsistency?
• Andreas Constantinou at VisionMobile about Rethinking application environments
• Bena Roberts at BKI Media about Microsoft to buy Tellme. Is voice search really king?
• Annie Turner at BKI Media about Strange goings on at Sprint
• Rick Sizemore at iSuppli about MPEG Sees Explosive Growth in Mobile Phones, Consumer Electronics
• Michael King at Gartner and Albert Lin at American Technology Research via the San Diego UNION-TRIBUNE about Qualcomm lands second TV role
• Thomas Abreu at Pyramid Research via Cellular-news.com about TI plans US$3.16bn 3yr investment in TIM unit
• Rob Horowitz at Directions on Microsoft and Roger Kay at Endpoint Technologies Associates via Forbes.com about Microsoft to Acquire Tellme Networks
• Gartner analyst Carolina Milanesi, Andrew Brown at IDC and Ben Wood at Collins Consulting via silicon.com about Is Google creating a Gphone?
• Robert Enderle at the Enderle Group via TechNewsWorld about NBC to Stream TV to Mobile Phones
• Lewis Ward at IDC via the Star Tribune about A phone with TV reception
• Marianne Wolk at Susquehana Financial Group via Barron’s Online Tech Trader Daily about Google: Guess Who Might Be Building A Phone
• Merrill Lynch’s Tal Liani via Barron’s Online Tech Trader Daily about Motorola: Merrill Cuts Estimates, Sees Sluggish Demand For KRZR, Slow Start For RIZR

March 13 Roundup

Analysts in the news for March 13:

• Chris Jones at Canalys about US GPS navigation market picks up speed
• Annie Turner at BKI Media about US Mobile Marketing Association has global gameplan
• Frank Dickson at iSuppli about Mobile Enablement Platform Content Market to Grow to $7.4 Billion by 2011
• UBS analyst Benjamin Reitzes via Barron’s Online Tech Trader Daily about Apple: Report iPhone's Multi-Touch Screen Technology Could Show Up In Macs, iPods…and TVs
• Wedbush Morgan’s Craig BergerBarron’s Online Tech Trader Daily about Broadcom: Wedbush Ups To Strong Buy; Lifts Ests; Sees Solid Trends In Bluetooth
• UBS analyst Alex GaunaBarron’s Online Tech Trader Daily about SanDisk: UBS Upgrades To Buy; Sees Apple Ofering 16 GB, 32 GB Flash-Based Video iPods

March 12 Roundup

Analysts in the news for March 12:

• Michael Gartenberg at JupiterResearch about Palm Hires ex-Apple Engineer to Fight the iPhone
• Shailendra Pandey at ABI Research about Freescale's MXC Cellular Platform to Reduce Time-to-Market for Handsets by up to Six Months
• Ross Rubin at NPD Group about Point and shoo, disposables
• Paul Brown and David Kerr at Strategy Analytics about Yahoo! Offers Best Mobile Web Experience
• Paul Brown and Kevin Nolan at Strategy Analytics about Windows Mobile Outlook Easiest to Configure
• Iain Gillott at iGR via RCR Wireless News about Analyst Angle: Thoughts on Mobile TV

Weekend Roundup

Analysts in the news for the weekend of March 10-11:

• Eden Zoller at Ovum about Nokia (NOK) enters mobile advertising fray
• Cody Acree at Stifel Nicolaus and Roger Kay at Endpoint Technologies Associates via Dow Jones Newswires about Shift in market may hit makers of cell-phone chips
• Gartner analyst Todd Kort and Avi Greengart at Current Analysis via internetnews.com about Is Palm (Palm) for Sale?

