July 31, 2007 Roundup

Analysts in the news for July 31:

• Thomas Husson at JupiterResearch about 3G or not 3G
• Barry Parr at JupiterResearch about Interpreting an artifact from the future
• IdaRose Sylvester at IDC about Oops, I Did it Again...
• Andrew de Garavilla and David Kalil at Compete, Inc. about Mobile tv market begins to take shape -
• JupiterResearch analyst Michael Gartenberg via Top Tech News about Can iPhone Become a Gaming Platform?
• JupiterResearch analyst Michael Gartenberg, Pacific Crest analyst Andy Hargreaves and Ross Rubin at The NPD Group via the Associated Press about Do Launches Matter?
• David Chamberlain at In-Stat via RED HERRING about The Future of Phones
• Paul Gallant at Stanford Group, Bill Hughes at In-Stat and Ira Brodsky at Datacomm Research via TechNewsWorld about Wireless: Stakes High in FCC Wireless Auction Vote
• UBS analyst John Hodulik and Credit Suisse’s Christopher Larsen via Barron’s Online Tech Trader Daily about Verizon: UBS Ups Rating To Buy; Credit Suisse Raises Target
• Peter Boockvar at Miller Tabak via Barron’s Online Tech Trader Daily about Apple: iPhone Production Cut Rumored; Sued By Eminem; NY State Complains On iPhone Battery

July 30, 2007 Roundup

Analysts in the news for July 30:

• David Chamberlain at In-Stat about New Influences are Shaping User Expectations for Mobile Handsets
• Tim Bajarin at Creative Strategies via Technology Pundits about Why Apple Needs to Open Up the iPhone
• Elaine Chow at Ovum about MNP to shake up Malaysian mobile sector
• Dean Bubley at Disruptive Analysis about Fring VoIP being sold pre-loaded on some Nokia E65s
• Lance Wilson at ABI Research about My iPhone Odyssey – A Very Cool Phone But…….
• George Tubin at the Tower Group and Asaf Buchner at JupiterResearch via the San Francisco Chronicle about Banking on your phone to do much more than make calls? Now it can
• Clint Wheelock at ABI Research and Albert Lin at American Technology Research via IDG News Service about Amp'd is latest mobile niche casualty
• Julie Ask at JupiterResearch via BostonHerald.com about Co. wants phones to rock the web
• JMP Securities analyst Samuel Wilson via Barron’s Online Tech Trader Daily about Motorola: Trying To Pick The Bottom
• Jeff Evanson at Dougherty & Co. via Barron’s Online Tech Trader Daily about Garmin: Further Room To Run

July 27, 2007 Roundup

Analysts in the news for July 27:

• Raymond Yan at In-Stat about Big Jump Expected in Chinese Multimedia Phone Market in 2006 as Users Embrace Technologies
• Thomas Husson at JupiterResearch about 1,000,000 M6 and Orange Customers
• Tina Teng at iSuppli, Shailendra Pandey at ABI Research and Neil Mawston at Strategy Analytics via Business 2.0 about Third Screen: Can Motorola reconnect?
• Neil Strother at JupiterResearch and Richard Doherty at the Envisioneering Group via BusinessWeek about The New Wireless Playing Field
• Gartner's Philip Redman via washingtonpost.com about Money-Saving Cell Phones Do Voice Over Wi-Fi
• W.R. Hambrecht analyst Matthew Kather, Goldman Sachs’s David Bailey and Pacific Crest analyst Andy Hargreaves via Barron’s Online Tech Trader Daily about Apple Roundup: Mac, iPod Momentum to Continue With New Models, iPhone Estimates Going Up

July 26, 2007 Roundup

Analysts in the news for July 26:

• David Chamberlain at In-Stat via BusinessWeek about the Mobile TV Wars
• Jon Collins at Freeform about Blackberry vs Universal: the First Heat
• Thomas Husson at JupiterResearch about 225,210,000 mobile subscribers in India
• Mark Mulligan at JupiterResearch about Before the iPhone there was the iPod
• David Card at JupiterResearch about Magic Numbers
• Michael Gartenberg at JupiterResearch about The magic number is 270,000
• Marc Einstein at Pyramid Research about 10 Telecom Trends in the Asia-Pacific Region
• Piper Jaffray analyst Gene Munster, Goldman Sachs analyst David Bailey and American Technology Research analyst Shaw Wu via BusinessWeek about Why Apple Profits Pack Such Punch
• Rob Enderle at the Enderle Group via Newsday.com about iPhone's cost deters potential buyers
• Cowen & Co analyst Matthew Hoffman and Piper Jaffray analyst Michael Walkley via Reuters about Qualcomm posts higher profit, raises outlook
• Apple F3Q07 (Qtr End 6/30/07) Earnings Call Transcript via Seeking Alpha

July 25, 2007 Roundup

Courtesy of Gizmodo comes this post that Helio is providing ActiveSync and Exchange Support for Helio Ocean users for "only" an extra $10 a month. This is on top of the all-you-can-eat data plan that all users receive. Before I lay the smackdown on Helio for trying to gouge customers for every last $ of ARPU, I must note that Verizon (the king of trying to milk as much revenue from each and every customer possible) also charges extra for syncing Exchange email on top of the unlimited data plan. As a consumer, what's the point of an "all-you-can-eat" plan if you need to pay extra to access Exchange? It's not like the carrier has to do anything on the enterprise side to make it happen. Just an another example of how the carriers have us customers "best interests" in mind. Oh yeah....

On the subject of the huge potential of the China mobile market, Thomas Husson at JupiterResearch posts that according to China's Ministry of Information, the country ended June with 501.64 million mobile users. Wowza! Husson makes an interesting point that with so many users, China "has now reached critical mass to impose its own" mobile standards if it wanted to. "I put it to you, Greg," but why shouldn't China throw its weight around to make sure it has a say in the future of mobility?

Other analysts in the news for July 25:

• Thomas Husson at JupiterResesarch about iPhone in Europe
• Mark Mulligan at JupiterResearch and Nitesh Patel at Strategy Analytics via BusinessWeek about Battle of the Mobile Brands
• Paul Brown and David Kerr at Strategy Analytics about Nokia N95 and Apple iPhone Raise the Bar for Mobile Multimedia
• Dean Bubley at Disruptive Analysis, Informa analyst Paul Merry, Gartner's Bob Hafner and Dr Alastair Brydon and Margaret Hopkins at Analysys via ZDNet UK about Understanding obstacles to convergence
• Michael Gartenberg at JupiterResearch via Top Tech News about Nokia Buys Media-Sharing Service Twango
• Gartner Group analyst Carolina Milanesi and Jean Philippe Bouchard at IDC via RED HERRING about Nokia Does the Twango
• Shaw Wu at American Technology Research and Piper Jaffray, analyst Gene Munster via MarketWatch
about Despite iPhone hype, Mac, iPod sales to dominate Apple report
• Julie Ask at JupiterResearch and Charles Golvin at Forrester Research via the Houston Chronicle about Houston company ends its video venture
• Ben Wood at CCS Insight via Reuters about Nokia looks to Web for new revenue streams

