May 31 Roundup

Ted Dean at BDA Limited offers up some very interesting numbers from China at CNET News.com that help put the size of the mobile market in perspective. According to Dean, 200,000 new cell phone accounts are opened daily in China. Also there are "500 million active cell accounts in China, and the number will grow to around 784 million by 2011." BDA predicts that "239 million people will access the Internet by cell phone in 2011."

Dean adds the numbers are based on sim cards, and some people have more than one. For example, "Beijing citizens who visit Shanghai quite a bit, for instance, might have a card for each city to avoid roaming charges. BlackBerry owners often base their accounts in Hong Kong because that's where the service is available."

If accurate, those are monster numbers and the potential easily dwarfs the saturated U.S. market...

Analysts in the news for May 31:

• Dean Bubley at Disruptive Analysis about BT Fusion and Orange Unik
• Bena Roberts at BKI Media about The Mobile Advertising marketing who is next on the buy list?
• Brian Modoff at Deutsche Bank, Banc of America Securities analyst Tim Long and Ehud A. Gelblum at JPMorgan via Forbes.com about Motorola Edges Up
• Mehar Zulfikar at Strategy Analytics about Linux Transforming the Mobile Phone Industry
• Paul Brown and David Kerr at Strategy Analytics about Portal Usability Costs US Operators $110M in Missed Games Revenue
• Tower Group analyst Bob Egan via Computerworld about Mobile banking still slow to catch on in U.S.
• NPD analyst Ross Rubin and JupiterResearch analyst Neil Strother via TechNewsWorld about Palm Unveils a Two-Hander
• Carolina Milanesi, Ann Liang, Nahoko Mitsuyama, Tuong Nguyen and Hugues De La Vergne at Gartner about Strong Results in Asia/Pacific and Japan Drove Worldwide Mobile Phone Sales to 14 Percent Growth in the First Quarter of 2007
• Craig Mathias at Farpoint Group, Gartner analyst Stan Bruederle and Jack Gold at J. Gold Associates via eWeek about Broadcom, Qualcomm Promise Further Legal Action

May 30 Roundup

Big news today is Palm's new Foleo thingy. I'm no rocket scientist and maybe this is just way too over my puny head, but I just don't understand who and where the market is for this mobile, thin-client, bigger than a device device. Am I the only one too stupid to figure it out? Is this a consumer play or enterprise? Or just something gadget geeks who need the latest thing will buy? As a consumer, do I really need this when I can get a more fully functional MacBook for the heavy stuff to complement my Windows Mobile smartphone for the light email and Internet access?

I'm guessing the enterprise is the target because that's where the money is, but will IT want to support it in lieu of or in addition to the ubiquitous notebooks for the mobile worker? Your guesses are as good as mine because at first glance I just can't see it happening. Then again, what do I know as I work in marketing...

Analysts in the news for May 30:

• Bill Hughes at In-Stat about Will the Apple iPhone Ignite the US Multimedia Phone Market?
• Michael Gartenberg at JupiterResearch about Palm Announces "Foleo" - First Take
• Michael Gartenberg at JupiterResearch about A Few More Foleo Details
• Tim Bajarin at Creative Strategies via PC Magazine about hands-On with the Palm Foleo
• Jake Saunders at ABI Research about Insight on Vodafone's Gameplan
• Sean Ryan at IDC about Adoption of Converged Mobile Devices by Enterprises Worldwide to Reach 82 Million Units by 2011
• Carmi Levy at Info-Tech Research Group via InformationWeek about Palm's Foleo Fails To Wow Followers
• William Choi at Jefferies & Co. and Piper Jaffray & Co.'s T. Michael Walkley via Bloomberg.com about Motorola to Shed 4,000 Jobs in Second Round of Cuts
• Todd Kort at Gartner and Jack Gold at J.Gold Associates via thestreet.com about Palm, New Device Out of Touch
• Jari Honko at eQ Bank Limited and Gartner analyst Carolina Milanesi via BusinessWeek about Nokia's Do-Everything Phone
• ThinkEquity’s Jonathan Hoopes via Barron’s Online Tech Trader Daily about The Early Read On The Palm Foleo; ThinkEquity Upgrades To Buy

May 29 Roundup

Two interesting mobile storage-related posts from different parts of the equation. Ross Rubin at NPD Group posts from his Out of the Box blog why memory cards are not getting the job done from a sharing mobile content perspective when compared to standalone personal media devices. Over at iSuppli, Frank Dickson discusses the challenges mobile operators face weaning subscribers from sideloading content.

