April 30 Roundup

Analysts in the news for April 30:

• Ross Rubin at NPD Group via Engadget about Switched On: Spreadable fruit
• Dean Bubley at Disruptive Analysis about xG Technology's xMax - I guess we'll know if it works fairly soon....
• Andreas Constantinou at VisionMobile about Prague or Berlin ? Behind the scenes of the SIM industry
• Bena Roberts at BKI Media about Are on device portals doing enough to educate the consumer?
• James McQuivey at Forrester Research and Michael Gartenberg at JupiterResearch via Computerworld about Microsoft eyes new Zune players in battle with iPod
• Ross Rubin at NPD Group via CNET News.com about GPS traffic reports for impatient drivers
• Miro Kazakoff at Compete via RCR Wireless News about Internet now key part of marketing
• JupiterResearch analyst Julie Ask via RED HERRING about Limbo 41414 Grabs $7M
• David Chamberlain at In-Stat via E-Commerce Times about M-Commerce Hot Spots, Part 1: Beyond Ringtones and Wallpaper

April 27 Roundup

Analysts in the news for April 27:

• Dean Bubley at Disruptive Analysis about Handsets, Naked SIP, openness, VoIP, N95s and operator intervention
• Thomas Husson at JupiterResearch via the International Herald Tribune about Social networking, now in your pocket
• Gartner analyst Todd Kort via Redmond Developer News about Windows Mobile 6 to Get Boost from Palm

April 26 Roundup

Analysts in the news for April 26:

• Compete about The (Re)Birth of Mobile Banking
• Bill Hughes at In-Stat about Mobile Security – Still Misunderstood
• Michael Gartenberg at JupiterResearch about the Missing Link on the Road
• Jake Saunders at ABI Research about Could Nokia Stumble?
• Jake Saunders at ABI Research about Weakness in Motorola’s Handset Division
• Chris Ambrosio and Bonny Joy at Strategy Analytics about Increased Handset Choice Will Not Aid DVB-H Mobile TV Growth
• Seeking Alpha about QUALCOMM F2Q07 (Qtr End 4/1/07) Earnings Call Transcript
• Seeking Alpha about Apple F2Q07 (Qtr End 3/31/07) Earnings Call Transcript

April 25 Roundup

Analysts in the news for April 25:

• Gemma Tedesco at In-Stat about Mobile WiMAX Quickly Taking Over WiMAX IC Market
• Chris Crotty at iSuppli about When the Consumer Electronics Market Gets Tough, the Tough Get Mobile
• Thomas Abreu at Pyramid Research via Cellular-News about Telefonica reaches agreement with PT to control Vivo
• Albert Lin at American Technology Research via the Associated Press about Qualcomm 2Q Profits Jump 22 Percent
• Nomura Securities analyst Richard Windsor via Unstrung about Mobile Weakness Marks AlcaLu Malaise
• Lewis Ward at IDC via the San Francisco Chronicle about VIDEO REVOLUTION: A different kind of TV /Mobile TV answers the call
• JupiterResearch analyst Neil Strother via TechNewsWorld about New BlackBerry Lets Sprint, Verizon Users Go Global

April 24 Roundup

Analysts in the news for April 24:

• Julie Ask at JupiterResearch about Mobile Ad Inventory Fragmentation? or Multi-channel?
• Michael Gartenberg at JupiterResearch about iPhone - How will Apple's entry affect handset and other markets
• Dean Bubley at Disruptive Analysis about More motion-sensing phones...
• Bena Roberts at BKI Media about Mobile Search Conference: Is Google faking it?
• Bena Roberts at BKI Media about Yahoo! The branded white label mobile search company?
• Todd Kort at Gartner via NewsFactor Network about NTT DoCoMo Debuts Motion-Sensing Mobile Phones
• Miro Kazakoff at Compete and Tole Hart at Gartner via ComputerWorld about iPhone will test loyalty of cellular customers
• Ken Dulaney at Gartner and Avi Greengart at Current Analysis via IDG News Service about AT&T to Target iPhone to Enterprises
• Bank of America’s Tim Long and Scott Craig and Lehman’s Yuri Krapivin via Barron’s Online Tech Trader Daily about Mobile Phones: B of A Cuts '07 Growth View To 8% From 15%; Bad For FLEX; Is MOTOFONE History?

