June 29 Roundup

Analysts in the news for June 29:

• David Chamberlain at In-Stat about Apple iPhone will be a Key Influence on Handset Design
• Daryl Schoolar at In-Stat about Sprint Should Look to the iPhone
• Michael Gartenberg at JupiterResearch about EDGE is sufficient for the iPhone
• Ian Fogg at JupiterResearch about iPhone: Touch-only UI Impacts in Europe
• Ian Fogg at JupiterResearch about Quantifying iPhone
• Ian Fogg at JupiterResearch about YouTube Mobile: European Issue. Maybe iPhone issue.
• Ian Fogg at JupiterResearch about 2G is Faster Than 3G
• Ian Fogg at JupiterResearch about Treo 650: Turbocharging a Phone UI
• Ian Fogg at JupiterResearch about iPhone in Europe. What Impact? Vast. Why?
• Dean Bubley at Disruptive Analysis about Oh, OK, my pre-iPhone opinion too....
• Dean Bubley at Disruptive Analysis about OMTP handset VoIP settings requirements - pretty sensible
• Bena Roberts at BKI Media about 3, Orange Abaxia and Bebo... a day in the life of an analyst blogger
• Ovum analyst Vincent Poulbere and Alan Goode at Juniper Research via Americas Network about Collaboration starts to pay dividends
• Current Analysis analyst Weston Henderek via NewsFactor Network about The Battle for Bandwidth at 700 MHz
• Michael Gartenberg at JupiterResearch and Yankee Group analyst Josh Martin via Sci-Tech Today about Verizon on iPhone: 'We're Going To Be the Beneficiaries'
• Frederic Ruffy at Optionetics, Forrester Research Analyst Charles Golvin and Tony Rizzo at The 451 Group via E-Commerce Times about RIM Stock Ripens on Juicy Earnings Report
• Niek Van Veen and Charles Golvin at Forrester Research via Mobile Today about Vodafone or T-Mobile to get iPhone deal?
• Carolina Milanesi at Gartner and Ovum analyst Steven Hartley via ITPro about US iPhone debut sparks UK launch debate
• Rob Enderle at Enderle Group and Piper Jaffray & Co. analyst Gene Munster via Bloomberg.com about iPhone, Geek Must-Have, May Be Hard Sell for Parents
• Richard Windsor at Nomura via Reuters about Europeans claim they'll resist iPhone hysteria
• Tole Hart and Hugues De La Vergne at Gartner via The Cincinnati Post about Wireless industry is soaring
• Linda Barrabee at Yankee Group and Shiv Bakhshi at IDC via MySA.com about AT&T's EDGE draws mixed reviews
• Vincent Poulbere at Ovum and David Chamberlain at In-Stat via the Chicago Tribune about How the iPhone Breaks Industry Rules
• Ken Dulaney at Gartner via InformationWeek about Gartner: Keep the iPhone Out Of The Corporate Enterprise
• Deutsche Bank’s Jonathan Goldberg, Andrew Neff at Bear Stearns, Michael Ounjian at Credit Suisse, Maynard Um at UBS and RBC’s Mike Abramsky via Barron’s Online Tech Trader Daily about Palm Slides On Weak Guidance; Deutsche Bank Downgrades To Sell

Is 3G All That?

One of the universal complaints in reviews of the iPhone is regarding AT&T's "poky" EDGE 2.5G data network. Commenting in a Q&A with the Wall Street Journal, Apple CEO Steve jobs said:

You know every (AT&T) Blackberry gets its mail over EDGE. It turns out EDGE is great for mail, and it works well for maps and a whole bunch of other stuff. Where you wish you had faster speed is…on a Web browser. It's good enough, but you wish it was a little faster. That's where sandwiching EDGE with Wi-Fi really makes sense because Wi-Fi is much faster than any 3G network....

When we looked at 3G, the chipsets are not quite mature, in the sense that they're not low-enough power for what we were looking for. They were not integrated enough, so they took up too much physical space. We cared a lot about battery life and we cared a lot about physical size. Down the road, I'm sure some of those tradeoffs will become more favorable towards 3G but as of now we think we made a pretty good doggone decision.