In my opinion, for the time being in the U.S, the PC will be the primary conduit for getting content on and off mobile devices regardless of whether or not the network is high speed and onboard storage is removable (i.e. memory card). Personally, I can't recall the last time my microSD card was removed from my Samsung Blackjack and inserted into a different device. Too much of a hassle in my book.

Other analysts in the news for May 29:

• Daryl Schoolar at In-Stat about Market Pioneers Still Hold Dominant Market Share Position for WiMAX Equipment in 2006
• Ross Rubin at NPD Group about The iPhone may rise as others don’t sync
• Jack Gold at J. Gold Associates via IDG News Service about Palm to launch new mobile device
• John Delaney at Ovum via silicon.com about Vodafone's books looking less red
• Michael McGuire at Gartner via NewsFactorNetwork about Microsoft: One Million Zunes Sold and Counting

Memorial Day Roundup

Analysts in the news for the Memorial Day weekend:

• Dean Bubley at Disruptive Analysis about xMax revisited - a Qualcomm employee is critical
• Dean Bubley at Disruptive Analysis about If you call a phone a "computer", do you regulate differently?
• Dean Bubley at Disruptive Analysis about Customer perceptions of value - domestic vs international calls
• Dean Bubley at Disruptive Analysis about Differing perceptions of smartphones
• Miro Kazakoff at Compete via RCR Wireless News about Why market share doesn’t tell the whole story (But you knew that already)
• Yankee Group analyst Zeus Kerravala, Gartner analyst Ken Dulaney, Alan Weckel at Dell'Oro Group and Elizabeth Herrell at Forrester Research via IDG News Service about Will enterprises hang up on desk phones?
• Prudential’s Jesse Tortora via Barron’s Online Tech Trader Daily about Apple: Pru Raises Target, Estimates; Sees Mac Momentum, New iPods Coming Soon
• Roger Entner at IAG Research via The Kansas City Star about A juicy Apple ripens

May 25 Roundup

Analysts in the news for May 25:

• Julie Ask at JupiterResearch about Google Bidding on 700 MHz?
• Albert Lin at American Technology Research, Carmi Levy at Info-Tech Research Group, John Slack at Morningstar and David Weissman at Zacks Investment Research via the Daily Herald about Analysts debate Motorola’s next move
• Harvey Cohen and Kevin Nolan at Strategy Analytics about 90 Percent of Handset Owners Rate Apple iPhone Experience Superior
• Gartner analyst Todd Kort via CIO Today about Nokia Patents Mobile Lightning Sensor
• Levi Shapiro at Telephia via the RED HERRING about Streamezzo Closes Series B
• André Malm at Berg Insight about smartphone shipments will exceed 100 million units in 2007
• Ken Leon, at Standard & Poor's, UBS analyst John Hodulik and Roger Entner at IAG Research via Investor's Business Daily about Analysts Doubt Sprint Nextel Will Go Private

May 24 Roundup

Analysts in the news for May 24:

• Dean Bubley at Disruptive Analysis via ITPro about The Wireless Event: FMC reality still far from the vision
• Dean Bubley at Disruptive Analysis about EU data roaming costs.... operators, be warned....
• Thomas Abreu at Pyramid Research via cellular-news about Oi to sell unblocked GSM handsets
• Charles Golvin at Forrester via TopTechNews about Nokia-Qualcomm Patent Row Continues
• Todd Kort at Gartner about Windows Mobile Devices Drove Worldwide PDA Market to 40 Percent Growth in First Quarter of 2007
• Merrill Lynch’s Vivek Arya via Barron’s Online Tech Trader Daily about Research In Motion: Merrill Ups Target; Likes Prospects For Curve, Worldphone

Quick Look: Sprint Power Vision Phone UpStage by Samsung

I have been fortunate enough to be a part of the Sprint Ambassador Program to try out some of Sprint's latest 3G multimedia phones and services. For Phase III of the program, Sprint sent me the hyped-up, double-sided Sprint Power Vision Phone UpStage by Samsung.