April 23 Roundup

Analysts in the news for April 23:

• Ross Rubin at NPD Group via Engadget about Switched On: Windows Mobile success deserves a better successor
• Ross Rubin at NPD Group about The how of now
• Dean Bubley at Disruptive Analysis about HSPA and "accidental VoIP"
• Bena Roberts at BKI Media about AT&T InfoSpace and MEdia Net
• Tina Teng at iSuppli about Samsung Surges in Q1 Mobile-Phone Market
• M:Metrics analyst Seamus McAteer via Cape Cod Times about The new snail mail
• Jule Ask at JupiterResearch via RCR Wireless News about Emerging Opportunities for Operators and Marketers
• RBC Captial’s Mike Abramsky via Barron’s Online Tech Trader Daily about Palm: Throwing The Hail Mary

April 20 Roundup

Analysts in the news for April 20:

• Vinita Jakhanwal at iSuppli about Mobile Phones Drive Small/Medium LCD Shipments Past 3.8 Billion Units in 2007
• Ramon Llamas and Ryan Reith at IDC about Mobile Phone Shipments Grow 10.0% Year Over Year, Slower Than Previous Quarters
• Lehman’s Jeff Kvaal via Barron’s Online Tech Trader Daily about Palm: Lehman Upgrades To Neutral On Rapid Market Growth, Steadying Competition

April 19 Roundup

Analysts in the news for April 19:

• Ian Fogg at JupiterResearch about Blackberry Cold Turkey Learnings
• Dean Bubley at Disruptive Analysis about VoIP and the Nokia N95
• Philip Solis at ABI Research about Qualcomm Gradually Embracing WiMAX
• Annie Turner at BKI Media about SFR Mobile TV
• Carmi Levy at Info-Tech Research Group via TorontoSun.com about CrackBerry addicts writhe in pain
• Jack Gold at J.Gold Associates via InformationWeek about How To Prepare For Another BlackBerry Crash
• Brant Thompson at Goldman Sachs, James Faucette at Pacific Crest Securities and Brian Modoff at Deutsche Bank Securities via the Chicago Tribune about For Motorola, 'some really tough sledding'
• Neil Mawston at Strategy Analytics via Mobile Today about No Easter eggs for consumers
• Charles Golvin at Forrester Research via The Boston Globe about Airvana files to go public
• Carolina Milanesi at Gartner via Dow Jones about Nokia Says U.S. Turnaround Unlikely Until 2008
• Niklas Lund at Alandsbanken Asset Management, Ilkka Rauvola at Evli Bank and Richard Windsor at Nomura Securities via Bloomberg.com: Europe about Nokia First-Quarter Net Falls; Stock Gains on Margins
• Seeking Alpha about Nokia Q1 2007 Earnings Call Transcript
• Bear Stearns analyst Philip Cusick, Lawrence Harris at Oppenheimer and Mats Nystrom at SEB Enskilda via Barron’s Online Tech Trader Daily about Nokia: Q1 Sales +4%; Mobile Phones -5%; ASP -13.5%; Stock Gains On Higher Margins

April 18 Roundup

Analysts in the news for April 18:

• Michael Gartenberg at JupiterResearch about Blackberry Blackout
• Mark Donovan at M:Metrics about INCREASING CAMERAPHONE OWNERSHIP FORCES A NEW FOCUS FOR GRAPHICS PUBLISHERS
• Carmi Levy at Info-Tech Research Group and Daniel Taylor at Mobile Enterprise Alliance via InformationWeek about BlackBerry Shutdown Sends Danger Signal For RIM
• Nick Agostino at Research Capital and Carmi Levy at Info-Tech Research Group via Reuters about RIM says most BlackBerry service restored
• Dan Taylor at Mobile Enterprise Alliance, Gene Signorini at Yankee Group and Todd Kort at Gartner via CNET News.com about BlackBerry outage: RIM a victim of its own success?
• Gene Signorini at Yankee Group via Computerworld about AT&T announces integration of wired and wireless services
• Kathryn Weldon and Avi Greengart at Current Analysis and Daniel Taylor, at Mobile Enterprise Alliance via SearchMobileComputing.com about BlackBerry outage cuts off millions
• Nomura analyst Richard Windsor, Martin Garner at Ovum and Neil Mawston at Strategy Analytics via BusinessWeek about Nokia: Back to the Glory Days?
• Stephen Baker at NPD Group and Ken Dulaney at Gartner via MarketWatch about BlackBerry service disrupted; some outages persist
• Piper Jaffray analyst Thomas Michael Walkley via Forbes.com about Little Outrage Over BlackBerry Outage
• Jefferies & Co. analyst William Choi and Kenneth Leon at Standard & Poor's via Bloomberg.com about Motorola Posts First-Quarter Loss After Price Cuts
• American Technology Research analyst Shaw Wu via Barron’s Online Tech Trader Daily about Apple: Report AT&T Could Pay $50-$150 Subsidy For iPhone
• Prudential’s Inder SinghBarron’s Online Tech Trader Daily about Motorola: Q1 Results Weak (As Expected); Q2 Guidance Light; But Stock Rising

April 17 Roundup

Analysts in the news for April 17:

• Christianne Pang at Telephia about Moving Residences Prompts Consumers to Re-evaluate Their Purchases of Communications and Entertainment Services
• Michael Gartenberg at JupiterResearch about Mobile Shopping?
• Michael Gartenberg at JupiterResearch about It's hard to commit
• Julie Ask at JupiterResearch about Shopping with Text Messaging ... Is it New?
• Julie Ask at JupiterResearch about Parental Controls on Cell Phones for Kids
• Ross Rubin at NPD Group about WiMAX crop getting ready to drop
• Ross Rubin at NPD Group about emoze woes
• Bena Roberts at BKI Media about The Orange Idle Screen and the barcode issue
• Jon Collins at Freeform Dynamics about Blackberry vs Universal: the First Heat
• Roger Entner at IAG about The differences between Activist Shareholders
• Charles Golvin at Forrester Research via the International Herald Tribune about Fast cellphones aim to unseat laptops
• Jefferies & Co. analyst Bill Choi and Piper Jaffray analyst T. Michael Walkley via Forbes.com about Earnings Preview: Motorola
• Gemma Tedesco at In-Stat about Could Wi-Fi-Only Phones Replace Cellular?
• Charter Equity Research analyst Ed Snyder, J.P. Morgan analyst Ehud Gelblum and Merrill Lynch analyst Tal Liani via thestreet.com about Muddy Trails for Motorola

April 16 Roundup

Analysts in the news for April 16:

• Thomas Husson at JupiterResearch about Mobile TV news
• Philip Solis at ABI Research about Sprint Nextel Continues to Drive the Mobile Broadband Market Forward
• Forrester Research analyst Charles Golvin via E-Commerce Times about Nokia Promises Tougher Patent Fight After Qualcomm Rejects Payment
• Avi Greengart at Current Analysis via RCR Wireless News about The Importance of Functional Branding for Handsets
• David Chamberlain at In-Stat via washingtonpost.com about Firm Tries to Ring Up Cellphone Ad Dollars
• Gartner analyst Ken Dulaney, Tony Rizzo at The 451 Group and ThinkEquity analyst Jonathan Hoopes via the RED HERRING about Apple’s Mobile Force?

