Tuesday, June 26, 2007

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

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