Since I let my 6th grader son test out the Phase II handset, the Sprint Power Vision Phone Fusic by LG, I gave him a crack at the UpStage as well. He's the target audience for a multimedia handset and he needed one anyway for weekday usage. Hey, I'm cheap so why pay when I can use something for free?

The UpStage had mighty big shoes to fill as my son (and his friends) really liked the features and functionality of the Fusic. I must admit it was a pretty competent and nice looking phone.

At first glance, the UpStage does capture your attention due to it's unique double-sided approach to phone capabilities on one side and multimedia, predominantly music, on the other. However in daily practice, the UpStage is kind of a letdown. Here are my son's thoughts on the handset:

The Samsung UpStage definitely lived up to its description of a sleek, new concept for a music phone, but simple functionality was definitely over looked. For example, I don’t want to have to flip my phone over every time I need to type something. Also I experienced some bugs, one being that when listening to music through the headphones, it also plays out of the speaker. Another bug I found is that sometimes the phone jams up when receiving a call, rendering it impossible to answer the call.

The dual screens and touch sensitive scroll wheel were good ideas which I would like to see more of, but only after they have been rethought and done differently. Speaking of the scroll wheel, it did a good job of not imitating the iPod’s and being a fresh new concept all over again. Although, the button placement could be less awkward or less sensitive, I found myself hitting end way too often.

One good thing is the lush, larger screen, which definitely made SprintTV more enjoyable, but did not make the limited games and other content last longer. Finally, I found that the network connection to everything but the music store was unreliable. Once again, I would like to see Samsung come out with another phone that utilizes these technologies, but is directed towards a more diverse audience.

Content: 7
Functionality: 4
Reliability: 5
Looks: 9
Overall: 6.25 - Not bad

I have to concur with many of gadget geek junior's observations as it seems Samsung went for too much "innovation" and "wow factor" while overlooking the critical aspect of usability. It's just not a handset you want to play around with all the time. Case in point, my son took the Fusic everywhere to listen to music, play games, find content, etc. Now with the UpStage, if we go out during the weekends to shop, run errands, eat, etc, my son leaves the handset at home. Nuff said.

And from a carrier perspective that's not a good sign because you can't increase ARPU if the handset is not being used....

May 23 Roundup

This post by Thomas Husson at JupiterResearch about kids born in the mid-to-late 90s being today's "mobile" digital natives and a hot and lucrative mobile consumer market is quite interesting. Not being a Jupiter client, I don't have access to the "European Mobile Youth Consumer Survey 2007" that Husson references and authored. It'd be interesting to see where mobile games fall in terms of content and services that young European customers are more likely to use and buy. Growing up playing GameBoys, DS/DS Lites and PSPs (umm yeah) must significantly impact this market. My soon-to-be 12 year old son play games on his handset, but since he's not paying for the content (it's a carrier review phone) it's kind of a moot point...

Other analysts in the news for May 23:

• Thomas Husson at JupiterResearch about Streamezzo
• Bena Roberts at BKI Media about Medio Systems – Co Founder/Chief Architect Michael “Luni” Libes
• Gartner analyst Todd Kort via NewsFactor Network about Windows Mobile 6 Arrives in the U.S. on T-Mobile's Wing
• Greg Collins at Dell'Oro Group, American Technology Research analyst Albert Lin, Richard Webb at Infonetics Research and Ted Dean at BDA China via Bloomberg.com about Ericsson, Alcatel Ready for Fight With Chinese Rivals
• Piper Jaffray’s Gene Munster via Barron’s Online Tech Trader Daily about Apple: June Qtr iPod Sales Look Light, Piper Says; But Hold On Ahead Of WWDC
• Neil Strother at JupiterResearch via destinationCRM.com about SMS Alerts: Proceed With Caution

May 22 Roundup

Analysts in the news for May 22:

• Gerhard Fasol at eurotechnology.japan about Nanaco - e-cash and m-cash for Seven-Eleven
• Prudential Equity Group analyst Richard Klugman, Bank of America analyst David W. Barden and Bear Stearns analyst Philip Cusick via The Associated Press about Alltel vows growth despite buyout debt load
• Phil Redman at Gartner and Jeff Kagan via Network World about What Alltel's $27.5 Billion Buyout Means
• Ross Rubin at NPD Group via RCR Wireless News about U.S. cellphone market: Motorola on the rise, Nokia declines
• Jane Zweig at The Shosteck Group, Roger Entner at IAG Research and Charles Golvin at Forrester Research via USATODAY.com about AT&T eager to wield its iWeapon
• Ric Prentiss at Raymond James, Jason Armstrong at Goldman Sachs, Prudential’s Richard Klugman and CIBC’s Timothy Horan via Barron’s Online Tech Trader Daily about With Alltel Claimed, Will Sprint Be Next?