This got me thinking. Is 3G really all that?

Don't get me wrong, I want the fastest "wireless" pipes possible for my mobile data. However in my current day-to-day mobile usage, AT&T's EDGE network suffices 90+% of the time. My Samsung Blackjack Windows Mobile Smartphone is 3G enabled, but I usually turn 3G off and just use the EDGE network instead. Why? Because as Jobs states, 3G is a battery hog.

I'm far from a power user and until I got the free extended battery from AT&T, I had to charge my handset on a daily basis after only a few few phone calls, light surfing, and getting my work MS exchange email pushed to me. The extended battery only gets me an extra day at most.

I've found that the EDGE network in the San Francisco Bay Area mostly gets the job done. I get my work email on my handset even before it hits Outlook on my notebook, and I can surf the latest sports scores and game updates of my beloved Mets.

Do I wish the web surfing was faster? Hell yes, but 3G's 2-3X speed enhancement is not enough for me to sacrifice battery life. If the faster speeds are necessary then it's easy to switch between the EDGE and 3G networks on the handset. At least I have the option choosing between battery life and faster data speeds. This isn't ideal but it's acceptable...for now.

So am I getting an iPhone? Nope, I'm waiting until the 3G version comes out, of course....

June 28 Roundup

When the iPhone was first announced at the beginning of the year, I had no interest in purchasing one because I mainly use my Samsung Blackjack smartphone to check work email and surf a variety of internet sites for sports scores, news and other stuff. Moblie multimedia? No interest.

However, after being innundated with iPhone news this week I'm getting more and more intrigued with joining the herds tomorrow evening at my local Apple store to get my hands on one. However, common sense tells me to wait it out until they have a 3G version with more features and functions that I need.

Anyhoo, analysts in the news for June 28:

• IdaRose Sylvester at IDC about They Made Me Do It! Consumer Semi Girl Bows to Pressure to Talk about iPhone
• Julie Ask at JupiterResearch about Verizon's iPlan
• Ian Fogg at JupiterResearch about More Dissatisfied Smartphone Customers to Target
• Ross Rubin at NPD Group about Where the iPhone turns a blind i
• Mark Kirstein at iSuppli about Video to Drive Premium Mobile Content Market to Double by 2011
• Bryan Ma at IDC, Jack Gold at J. Gold Associates and Stephen Baker at NPD Group via Computerworld about Is there a teeny next-gen laptop in your future?
• Michael Gartenberg at JupiterResearch and Roger Entner at IAG Research via Cox News about iPhone a top-secret jewel for AT&T
• Charles Golvin at Forrester and Michael Gartenberg at JupiterResearch via USATODAY.com about Some experts advise iPhone buyers to wait
• Ovum analyst Jeremy Green via IT Week about Vodafone launches mobile security system
• Matthew Hatton at Yankee Group and Strategy Analytics' Phil Kendall and Neil Mawston via CNN/Money about No Word On iPhone's Europe Distributor, Sparking Speculation
• Neil Strother at JupiterResearch, Gartner analyst Carolina Milanesi and David Garrity at Dinosaur Securities via Investor's Business Daily about Nokia Pushes High End In iPhone Era
• Phillip Redman at Gartner via Network World about Sprint and Verizon Wireless set to battle Apple iPhone fervor
• Shaw Wu at American Technology Research via DETROIT FREE PRESS about Stores brace for madness as geeked techies chase iPhone
• Vincent Poulbere at Ovum, Niek van Veen at Forrester Research and Thomas Husson at JupiterResearch via RED HERRING about Europe Out in iPhone Cold
• Citigroup’s Michael Rollins via Barron’s Online Tech Trader Daily about Sprint: Citi Downgrades To Hold; Stock Slumps

June 27 Roundup

Analysts in the news for June 27:

• Mike McGuire, Van L. Baker and Hugues J. De La Vergne at Gartner about iPhone to Reset Road Map for Mobile Content
• Allyn Hall at In-Stat about E-wallet and GPS Phones on the Rise in Japan
• Miro Kazakoff and Ryan Burke at Compete about After 6 months of iPhone hype, are consumers ready to pay?
• Rob Enderle at Enderle Group via Technology Pundits about How to Explain a $6,000 iPhone to Your Wife
• Michael Gartenberg at JupiterResearch about T-Mobile introduces Hotspot@Home - First Take
• Ian Fogg at JupiterResearch about Symbian OS Ten Years On: iPhone Opportunity?
• Dean Bubley at Disruptive Analysis about Netgear + Ubiquisys : necessary but not sufficient for femtocells
• Dean Bubley at Disruptive Analysis about T-Mobile launches UMA US-wide... and another launch as well
• Gene Signorini at Yankee Group and Carrie MacGillivray at IDC via ComputerWeekly.com about Mobile deployment implementation considerations
• Harvey Cohen and Barry Gilbert at Strategy Analytics about $1.4 Billion iPhone Windfall New Service Revenues for AT&T
• Neil Mawston, Chris Ambrosio and David Kerr at Strategy Analytics about Apple to Grab 10 Percent Smartphone Share in the USA in 2007
• Phil Kendall and David Kerr via Strategy Analytics about Emerging Wireless Markets Force Churn Above 2.5 Percent
• Samir Bhavnani at Current Analysis and Jagdish Rebello at iSuppli via eWeek about iPhone Plan Prices Hit Middle Ground
• Michael Gartenberg at JupiterResearch and Kevin Burden at Telephia via Investor's Business Daily about : AT&T, Apple Unveil iPhone Rate Plans
• Charles Golvin at Forrester Research and Dan Cryan at Screen Digest via Associated Press about Will iPhone Play Sweet Music for the Recording Industry?
• RBC Capital’s Mike Abramsky via Barron’s Online Tech Trader Daily about Research In Motion: RBC Boosts Ests; Warns Expectations Are Very High
• Michael Gartenberg at JupiterResearch via the Chicago Tribune about T-Mobile out to cut the cord
• David Chamberlain at In-Stat and Roger Entner at IAG Research via Associated Press about New Marketing for Sprint Nextel

June 26 Roundup

I'm away for a week and a half for vacation and get to come back to more Apple hysteria. This week seems to be shaping up as all Apple all the time - at least until the iPhone finally hits the shelves. Analysts in the news for June 26:

• Roger Kay at Endpoint Technologies Associates via Technology Pundits about iPhonery
• Elizabeth Parks at Parks Associatesabout Apple iPhone May Struggle Initially to Cross the Chasm
• Kanishka Agarwal at Telephia about MOBILE VIDEO POPULARITY REACHING NEW HEIGHTS WITH TRIPLE-DIGIT GROWTH IN REVENUES AND SUBSCRIBERS
• Claude Rousseau at NSR about Mobile Satellite Services Moving into Mainstream with New Products and Services
• Michael Gartenberg at JupiterResearch about And so it begins... at least in NY
• Ian Fogg at JupiterResearch about Whole Internet vs Mobile Internet vs Net Neutrality
• Bena Roberts at BKI Media about Rightmove? Not with Vodafone as the mobile Internet is bugged
• Bena Roberts at BKI Media about Podcasts to go
• Jack Gold at J. Gold Associates and Shaw Wu at American Technology Research via InfoWorld about Apple rivals dread iPhone |
• Rob Enderle at the Enderle Group and Jeremy Green at Ovum via ZDNet UK about When push email comes to shove
• Gartner analyst Todd Kort via Unstrung about Nokia Tries to Unlock US Market
• UBS analyst Benjamin Reitzes, Andy Hargreaves at Pacific Crest Securities, Shaw Wu at American Technology Research and Piper Jaffray analyst Gene Munster via Bloomberg.com about iPhone Euphoria May Lead to Investor Disappointment
• Ross Rubin at NPD Group via InfoWorld about iPhone accessory opportunities abound
• Charles Golvin at Forrester Research, Richard Windsor at Nomura, Hugues De La Vergne at Gartner and Ben Wood at CCS Insight via FT.com about Apple takes risks in bid to shake up the mobile market
• John Hodulik at UBS and Edward Snyder at Charter Equity Research via the New York Times about AT&T Hoping the iPhone Has Coattails
• Credit Suisse’s Michael Ounjian via Barron’s Online Tech Trader Daily about Research In Motion: Credit Suisse Boosts Target, Stays Cautious; Mulling The iPhone Impact
• RBC Capital’s Mike Abamsky via Barron’s Online Tech Trader Daily about Apple: RBC Picks Up Coverage With $160 Price Target