Friday the 13th (April) Roundup

Analysts in the news for April 13:

• Julie Ask at JupiterResearch about Can Better UI's Sell Content?
• Julie Ask at JupiterResearch about Kiddy Cell Phones Dropped by Carriers
• Dean Bubley at Disruptive Analysis about Wireless VoIP provider Barablu bidding for GSM spectrum
• Michael Gartenberg at JupiterResearch, Tim Bajarin at Creative Strategies and Ingrid Ebeling at JMP Securities via the San Francisco Chronicle about Apple's iPhone will ship on time but Leopard lags
• Albert Lin at American Technology Research via MarketWatch about Broadcom alleges misconduct in suit vs Qualcomm
• Dr Richard Windsor at Nomura International via MobileToday about Samsung reports record handset sales
• Roger Entner at IAG Research via the San Antonio Express-News about AT&T reaps big profits from 'American Idol'

April 12 Roundup

Analysts in the news for April 12:

• Eden Zoller at Ovum about Yahoo! steps up attack on mobile advertising ? and beyond
• Hampus Jakobsson at VisionMobile about The headaches of being a handset OEM
• Shailendra Pandey at ABI Research about Why KDDI’s Entry in the US is a Surprising but Sensible Move?
• Bena Roberts at BKI Media about convergence vs voice
• Jack Gold at J. Gold Associates and Shiv Bakhshi at IDC via Investor's Business Daily about Nokia, Motorola, RIM Strive To Attract Application Developers
• Jack Gold at J. Gold Associates via Computerworld about Dell folds Axim, may be eyeing Palm purchase
• Barron’s Online Tech Trader Daily about Research In Motion: Stock Slumps On FY Q4 Report; Expectatons Got Out Of Hand
• American Technology Research analyst Shaw Wu via Barron’s Online Tech Trader Daily about Apple: AmTech Ups March Qtr Ests; Raises iPod Forecast, But Lowers View On Macs

April 11 Roundup

Analysts in the news for April 11:

• Michelle Abraham at In-Stat about Mobile TV Continues Slow, Steady Growth
• Thomas Husson at JupiterResearch about JamStar Records
• Mark Mulligan at JupiterResearch about Where have all the ring tones gone?
• Dean Bubley at Disruptive Analysis about DoCoMo Intel dual-OS handsets for enterprise use
• Ross Rubin at NPD Group about SlingCatcher in the Rye
• Dr. Jagdish Rebello at iSuppli about Indian Mobile-Phone Subscribers to More Than Triple From 2006 to 2011
• Carmi Levy at Info-Tech Research Group via Reuters.com about RIM profit up sharply, says SEC upgrades probe
• Svetlana Issaeva at Pyramid Research about FMC Subscribers to Reach 18m in 2011
• T. Michael Walkley at Piper Jaffray and Matt Kelmon at Kelmoore Investment via thestreet.com about RIM Looks to Break Out
• Barron’s Online Tech Trader Daily about Palm: Shares Slip After Analyst Meeting; No Signs Of Imminent Takeover; Speculation On Ultra-Mobile PC

April 10 Roundup

Analysts in the news for April 10:

• Julie Ask at JupiterResearch about Disney ARPU Isn't Kid Stuff
• Dean Bubley at Disruptive Analysis about SonyEricsson K750: first-to-market featurephone with Naked SIP?
• Bena Roberts at BKI Media about The Mobile Advertising Company Radar
• Roger Entner at IAG about And another from the “What have they been thinking?” folder
• James Quin at Info-Tech Research Group via eChannelLine about Symantec offers PC-like security to Windows Mobile devices
• Neil Mawston at Strategy Analytics via the News Sun about Cell phones that fit your budget
• Stephen Baker at NPD Group via the NewsFactor Network about Can Apple Sell 100 Million More iPods?
• NPD analyst Stephen Baker via the Chicago Tribune about SanDisk Partnering With Yahoo Music Unit
• Gartner analyst Todd Kort via Unstrung about Palm's Open Source Hope
• Piper Jaffray analyst Gene Munster via The Mac Observer about iPod, iTunes Gain in Popularity Among Teens
• Gene Munster at Piper Jaffray via BusinessWeek about Kids eat up Apple
• Prudential’s Jesse Tortora via Barron’s Online Tech Trader Daily about Apple: Pru Ups Ests; Sees Two New Video iPods, Including 16GB Flash Model, 60 GB Hard Drive Model