May 21 Roundup

This "Switched On" post from Ross Rubin at NPD Group via Engadget about RAZR d'être got me thinking about storage and handsets. I haven't been paying too much attention lately, but in the U.S. is the industry standardizing on adding storage to handsets only via removable solid-state memory cards instead of having more on-board memory or micro hard drives to keep bill of materials costs down? Durability of hard drives in an handset is an issue. But with iPod nanos going up to 8GB right now and rumored to be heading in the 16GB and/or 32GB direction soon, how come on-board handset storage hasn't increased much? If music phones are supposed to replace iPods and other PMPs (not my belief) in the future then will most mobile content be stored via removable memory cards?

Bob Egan at the Tower Group is quoted via IDG News Service about Symantec offering a Norton secruity smartphone suite to help enterprises manage and protect Window Mobile handsets. Will this help advance mobile enterprise efforts or is just another security company attempting to create a need and fear (i.e. mobile anti-virus) where no problem exists today?

Other analysts in the news for May 21:

• Thomas Husson at JupiterResearch about Mobile Number Portability
• Michael Gartenberg at JupiterResearch about Camera Phones vs. Cameras
• Dean Bubley at Disruptive Analysis about Aruba joins the enterprise dual-mode fray
• Bena Roberts at BKI Media about MCN mobile search takes over in Thailand
• Stuart Carlaw at ABI Research and Michael Thelander at Signals Research Group via Seattle Times Newspaper about Cellphone companies looking to conquer the great indoors
• Paul Brown and David Kerr at Strategy Analytics about SprintNextel Wins Mobile Portal Discoverability
• Charles Golvin at Forrester Research via the New York Post about JOBS GAMBLES BRAND REP ON iPHONE 1.0
• Jeremy Green at Ovum via theIndependent about C&W to take on mobile giants with new workplace service
• Carolina Milanesi at Gartner, Thomas Husson at JupiterResearch and Neil Mawston at Strategy Analytics via the International Herald Tribune about Europeans can't wait to push iPhone's buttons
• Neil Mawston at Strategy Analytics, Carolina Milanesi at Gartner and Shailendra Pandey at ABI Research via Cellular-News about Vodafone Launches Own-brand, Ultra-cheap Phones
• Julie Ask at JupiterResearch via RCR Wireless News about Mobile ad networks, building a business in a fragmented market
• Roger Entner at IAG Research via washingtonpost.com about For Texting Teens, an OMG Moment When the Phone Bill Arrives

May 18 Roundup

Analysts in the news for May 18:

• Jeff Wilson at In-Stat about Mobile Data Leads Enterprise Wireless Spending Growth – Professional Services and Healthcare Industries to See Greatest Growth
• Allen Nogee at In-Stat about Features Attractive to Cell Phone Users
• Michael Cai at Parks Associates via The Associated Press about Camera phone pioneer considers the gadget's cultural impact
• Eden Zoller at Ovum about AOL buys its way into the rapidly consolidating mobile advertising market
• Dean Bubley at Disruptive Analysis about Femtocells and enterprise?
• Charles Golvin at Forrester Research via the Houston Chronicle about Local cell phone-e-mail startup sticks with its strength
• David Chamberlain at In-Stat via the San Diego Union-Tribune about Qualcomm plans move into health business
• Citigroup’s Michael Rollins via Barron’s Online Tech Trader Daily about Verizon: Citi Upgrades To Buy From Sell; Sees '07 Trough In Wireline; Strong Growth In Wireless

May 17 Roundup

Analysts in the news for May 17:

• Dean Bubley at Disruptive Analysis aboout Will mobile social networking drive churn rates up?
• Bena Roberts at BKI Media about Medio Systems teams with End2End for a mobile search managed service
• Nomura Securities analyst Richard Windsor via Dow Jones about India's BSNL Confirms $4.5 Billion GSM Contract
• Shaw Wu at American Technology Research via Reuters about FCC approves Apple's iPhone for sale
• Neil Strother at JupiterResearch via the RED HERRING about Cell Sale
• Roger Entner at IAG Research via The Associated Press about Sprint plan targets low-income customers
• Bear Stearns analyst Andy Neff via Barron’s Online Tech Trader Daily about Apple: iPhone On Track, Says Bear Stearns; Repeats Bullish Stance

AT&T offers mobile backup solution

I've gotten the daily roundup compilation down pat so I'm going to try to re-introduce some commentary back into the blog when time allows. Since I work for a backup company, this The Boy Genius Report about AT&T offering a mobile backup solution got me interested.

I know other carriers offer over the air backup of contact info for consumers, so I was wondering where else mobile backup can work, especially from a power user/business user standpoint.

I sync my Samsung Blackjack Windows Mobile 5 handset with my company's Exchange server for contacts, calendar, and email so for me a mobile backup agent doesn't seem necessary for this type of data.

However, I would like to protect other mobile content and apps, system state info, etc in case of disaster (i.e. break or lose phone). I currently back up this data to my phone's microSD memory card, but if you lose the phone, most likely you lose the backup too.

So is there an OTA backup service for this? Is there even a market? How about for the enterprise?

One problem I can see from a provider standpoint is having to support the varius OS platforms and then specific manufactureres and handsets which makes development a pain.

Any thoughts?

May 16 Roundup

Analysts in the news for May 16:

• Pete Cunningham and Adrian Drozd at Canalys about Interest in mobile TV overshadowed by other applications
• Michael Cai at Parks Associates about China, the X Factor for Mobile Broadband
• Mark Mulligan at JupiterResearch about The Future’s Not So Bright?
• Albert Lin at American Technology Research and Carmi Levy at Info-Tech Research Group via the Daily Herald about Motorola dials up faster cell phones
• Info-Tech Research Group analyst Carmi Levy via InformationWeek about Zander Bets Big on 3G Networks
• Albert Lin at American Technology Research and Richard Doherty at The Envisioneering Group via BusinessWeek about Motorola's Gamble: Substance over Style
• Avi Greengart at Current Analysis and Ryan Reith at IDC via the Chicago Tribune about Motorola short on new
• Roger Entner at IAG Research and Linda Barrabee at Yankee Group via washingtonpost.com about AOL Buys Cellphone Ad Company
• Tole Hart at Gartner via Dow Jones about Verizon Wireless Resurrects Mobile ESPN With New Service
• Goldman Sachs analyst Brantley Thompson, Cowen’s Matthew Hoffman and Michael Ounjian at Credit Suisse via Barron’s Online Tech Trader Daily about Motorola: More Cost Cuts Coming; Most Of Yesterday "New" Phones Not That New

May 15 Roundup

Analysts in the news for May 15:

• Ramon Llamas at IDC about Worldwide Handheld Device Market Continues Downhill Slide As Major Vendor Exits the Market
• Dean Bubley at Disruptive Analysis about Mobile Internet access is about PCs, not phones
• Ross Rubin at NPD Group about Motorola has RAZRs rising and logos near loos
• Ross Rubin at NPD Group about Small Wonder attacks a big problem
• Bena Roberts at BKI Media about AOL and Third Screen Media – Nuance and Voice Signal
• Bena Roberts at BKI Media about Ask Mobile GPS hype
• Jon Collins at Freeform Dynamics about PPC vs Blackberry – second thoughts
• Mehar Zulfikar at Strategy Analytics about Lithium Batteries Dominate Cellphone Market
• Charles Golvin at Forrester Research via San Francisco Chronicle about More Americans go for cell phones, drop landlines
• Inder Singh at Prudential Equity Group, American Technology Research analyst Albert Lin and Brad Williams at MTB Investment Advisors via Bloomberg.com about Motorola Introduces New Razr in Bid to Reverse Losses
• American Technology Research analyst Albert Lin and Raymond James analyst Todd Koffman via Forbes.com Motorola Seen Making Additional Job Cuts
• Carolina Milanesi at Gartner via FT.com about Nokia upbeat on rivalry with Motorola
• Charter Equity Research analyst Ed Snyder via thestreet.com about Motorola Phoning It In
• IAG Research's Roger Entner via thestreet.com about Slim Pickins at Motorola
• Gartner analyst Michael McGuire via MarketWatch about Microsoft factory in China to make new Zunes