July 24 Roundup

Analysts in the news for July 24

• Paul Goode at M:Metrics about Weather Information Is Most Popular Among American Mobile Subscribers, While Europeans Prefer Browsing Sports Information on Mobile Web
• Michael Gartenberg at JupiterResearch about Is the iPhone a Success or Flop?
• Julie Ask at JupiterResearch about DVB-H - Pulling the Plug on Modeo
• Dean Bubley at Disruptive Analysis about Some more clarity on xG Technology's xMax
• Dean Bubley at Disruptive Analysis about A plea to Yahoo about mobile email
• Michael Cai at Parks Associates about The iPhone Did OK, Just OK
• Francis Sideco at iSuppli about Texas Instruments Displaced by Qualcomm as Top Mobile-Handset Chip Supplier in Q1
• Charles Golvin, at Forrester Research via the NEW YORK POST about VIDEO CHAT COMING TO YOUR CELLPHONE
• Piper Jaffray & Co. analyst Gene Munster, UBS analyst Benjamin Reitzes, Mark Mowrey at Al Frank Asset Management and Ittai Kidron at CIBC via Bloomberg.com about Apple Shares Fall on Signs IPhone May Disappoint
• Kenneth L. Dulaney at Gartner, Charles Golvin at Forrester Research and David Chamberlain at In-Stat via the Los Angeles Times about Amp'd closing shop even as rival Virgin Mobile thrives
• IAG Research's Roger Entner via TheStreet.com about Huge iPhone Fees Juice Apple
• CIBC’s Ittai Kidron via Barron’s Online Tech Trader Daily about Apple: CIBC Says 3G iPhone Possible This Year

July 23 Roundup

More on the potential of the China mobile market from a new report by Raymond Yan at In-Stat, which states that smartphones are headed for mass adoption in China.

One of the positives is that currently "more than half of [China] Smartphone owners paid $25 or more every month for wireless services, 30% higher than that of non-Smartphone users."

On the otherhand, a cause for concern among the platform players is that similar to other places in the world, "Most [China] Smartphone users have no idea about the OS of the phone and do not care about it when purchasing Smartphones."

Does this mean that handset brand is clearly more important than the underlying OS?

Other analysts in the news for July 23:

• Julie Ask at JupiterResearch about Amp'd to Sell Assets
• Thomas Husson at JupiterResearch about The end of the European i-mode alliance?
• Rob Enderle at the Enderle Group via Technology Pundits about What If You Could Read Harry Potter on Your iPhone?
• Dean Bubley at Disruptive Analysis about Google - why the interest in femtos?
• Andreas Constantinou via VisionMobile about Flash-Inside
• Hugues De La Vergne at Gartner, Craig Mathias at The Farpoint Group and Jack Gold at J. Gold Associates via PC World about Unlocked Phones May Be Part of Spectrum Auction
• Peter Jarich at Current Analysis via RCR Wireless News aabout Why Sprint Nextel is Bad For WiMAX
• John Delaney at Ovum via CBRonline.com about Vodafone shows signs of improvement
• Miro Kazakoff at Compete via RCR Wireless News about Don’t stop the music … Why features and functions sell phones and why they don’t

July 20 Roundup

Analysts in the news for July 20:

• Julie Ask at JupiterResearch about Tootsie Roll Tootsie Pop in an SMS Campaign
• Ryan Reith at IDC and Jane Snorek at First American Funds via The Globe and Mail about Motorola pins hopes on new handset
• Roger Entner at IAG Research, Rob Enderle at Enderle Group and Blair Levin of Stifel, Nicolaus & Co. via the Los Angeles Times about Verizon cuts deal with Broadcom
• Dresdner Kleinwort analyst Per Lindberg, Richard Windsor at Nomura and Nicolas von Stackelberg, an analyst at Sal. Oppenheim via Bloomberg.com about Ericsson Net Gains 12%, Missing Estimate; Stock Falls
• Ed Snyder at Charter Equity Research via the Chicago Tribune about Is time short for Zander?
• Piper Jaffray’s Gene Munster, J.P. Morgan’s Bill Shope and Lehman’s Harry Blount via Barron’s Online Tech Trader Daily about Apple: Piper Boosts Target; Sees 45 Million iPhones Sold in 2009

July 19 Roundup

Analysts in the news for July 19:

• Dean Bubley at Disruptive Analysis via the RED HERRING about VoIP Firm Smacks T-Mobile
• Nomura analyst Richard Windsor via Mobile Today about LG shipments lift margins and share
• Motorola Q2 2007 Earnings Call Transcript via Seeking Alpha
• Julie Ask at JupiterResearch about Yet to be name wireless wholesaler losing customers
• Gartner analyst Carolina Milanesi, Neil Mawston at Strategy Analytics, Richard Windsor at Nomura Securities and Martin Garner at Ovum via BusinessWeek about Why Nokia Is Leaving Moto in the Dust
• Ovum analyst John Delaney via ZDNet UK about European Commission: Data roaming is next

July 18 Roundup

Analysts in the news for July 18:

• Allen Nogee at In-Stat about Continued Robust Growth Forecast for Cellular Base Stations
• Michael Gartenberg at JupiterResearch about More on the anti-iPhone
• Dean Bubley at Disruptive Analysis about European mobile TV standards.... what a pointless exercise
• Dean Bubley at Disruptive Analysis about WiFi BlackBerry - exactly what does it support?
• Ed Snyder at Charter Equity Research via RCR Wireless News about Motorola reorganizes operating units
• Jack Gold at J. Gold Associates and Ken Dulaney at Gartner via Computerworld about Google developing search tool for mobile content
• John Delaney at Ovum via vnunet.com about O2 admits defeat with i-mode

July 17 Roundup

Analysts in the news for July 17:

• Julie Ask at JupiterResearch about Sprint's Friend Finder
• Michael Gartenberg at JupiterResearch about The iPhone vs. the Anti-iPhone
• Lance Wilson at ABI Research about My iPhone Odyssey - Week 3
• Bena Roberts at BKI Media about Google mobile search for content
• Dean Bubley at Disruptive Analysis via Techworld.com about T-Mobile forced to open up to VoIP
• Ken Dulaney at Gartner via Computerworld about RIM launches dual-mode BlackBerry 8820
• Ovum analyst John Delaney via RCR Wireless News about I-mode falters: 02, Telstra discontinue DoCoMo’s data service
• JupiterResearch analyst Neil Strother via RED HERRING about Sprint Taps Startups for Services
• Yankee Group analyst John Jackson via BtoB Magazine about Apple’s masterful marketing of iPhone

July 16 Roundup

Analysts in the news for July 16:

• Joe Laszlo and David Schatsky at JupiterResearch about Nearly 30 Million to Have Music Phones By End of Year; Few Will Take Advantage of Capabilities
• Gerry Kaufhold at In-Stat about Europe, North America, and Asia Embroiled in Complicated Mobile Video Market
• Julie Ask at JupiterResearch via RCR Wireless News about Democrats Leading in 2008 Mobile Campaigning Tactics Race ::
• Dean Bubley at Disruptive Analysis about Truphone - 1, T-Mobile - nil
• Alan Goode at Juniper Research via The Seattle Times about calling all shoppers! Buzz getting louder around mobile commerce
• Farpoint Group analyst Craig Mathias via InformationWeek about Early Signs Of iPhone Adoption In Business
• Deutsche Bank’s Brian Modoff via Barron’s Online Tech Trader Daily about Motorola: Deutsche Bank Upgrades To Buy, Says "The Worst Is Now Over"

July 13 Roundup

Analysts in the news for July 13:

• Dean Bubley at Disruptive Analysis about UK mobile interconnect shenanigans
• Elizabeth Parks at Parks Associates about LG and Samsung Phones Lead in Advanced Mobile Entertainment Features
• Tavis McCourt at Morgan Keegan & Co. and Matthew Kelmon at Kelmoore Investment via Bloomberg.com about Research In Motion's Market Value Tops Motorola's
• Gartner analyst Carolina Milanesi via NewsFactor Network about Motorola Projects Lead Balloon Earnings
• Gene Munster at Piper Jaffray via ABC News about Does the iPhone Work in Real World?
• IDC research analyst Ryan Reith via NewsFactor Network about Samsung Poised To Take Motorola's No. 2 Spot
• Piper Jaffray analyst Michael Walkley, American Technology Research analyst Mark McKechnie, Yankee Group analyst John Jackson and RBC Capital Markets analyst Mark Sue via Reuters about Motorola could take 2 or 3 years for turnaround
• Bill Hughes at In-Stat and Ken Dulaney at Gartner via Computerworld about 8M cell phones will be lost in '07 -- how to back yours up
• American Technology Research analyst Shaw Wu via Barron’s Online Tech Trader Daily about Apple Wearing the Pants With Phone Companies, Says AmTech Research