March 9 Roundup

Analysts in the news for March 9:

• Michelle Abraham at In-Stat about Around the World of Mobile TV Broadcasting
• Bill Hughes at In-Stat about 56% of Employers Work to Save Money on Wireless Bills, No Matter How Much it Costs
• Paolo Pescatore at IDC about Power of Mobile Bringing New Commercial Possibilities for Operators in Western Europe
• Ross Rubin at NPD Group about Palm (PALM) vs. the iPhone (AAPL)
• Forrester Research analyst Charles Golvin via Columbian.com about Craig McCaw's Clearwire fails to excite investors after IPO

March 8 Roundup

Analysts in the news for March 8:

• Sharon Armbrust at JupiterResearch about Wireless Still a Sideshow at Comcast
• Pamela De Luca and Kevin Nolan at Strategy Analytics about MySpace Mobile Gives Social Networking Addicts Their Fix
• Rob Semple at Credit Suisse via Barron’s Online Tech Trader Daily about Apple (AAPL): Slow Down Our Disk Drives

March 7 Roundup

Analysts in the news for March 7:

• David Schatsky at JupiterReseach about Welcome Back, Michael
• Bill Hughes at In-Stat about Government, Healthcare Take Lead in Mobile Data Use
• Dean Bubley at Disruptive Analysis about FMC... does it break the interconnect charging model?
• Roger Entner at Ovum via Computerworld about AT&T (T), Verizon (VZ) launch DVR programming by cell phone
• Ovum analyst Roger Entner and Gartner analyst Ken Dulaney via Unstrung about Google (GOOG) Spy: Big Team Picking Up Phone
• Brantley Thompson at Goldman Sachs via Barron’s Online Tech Trader Daily about Motorola (MOT): Goldman Trims Ests; Sees Margin Pressures, Market Share Losses

March 6 Roundup

Analysts in the news for March 6:

• Daryl Schoolar at In-Stat about Wi-Fi, WiMAX, and 3G Will Coexist and Compete for Wireless Data Delivery
• Dean Bubley at Disruptive Analysis about Unified communications... yet another naked emperor?
• Ross Rubin at NPD Group about Putting Palm (PALM) in HP’s (HPQ) hands
• Bena Roberts at BKI Media about Nokia (NOK) to use Ad Tags for new Nokia Ad Service and Nokia Advertising Connector
• Daniel Locke at Pyramid Research, Derek Kerton at the Kerton Group and Mike Roberts at Informa Telecoms & Media via Computerworld about Mobile WiMax vs. 3G: Will faster and cheaper win?

Shameless Plug #2: PolitiComix Blog

I promise to get back to posting just daily roundups, but my friend Roberto over in Japan has started the PolitiComix Blog. Check out his amusing commentary on the U.S. political scene. Sometimes I don't know whether to laugh or cry...

Shameless Donation Request

Apologies for the last minute plug, but my daughter's elementary school in Moraga, California is having a fund-raising auction this weekend. If any kind-hearted reader and/or their company would like to donate a cool, new mobile device to help raise funds so upper middle class kids can receive even better educational opportunities then please email me at the address to the left for more detail. Any support would be greatly appreciated. Now back to the regular programming.....

March 5 Roundup

Analysts in the news for march 5:

• Kanishka Agarwal at Telephia about Mobile Game Revenue in the U.S. Hits $151 Million in Q4 2006 With Strong Year-Over-Year Growth
• Christopher Taylor and Stephen Entwistle at Strategy Analytics about W-EDGE Proliferates at 3GSM
• Carolina Milanesi at Gartner, Geoff Blaber at IDC and Jeremy Green at Ovum via silicon.com about Nokia (NOK) - Palm (PALM) union doubted by experts
• CCS Insight analyst Ben Wood and Gartner analyst Ken Dulaney via FOXNews.com about Palm Stock Up Amid Rumors Company Up for Sale
• Jonathan Hoopes at ThinkEquity via Barron’s Online Tech Trader Daily about Research In Motion (RIMM): With Stock Option Probe Done, Is It Time To Buy?
• Casey Ryan at Nollenberger Capital and J.P. Morgan’s Paul Coster via Barron’s Online Tech Trader Daily about Palm Reportedly Mulls Options; Two Analysts Downgrade, Find Sale Unlikely
• RBC’s Mark Sue via Barron’s Online Tech Trader Daily about Motorola (MOT): RBC Trims Target, Ests; Sees Q4 "Mess" Spilling Into Q1