May 14 Roundup

Analysts in the news for May 14:

• Raymond Yan at In-Stat about Regulation Causes Slowdown of Mobile Music in China
• David Chamberlain at In-Stat about Sonopia – An MVNO for Anybody
• Zia Daniell Wigder at JupiterResearch about Mobile efficiencies in Kerala
• Evan Neufeld at M:Metrics about HISPANICS A YOUNG, DIVERSE AUDIENCE BUILT FOR MOBILE ADVERTISING
• Bena Roberts at BKI Media about Schibsted, Fastsearch, mobilePeople - mobile advertising
• Carmi Levy at Info-Tech Research Group via eChannelLine about HP launches enterprise mobility management suite
• Weston Henderek at Current Analysis via TelecomTV about A sleeping giant slowly awakens
• Richard Klugman at Prudential Securities, Chris Caso at Friedman Billings Ramsey and Albert Lin at American Technology Research via Fortune about How to Invest in Apple's iPhone craze
• Ross Rubin at NPD Group via Engadget about Switched On: Music in the air (Part 2)
• Avi Greengart at Current Analysis via RCR Wireless News about An analyst’s travelogue down New York’s Fifth Avenue

May 11 Roundup

Analysts in the news for May 11:

• Michael Gartenberg at JupiterResearch about The Licensing Challenge
• Andreas Constantinou at VisionMobile Forum about Flash Lite: Facts and Figures
• Shailendra Pandey at ABI Research about One Million Ultra-Low-Cost Handsets Sold by Reliance in a Week
• Gartner analyst Ken Dulaney via ServerWatch about Communication Gone Mobile

May 10 Roundup

Analysts in the news for May 10:

• Rachel Lashford at Canalys about APAC smart mobile device market hits new peak
• Dean Bubley at Disruptive Analysis about Green mobiles
• Craig Mathias at The Farpoint Group, Bob Egan, at Tower Group and Todd Kort at Gartner via Computerworld about After the Treo 755p, whither the Palm OS?
• Charles Golvin at Forrester and Gartner analyst Todd Kort via TopTechNews about Palm Releases Treo 755p Smartphone
• Paul Sagawa at Bernstein Research and Inder Singh at Prudential and Ed Snyder at Charter Equity Research via Barron’s Online Tech Trader Daily about Ericsson: Not Likely To Rescue Motorola; Tepid Response To Analyst Meeting; Where's The Cash Flow?

May 9 Roundup

Analysts in the news for May 9:

• Thomas Husson at JupiterResearch about Swedish dogs
• Thomas Husson at JupiterResearch about Where's the phone?
• Dean Bubley at Disruptive Analysis about Observations from Ericsson's Capital Markets Day
• Jack Gold at J.Gold Associates and Gartner analyst Todd Kort via SearchMobileComputing.com about BlackBerry Curve blurs consumer, business lines
• Goldman Sachs’s Brantley Thompson, American Technology Research analyst Rob Sanderson, Peter Misek at Canaccord Adams and JMP Securities analyst Sam Wilson via Barron’s Online Tech Trader Daily about Research in Motion: Blackberry Set to Become a Consumer Multimedia Marvel

May 8 Roundup

Analysts in the news for May 8:

• Dean Bubley at Disruptive Analysis about Nokia S40 - no SIP support
• Bena Roberts at BKI Media about Idle Screen Advertising
• Chris Taylor and Asif Anwar at Strategy Analytics about RFMD & Skyworks Gain Strength in Handset PAs
• Rob Enderle at Enderle Group via Advertising Age about PSP Retools in Bold First-Place Bid
• UBS analyst Ben Reitzes via Barron’s Online Tech Trader Daily about UBS Gushes About Apple After Meeting with Management
• Shebly Seyrafi, an analyst with Caris & Co via Barron’s Online Tech Trader Daily about Apple: Caris Ups Target, Estimates On Strong iPod Sales; Sees Huge iPhone Demand