April 9 Roundup

Analysts in the news for April 9:

• IdaRose Sylvester at IDC about SanDisk WiFi PMP--When Gorgeous Technology Fails to Ignite the Market
• David Card at JupiterResearch about SanDisk WiFi's Yahoo Music
• Iain Gillott at iGR via RCR Wireless News about Tweens, Teens and Other Assorted Nightmares
• Pacific Crest’s James Faucette via Barron’s Online Tech Trader Daily about Research In Motion: Pacific Crest Ups Estimates On Strong 8800 Demand
• Roger Entner at IAG about 2007 CTIA Post-Mortem

Weekend Roundup

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

• Dean Bubley at Disruptive Analysis about Evolving enterprise comms & Microsoft: it's not just about mobility and FMC
• Andreas Constantinou at VisionMobile about Bye Bye Browser
• Ross Rubin at NPD Group about Mobile video could use mobile AppleTV
• Ross Rubin at NPD Group about Broken Jawbone
• Bena Roberts at BKI Media about Yahoo! Podcast and Media Tagging Patents

April 6 Roundup

Analysts in the news for April 6:

• Thomas Husson at JupiterResearch about Back from Jerusalem
• Jack Gold at J. Gold Associates via Network World about Windows phone users get new data access option
• Stuart Carlaw at ABI Research, Ross Rubin at the NPD Group and Bob Egan at the Tower Group via LinuxInsider about The Steady Migration of Smartphones to Linux
• Christopher Baggini at Gartmore Funds via Barron’s Online Tech Trader Daily about How Much Pain for Broadcom from Motorola?

April 5 Roundup

Analysts in the news for April 5:

• Michael Gartenberg at JupiterResearch about First iPod Virus.. or just silly headline
• Dean Bubley at Disruptive Analysis about Geo-locking femtocells
• Dean Bubley at Disruptive Analysis about Making handsets bearer-aware or location-aware for FMC
• Stuart Carlaw at ABI Research about and the Winner is ........ Sagem (no seriously)
• Bena Roberts at BKI Media about The Idle Screen Radar
• Michael King at Gartner via the San Jose Mercury News about Nokia, Qualcomm trade salvos as licensing deal nears expiration
• Piper Jaffray analyst Gene Munster and Samir Bhavnani at Current Analysis via the RED HERRING about iPod Wannabes’ Slice of Apple
• Charles Golvinat Forrester ResearchBusinessWeek about Do-It-Yourself Wireless
• Phillip Redman at Gartner via the San Francisco Chronicle about Despite airplane phone ban, some people just don't get it
• Piper Jaffray analyst T. Michael Walkley and Stifel Nicolaus analyst Cody Acree via Associated Press about Qualcomm Shares Slip on Nokia Payment
• Richard Windsor at Nomura via BusinessWeek about Nokia pays Qualcomm $20M for licenses
• Brantley Thompson at Goldman SachsR and Rob Sanderson at American Technology Research via Barron’s Online Tech Trader Daily about Research In Motion: Goldman Ups Ests On Strong Pearl Sales; AmTech Says Street Ests Too Low

April 4 Roundup

Analysts in the news for April 4:

• Victor Liu at In-Stat about Solid Foundation Now in Place for WiMAX in Asia/Pacific
• Julien Blin at IDC about 4Q06 Sprint Nextel Regained Its Lead in Terms of Blended Data ARPU Among the U.S. Wireless Carriers
• Stacy Sudan at IDC about Expanding Needs for Mobile Device Security Software Will Drive Revenue Growth Over the Next Five Years
• Ross Rubin at NPD Group about Mobile TV, hold the phone
• Ross Rubin at NPD Group about Smartphones and media like PB & pickles
• Ross Rubin at NPD Group about Gauging the Ocean’s tide
• NPD analyst David Riley and Parks Associates analyst Michael Cai via TechNewsWorld about Sony Shaves $30 Off PSP Price
• Todd Kort, at Gartner via the Chicago Tribune about Microsoft connects on cell phones
• Ross Rubin at NPD Group, Gregory Melich at Morgan Stanley, Andy Hargreaves at Pacific Crest Securities and Lehman analyst Alan Rifkin via the Investor's Business Daily about Best Buy, Wal-Mart Take On RadioShack In Cell Phone Retail
• Richard Windsor at Nomura via the Financial Times about Qualcomm hopes to avoid Nokia conflict
• Per Lindberg at Dresdner Kleinwort via Barron’s Online Tech Trader Daily about Mobile Phones: Get Ready For An Ugly Quarter
• IDC's Julien Blin via InformationWeek about Verizon Regains Lead In Wireless Subscribers; Sprint Gets Some Good News