June 25 Roundup

Analysts in the news for June 25:

• Stephanie Ethier at In-Stat about Handset Navigation Poised to Threaten Personal Navigation Device Market
• Ian Fogg at JupiterResearch about Smartphone Breakdown Woe
• Julie Ask at JupiterResearch about Cincinnati Bell & Fixed Mobile Convergence: Service or Feature?
• David Card at JupiterResearch about Jump-Starting Mobile Music in the US
• M:Metrics about APRIL RANKINGS OF MOBILE WEB COMPANIES IN THE UNITED STATES AND UNITED KINGDOM
• Jack Gold at J. Gold Associates via Computerworld about Motorola unit upgrades mobile messaging software
• Eugene Signorini at Yankee Group via InformationWeek about The iPhone Is Not A Smartphone, And Nokia Knows IT
• Mike Maguire at Gartner, Charles Golvin at Forrester Research and Michael Gartenberg at JupiterResearch via the San Francisco Chronicle about THE NEXT GENERATION / Apple's iPhone will change the very nature of mobile communications with its dazzling design and interface
• Ryan Burke at Compete via RCR Wireless News about Amid the iPhone hype, fewer ready to buy but more ready to pay
• Barron’s Online Tech Trader Daily about Here Comes the iPhone Coverage Deluge!

Weekend Roundup

Analysts in the news for the weekend of June 23-24:

• Thomas Husson at JupiterResearch about European Mobile Marketing & Ad Survey
• Andreas Constantinou at VisionMobile about Five upsell strategies for mobile ISVs
• Ross Rubin at NPD Group, James McQuivey at Forrester Research and IDC analyst Jerson Yau via OregonLive.com about MP3 players still sell, just not like hotcakes
• Michael Gartenberg at JupiterResearch and IDC analyst Julien Blin via The Boston Globe about Canceling iPhone service early will cost $175
• Roger Entner at IAG Research, Neil Strother at JupiterResearch, John Jackson at Yankee Group and Chris Hazelton at IDC via Chicago Tribune about Apple's iPhone casts big shadow on cell industry

Vacation Time!

I'm taking a break from blogging the next week and half to recharge my batteries and test the full capabilities of my various mobile devices. See you all soon.

June 12 Roundup

Analysts in the news for June 12:

• Bob Egan at Tower Group, Dan Schatt at Celent and Jeanne M. Garascia at Javelin Strategy and Research via Newsday.com about You can now bank by cell phone, and although few do so, the industry sees huge growth ahead
• Brian O'Rourke at InStat, Charles Golvin at Forrester Research and Stanley Bruederle at Gartner via TechNewsWorld about Wibree Joins Bluetooth's Kingdom
• Todd Kort at Gartner via CIO Today about Nokia and Bluetooth SIG Partner on Low-Power Wibree
• Gene Munster at Piper Jaffray via Bloomberg about Apple iPhone users will need iTunes account
• Avi Greengart at Current Analysis via the Houston Chronicle about Motorola Touts Clearer Calls
• Bear Stearns analyst Philip Cusick via Barron’s Online Tech Trader Daily about Sprint: Bear Stearns Cuts Estimates, Sees Slower Than Expected Return To Growth
• Caris & Co.’s Shebly Seyrafi via Barron’s Online Tech Trader Daily about Broadcom Buys Global Locate, Maker Of GPS Chips; Could SiRF Be Next?
• Neil Strother at JupiterResearch via the Associated Press about Samsung's cell phones overtaking Motorola

June 11 Roundup

Analysts in the news for June 11:

• Gene Munster at Piper Jaffray & Co and Rob Enderle at Enderle Group via Bloomberg.com about Apple Stops Short of Giving Developers iPhone Access
• Kevin Li at In-Stat about 3G TD-SCDMA a Big Opportunity for Chinese Wireless Industry
• Michael Gartenberg at JupiterResearch about HTC Touch "ads"
• Tim Bajarin at Creative Strategies via Technology Pundits about HTC's New Touch
• Bena Roberts at BKI Media about InfoSpace mCore
• Jagdish Rebello at iSuppli about Qualcomm Chip Ban to Have Minor Impact on Global Mobile-Phone Market
• Roger Entner at IAG about Verizon’s Music Strategy – Prince lets Music Labels feel the Sting again
• Todd Kort at Gartner, Info-Tech Research Group analyst Michelle Warren and Rob Enderle at the Enderle Group via Unstrung about Nokia's US Enterprise Headache
• Chris Jones at Canalys via washingtonpost.com about Patent fracas blurs Nokia, Qualcomm management focus
• Avi Greengart at Current Analysis via RCR Wireless News about iPhone Impact
• Ken Dulaney at Gartner and Gerry Purdy at Mobiletrax via vnunet.com about Apple opens door to iPhone developers
• Neil Strother at JupiterResearch and J.P. Morgan analyst Ehud Gelblum via Forbes.com about Motorola Could Lose No. 2 Spot

June 8 Roundup

Analysts in the news for June 8:

• Michael Gartenberg at JupiterResearch about nutSie brings iTunes to your cell phone today
• Stuart Carlaw at ABI Research about US International Trade Commission Qualcomm Ruling - What are the Impacts?
• Avi Silver at Bear Stearns, Brian Modoff at Deutsche Bank, Krishna Shankar at JMP Securities, iSuppli analyst Jagdish Rebello and Blair Levin at Stifel Nicolaus via MarketWatch about Wall Street shrugs off ruling against Qualcomm
• Michael King a Gartner via San Diego UNION-TRIBUNE about Qualcomm punished with phone import ban
• Stephen Baker at NPD Group via CNET News.com about Get ready for the summer of Apple
• Charles Golvin at Forrester Research via CNET News.com about Import ban on 3G handsets could hurt industry
• Mike Goodman at Yankee Group via E-Commerce Times about A Free Service That Plays iTunes on Your Phone? That's nuTsie
• Richard Windsor at Nomura via FT.com about LG petitions US over Qualcomm
• Barron’s Online Tech Trader Daily about Qualcomm, Broadcom and the ITC: What It Means For Investors

June 7 Roundup

Analysts in the news for June 7:

• Jill Meyers at In-Stat about Smile! Camera Phones Continue on Upward Trend
• Jack Gold at J. Gold Associates and Craig Mathias at The Farpoint Group via Computerworld about Grocery shopping made easier with new MC17
• Piper Jaffray analysts Gene Munster and Mike Walkley, Jonathan D. Hoopes at ThinkEquity Partners and Forrester Research analyst Charles Golvin via Forbes.com about Apple Up on Analyst's IPhone Prediction
• Roger Entner at IAG Research and Lewis Ward at IDC via MontereyHerald.com about iPhone to benefit all wireless carriers
• UBS analyst Ben Reitzes via Barron’s Online Tech Trader Daily about Apple: UBS Boosts Target to $160; Raises iPhone Unit Forecast

June 6 Roundup

Analysts in the news for June 6:

• David Chamberlain at In-Stat about Mobile Handsets Positioned to Radically Change the Navigation Device Market
• Julie Ask at JupiterResearch about Mobile Classifieds - Automotive
• Gerhard Fasol at eurotechnology.japan about SuiPo - linking posters to mobile phones and IC cards
• Shailendra Pandey at ABI Research about Motorola Struggling to Manage its Handset Portfolio
• Dr Elisa Kuang at Juniper Research about China’s Mobile Content Market to Top $21bn by 2012 with 3G Services Accounting for Almost $4bn
• Dean Bubley at Disruptive Analysis about Operators will have to be open about usage policies - and enforcement
• Charles Golvin at Forrester Research via the San Jose Mercury News about Search firms fear mobile Web lockout
• Julie Ask at JupiterResearch via RCR Wireless News about Amp’d, MVNOs and future of the market
• John Delaney at Ovum via IDG News Service about Vodafone whets appetite for mobile Internet

June 5 Roundup

Today's "Huh?" moment is supplied by BusinessWeek's Tech Beat blog, which states Allen Nogee at In-Stat thinks Qualcomm might want to scoop up troubled Amp'd to use the MVNO as a "testing ground for new services." Qualcomm is an investor already and I guess it makes sense at some level, but does Qualcomm really want to alienate all of their other "partners" who aren't currently pissed at them?