May 7 Roundup

Analysts in the news for May 7:

• Ross Rubin at NPD Group via Engadget about Switched On: Music in the air (Part 1)
• Simon Baker at IDC about Russian Mobile Phone Sales Fall in 2006 Due to Market Saturation, but Set to Rebound to Match Western Buying Patterns
• Bena Roberts at BKI Media about Microsoft and Yahoo! Partnership?
• Chris Crotty at iSuppli about Competition Heats Up in the PMP/MP3 Controller Chip Market
• Info-Tech Research Group analyst Carmi Levy via Unstrung about RIM's Corporate Call
• Daryl Armstrong at Citigroup, Albert Lin at American Technology Research and Brian Modoff at Deutsche Bank Securities via the Chicago Tribune about Motorola's circle of woes widens
• Carolina Milanesi at Gartner via the International Herald Tribune about For the rural poor, cellphones come calling
• Iain Gillott at iGR via RCR Wireless News about The Death of the Car Navigation System
• Linda Barrabee at the Yankee Group via the New York Times about Hollywood Loves the Tiny Screen. Advertisers Don’t
• Neil Strother at JupiterResearch via the RED HERRING about Microsoft Steps Into Mobile Ad Ring

May 4 Roundup

Analysts in the news for May 4:

• Michael Gartenberg at JupiterResearch about Chasing the iPhone
• Michael Gartenberg at JupiterResearch about Building a Podcast Optimized Device
• Dean Bubley at Disruptive Analysis about Sensors in phones... not just motion
• Shailendra Pandey at ABI Research about Hutchison 3G Likely to Offer Windows Mobile Smartphones from HTC
• Ross Rubin at NPD Group about Those who should not throw Zen Stones
• Todd Kort at Gartner via CNNMoney about Third Screen: Can the Sidekick keep kicking?

May 3 Roundup

Analysts in the news for May 3:

• Bena Roberts at BKI Media about Microsoft swallows ScreenTonic
• Info-Tech Research Group analyst Carmi Levy, J.Gold Associates analyst Jack Gold and Todd Kort at Gartner via Unstrung about RIM Curves It Around
• Craig Mathias at Farpoint Group and Chris Hardy at Comsearch via BusinessWeek about Google Goes Wireless
• David Chamberlain at In-Stat via E-Commerce Times about M-Commerce Hot Spots, Part 2: Scaling Walled Gardens

May 2 Roundup

Analysts in the news for May 2:

• Dean Bubley at Disruptive Analysis about 3G terms of service comparison... treatment of VoIP?
• Michael Gartenberg at JupiterResearch about Interesting Smartphone factoid
• Michael Gartenberg at JupiterResearch about A Tale of Two Smartphones
• Ian Fogg at JupiterResearch about Mobile Ideology: Nokia N95 vs iPhone
• Thomas Husson at JupiterResearch about The Nokia N95 paradox
• Ross Rubin at NPD Group about Flipping over the package
• M:Metrics via Cellular-News about Google Tops UK and USA Mobile Internet Usage
• Seeking Alpha about Garmin Q1 2007 Earnings Call Transcript
• Seeking Alpha about Plantronics F4Q07 (3/31/07) Earnings Call Transcript

May 1 Roundup

Analysts in the news for May 1:

• Dean Bubley at Disruptive Analysis about Vodafone's new data plan - defensive measures leave plenty of loopholes & questions
• Dean Bubley at Disruptive Analysis about When is an IMS not an IMS?
• Ross Rubin at NPD Group about WinMo’ Better
• Eden Zoller at Ovum and Windsor Holden at Juniper Research via the RED HERRING about Carriers Dial Ads for Help
• Charles Golvin at Forrester Research and Alan Brown at Gartner via the Los Angeles Times about Qualcomm faces legal troubles here and abroad
• Ross Rubin at The NPD Group via CNNMoney.com about Pure Digital wants to cash in on YouTube success
• Prudential’s Richard Klugman via Barron’s Online Tech Trader Daily about Verizon: Pru Upgrades To Neutral; Also Downgrades Sprint to Underweight
• Michael Ounjian at Credit Suisse via Barron’s Online Tech Trader Daily about Research In Motion: Credit Suisse Upgrades, Raises Ests, Boosts Target