April 3 Roundup

Analysts in the news for April 3:

• Wayman Leung and Neal Bonner at Telephia and Arbitron about Mobile Audio Is a Significant Growth Opportunity
• Bill Hughes at In-Stat and Michael King at Gartner via TechNewsWorld about Consumer: Mozilla Minimo 0.2 Enters Crowded Mobile Browser Market
• Michael Gartenberg at JupiterResearch via Scripps Howard News Service about ‘Five R’s’ help heal ailing iPods
• Charles Golvin at Forrester Research via THERECORD.COM about Status or safety?
• Richard Windsor at Nomura via the International Herald Tribune about Cellphone myths, and little-known facts
• Charter Equity Research analyst Ed Snyder and Prudential analyst Inder Singh via Reuters about Qualcomm files new patent suits against Nokia
• Gene Munster at PiperJaffray, Ben Reitzes at UBS and J.P. Morgan’s Bill Shope via Barron’s Online Tech Trader Daily about Apple: DRM-Free Music Is A Big Plus…Or Maybe It Isn't
• Kevin Hunt at Thomas Weisel Partners via Barron’s Online Tech Trader Daily about Apple: Weisel Ups Estimates On Falling NAND Prices
• Kaufman Bros. analyst Todd Mitchell via Barron’s Online Tech Trader Daily about Sony Cuts PSP Pricing; Video Game Stocks Tick Higher; Getting Ready For PSP 2.0
• Roger Entner at IAG Research via the heraldsun.com about Bell signals Motricity successes

April 2 Roundup

Analysts in the news for April 2:

• Michael Gartenberg at JupiterResearch about DRM Free Music from Apple and EMI Isn't Likely to Help Other Players
• Mark DeVoss at iSuppli about Spansion Takes Lead in 2006 Mobile-Phone Flash Market
• Kathryn Weldon and Larry Hettick at Current Analysis via Network World about Symantec offers mobile security; Motorola takes voice, data mobile
• Forrester's Charles Golvin, Roger Entner at IAG Research and Gerry Purdy at Frost & Sullivan via TIME about Banking Goes Mobile
• Ross Rubin at NPD Group and Samir Bhavnani at Current Analysis via TheStreet.com about Microsoft in the Zune
• Merrill Lynch’s Vivek Arya via Barron’s Online Tech Trader Daily about Research In Motion: Merrill Ups Estimates On Strong Smartphone Demand

Weekend Roundup

Analysts in the news for the wekekend of March 31/April 1:

• Dean Bubley at Disruptive Analysis about Nokia N800.... yeah OK it's cool, but please don't overdo the hype
• John Barrett at Parks Associates and independent analyst Jeff Kagan via the Dallas Morning News about 4 carriers have all the say on what's on cellphones
• Todd Kort at Gartner via the Chicago Tribune about Microsoft connects on cell phones
• Ryan Reith and Ramon Llamas at IDC via Americas Network about Smartphone market gaining steam
• Richard Windsor at Nomura via the International Herald Tribune about Cellphone myths, and little-known facts
• Kanishka Agarwal at Telephia via the Chicago Tribune about Are phone users glued to the tube?
• Philippe Winthrop at Aberdeen Group, Avi Greengart at Current Analysis and Ken Dulaney at Gartner via the Investor's Business Daily about Security Issues Continue To Shake Up Handhelds