July 12 Roundup

Analysts in the news for July 12:

• Michael Gartenberg at JupiterResearch about Access your desktop from your iPhone
• Julie Ask at JupiterResearch about New 7 Wonders & The Importance of Text Voting
• Julie Ask at JupiterResearch about Free (Local) Mobile Video
• Lance Wilson at ABI Research about My iPhone Odyssey - Day 11
• Alan Goode of Juniper Research via RCR Wireless News about Obopay scores $29M in VC funds
• Richard Windsor at Nomura and Martin Garner at Ovum Research via Forbes.com about Motorola's Signal Failure Picked Up By Europe
• Dale Vile at Freeform Dynamics about Mobile roaming: Who cares?
• FIM Securities analyst Jussi Hyoty, Charter Equity Research analyst Ed Snyder and Danske Markets analyst Ilkka Rauvola via Reuters about Nokia Seen Gaining from Motorola Woes

July 11 Roundup

Analysts in the news for July 9:

• Ross Rubin at NPD Group about iPhone forking the Web… again
• Ross Rubin at NPD Group about Electric slides
• Bena Roberts at BKI Media about 3neXt
• Charter Equity Research analyst Ed Snyder via Reuters about Motorola shares rise on rumors CEO may step down
• IDC analysts Lewis Ward and Sean Ryan via CIO Today about Sprint Saves Cash by Cutting Customers
• Lehman’s Jeff Kvaal via Barron’s Online Tech Trader Daily about Lehman Raises Mobile Handset Forecast For '07, '08; Good For Nokia, Texas Instruments

July 10 Roundup

Analysts in the news for July 10:

• Frances Guan at In-Stat about High Demand Foreseen for Mobile LBS in China
• Ross Rubin at NPD Group about Apple’s screen and Microsoft’s vision
• Alan Goode at Juniper Research about Mobile Payments to generate almost $22bn of transactions by 2011 and be adopted by 204m mobile phone users
• Annie Turner at BKI Media about Data protection isn't enough to save mobile advertising
• Kevin Chang from JPMorgan, Piper Jaffray & Co. analyst Gene Munster, Gartner analysts Michael McGuire and Roberta Cozzar and JupiterResearch analyst Michael Gartenberg via CIO Today about Is There an iPhone Nano in the Works?
• Kevin Chang and Bill Shope at J.P. Morgan via Barron’s Online Tech Trader Daily about Apple: J.P. Morgan's Shope Disputes Colleague's Theory On Nano-Based iPhone

July 9 Roundup

Analysts in the news for July 9:

• Dean Bubley at Disruptive Analysis about Will the WiFi Blackberry support multiple philosophies?
• Dean Bubley at Disruptive Analysis about 2G - WiMAX dualmode
• Thomas Husson at JupiterResearch about BLYK
• Ross Rubin at NPD Goup via Engadget about Switched On: Comparing Apples and Blackberrys (Part 2
• Charles Golvin at Forrester Research via The Atlanta Journal-Constitution about Sprint bets billions on 'Wi-Fi on steroids'
• Piper Jaffray & Co. analyst Gene Munster via the Chicago Tribune about Video iPods may resemble iPhone, analyst says
• Rob Enderle at the Enderle Group via TechNewsWorld about Is the iPhone Apple's Pearl Harbor?, the Next iPod, Tech Movie of the Week
• Pacific Crest’s James Faucette and Cowen’s Matthew Hoffman via Barron’s Online Tech Trader Daily about Motorola Continues To Lose Market Share, Say Cowen, Pacific Crest