Weekend Roundup

Analysts in the news for the weekend of March 3-4:

• Dean Bubley at Disruptive Analysis about GPS-enabled handsets....a pedestrian problem
• Dean Bubley at Disruptive Analysis about Unsubsidised "vanilla" phones... are we waiting for the "Swatch" effect?
• Ross Rubin at NPD Group about Cornice switching to flash memory
• Dan Locke at Pyramid Research about WiMAX Spectrum More Expensive in Developing Markets
• Casey Ryan at Nollenberger Capital Partners and Avi Greengart at Current Analysis via IDG News Service about Nokia (NOK) - Palm (PALM) buyout reports baffle some experts
• Jan Dawson at Ovum via USATODAY.com about Dual-mode handsets might not sell as well as predicted
• Yankee Group Research analyst Charles Moon and IDC analyst Lewis Ward via the Pittsburgh Post-Gazette about Cell-phone TV: Flashy, yes. But flash in the pan?

March 2 Roundup

Analysts in the news for March 2:

• Dean Bubley at Disruptive Analysis about Mobile and advertising - forget about one-to-one marketing
• Ross Rubin at NPD Group about Bluetooth: Sony’s new Memory Stick
• Karri Rinta at Handelsbanken Capital Markets and Carolina Milanesi at Gartner via Bloomberg.com about Nokia (NOK), Motorola (MOT) Widen Lead on Record Handset Sales
• Carolina Milanesi, Tuong Nguyen and Hugues De La Vergne at Gartner about Worldwide Mobile Phone Sales Grew 21 Percent in 2006
• Ross Rubin at NPD Group via TechNewsWorld about New Sony Walkman to Battle Video MP3 Makers
• Richard Windsor at Nomura via the Guardian Unlimited Business about Mr BlackBerry (RIMM) - $2bn geek who started with Lego
• Ed Snyder at Charter Equity Research and Casey Ryan at Nollenberger Capital Partners via the Chicago Tribune about Icahn may up Motorola holdings
• Julie Ask at JupiterResearch and David Chamberlain at In-Stat via the Chicago Tribune about Push afoot for walkie-talkies

March 1 Roundup

Analysts in the news for March 1:

• David Card at JupiterResearch about We (Still) Don't Need No Stinkin' Sideloads
• Julie Ask at JupiterResearch about MYSBUX: Training your Customers
• Julie Ask at JupiterResearch about Cross-Carrier Promotions Fall Short on American Idol
• Dean Bubley at Disruptive Analysis about [Personal story] O2 - incompetence verging on negligence
• Scott Ellison at IDC about Don't Underestimate Full Potential of Mobile Marketing
• Dean Bubley at Disruptive Analysis about Mobile network backhaul upgrades... are we there yet?
• Bena Roberts at BKI Media about What is Google (GOOG) Mobile up to?
• Ovum analyst Roger Entner via Reuters about Verizon (VZ) kicks off cell phone TV |
• Ovum analyst Roger Entner and Clay Ryder at Sageza Group via PC World about Nokia (NOK) Pushes Pay-by-Phone Venture
• Julie Ask at JupiterResearch via The Seattle Times about Looking for Starbucks? Just send a text message
• Gartner analyst Ken Dulaney and Jack Gold at J. Gold & Associates via Investor's Business Daily about Dual-Mode Phones Straddle Both Sides Of Wireless War
• Albert Lin at American Technology Research via Barron’s Online Tech Trader Daily about Motorola (MOT): The StarTac Is Back
• Tim Long at Bank of America via Barron’s Online Tech Trader Daily about Nokia Exec Sees Huge Growth In SmartPhones; Assessing The iPhone
• Lehman’s Harry Blount and Morgan Stanley’s Kathryn Huberty via Barron’s Online Tech Trader Daily about Apple (AAPL): Lehman Upgrades; Cites New Products, Falling Chip Prices; Morgan Sees Big iPhone Sales