Other analysts in the news for June 5:

• Jon Peddie at JPR about volume is no promise of success: semiconductor opportunities in handheld market
• Julie Ask at JupiterResearch about MVNO's - Not Much New to Say
• Julie Ask at JupiterResearch about Using Ring Tones to Save Lives
• Michael Gartenberg at JupiterResearch about HTC Touch Innovates the Windows Mobile Platform - First Take
• Thomas Husson at JupiterResearch about The iPhone fever is back again
• Jill Finger Gibson at IDC about Value Proposition of Fixed-Mobile Convergence Services Still Unclear To European Consumers
• Dean Bubley at Disruptive Analysis about Orange "flat"rate looks a bit mountainous to me
• Stephen Baker at NPD Group via the New York Times about Gadgets for All of You
• Todd Kort at Gartner via the International Herald Tribune about Investor betting on Palm's future
• Julie Ask at JupiterResearch via the Orange County Register about Amp'd files for bankruptcy
• Tole Hart at Gartner via BusinessWeek about Amp'd Mobile Runs Out of Juice
• Credit Suisse analyst Rob Semple via Barron’s Online Tech Trader Daily about Apple: Credit Suisse Boosts Target; Sees iPhones Sales Of 5 Million in '07, 15 Million in '08

June 4 Roundup

Analysts in the news for June 4:

• Gemma Tedesco at In-Stat about Portable Connectivity Driving Wi-Fi Chipset Market
• Michael Gartenberg at JupiterResearch about Thoughts on the new iPhone Ads
• Thomas Husson at JupiterResearch about InfoSpace: toward a new mobile positioning
• Thomas Husson at JupiterResearch about MNP - a week later
• Chris Crotty at iSuppli about Flash Making a Splash in Portable Media Players
• Tavis McCourt at Morgan Keegan & Company, Charles Golvin at Forrester Research and Sean Ryan at IDC via CNET News.com about Palm: The new comeback kid?
• Charles Golvin at Forrester Research via MacNewsWorld about iPhone Gets a Due Date
• Christopher Ambrosio at Strategy Analytics via Bloomberg.com about Best Buy Plan to Take on Verizon May Boost Earnings
• Iain Gillott at iGR via RCR Wireless News about The True Cost of Family Rate Plans
• Goldman Sachs’ Brantley Thompson via Barron’s Online Tech Trader Daily about Motorola: Goldman Trims Handset, Rev Forecasts
• Andy Neff at Bear Stearns and Jonathan Hoopes at ThinkEquity Partners via Barron’s Online Tech Trader Daily about Palm: Elevation Takes Stake; $9/Share Special Distribution; Rubenstein Exec Chairman

Weekend Roundup

Analysts in the news for the weekend of June 2-3:

• Julie Ask at JupiterResearch about Amp'd Mobile Files Chapter 11
• Andreas Constantinou at VisionMobile about Container projects: The next chapter in handset customisation
• Roger Entner at IAG about Hearing Voices in my Head
• Bena Roberts at BKI Media about Virgin Mobile teams up with Infospace for Mobile Search
• Jagdish Rebello at iSuppli and Richard Doherty at Envisioneering Group via the New York Times about Fever Builds for iPhone (Anxiety Too)

June 1 Roundup

Analysts in the news for June 1:

• Kanishka Agarwal at Telephia about Off-Portal Premium SMS Transactions Generated Nearly $215 Million in Download Purchases and $35 Million in Voting/Sweepstakes Revenues During Q1 2007
• Ross Rubin at NPD Group about Foleo’s full circle
• Berg Insight about Web 2.0 fuses the fixed and mobile Internet
• Linda Barrabee at Yankee Group via ZDNet about Verizon, gearing for iPhone fight, offers free Prince tune
• Nick Lane at Informa Telecoms & Media via TelecomTV about UK mobile content market worth £661m in 2006