July 6 Roundup

Analysts in the news for July 6:

• Thomas Husson at JupiterResearch about Why is the mobile meccano not over?
• Andreas Constantinou at VisionMobile about How iPhone is impacting the mobile industry
• Carolina Milanesi at Gartner and Jack Gold at J Gold Associates via vnunet.com about New iPhone battery to cost $85.95
• Ken Dulaney and Michael King at Gartner and Shiv Bakhshi at IDC via Computerworld about Attention turns to second-gen iPhone
• JupiterResearch's Michael Gartenberg and Carolina Milanesi at Gartner via toptechnews.com about Apple Plans Overseas iPhone Launch
• Jefferies & Co. analyst Adam Benjamin via Barron’s Online Tech Trader Daily about SigmaTel: Jefferies Ups Rev Ests On Strong Shipments To MP3 Market

July 5 Roundup

I recently returned from a 10 day vacation in China and it seems everywhere I looked someone was using their cellphone with text messaging looking likeit was a big part of everyday mobility. My teenaged niece came up to Shanghai from Guangzhou and seemed to be getting messages left and right. I should have asked her to show me how she used her handset as I assume she texts in Chinese characters.

The new mobile subscriber numbers China Mobile is putting up is mind-boggling, and it's hard to fathom that the vast majority of the population are probably still not yet mobile. Given that China has 1.4 billion people, give or take a million or two, it's easy to see why the market potential is enormous.

On the topic of China's potential, Gartner analyst Ken Dulaney and Think Equity Partners analyst Jonathan Hoopes comment in E-Commerce Times about Research in Motion getting the green light to sell BlackBerries in China. I wonder how pervasive email usage is?

In addition, Kevin Wang at iSuppli forecasts that China’s mobile navigation market is to grow more than 10-Fold by 2011. Mobile content and in this specific case, GPS location based services, look extremely promising as I'm guessing more people will rely on mobile devices than PCs to get information, such as in Japan.

Analysts in the news for July 5:

• Lance Wilson at ABI Research about My iPhone Odyssey - Day 2
• Thomas Husson at JupiterResearch about Internet TV surfing
• Bena Roberts at BKI Media about Tea with InfoSpace’s Simon Craddock
• Jonathan Arber at Ovum, Thomas Husson at JupiterResearch and Paul Skeldon at Juniper Research via silicon.com about How shiny is the iPhone's halo?
• Pyramid Research analyst Sergio Cruz via cellular-news about Four markets to represent 70-80% of Nokia Siemens Network's LatAm revs in 2007
• Mike Goodman at Yankee GroupTechNewsWorld about Tech on the Run

July 3 Roundup

Analysts in the news for July 3:

• Michael Gartenberg at JupiterResearch about about N95 now supports Exchange
• Dean Bubley at Disruptive Analysis about Words fail me
• Dean Bubley at Disruptive Analysis about Femto conference thoughts
• Bena Roberts at BKI Media about Fast Search and Transfer buy recommendation company AgentArts
• Andrew Rassweiler at iSuppli about Infineon, National, Balda and Samsung Score iPhone Design Wins, iSuppli Teardown Analysis Reveals
• Gartner Analyst Ken Dulaney via BusinessWeek about Making the iPhone Better for Business
• RBC Capital’s Mark Sue via Barron’s Online Tech Trader Daily about Motorola: RBC Cuts Estimates, Unit Forecast

July 2 Roundup

Analysts in the news for July 2:

• Lance Wilson at ABI Research about My iPhone Odyssey - Day 1
• Julie Ask at JupiterResearch about 2008 Presidential Race on Cell Phones
• Michael Gartenberg at JupiterResearch about The good and the less so
• Michael Gartenberg at JupiterResearch about The iPhone Does Stream Online Content
• Piper Jaffray's Gene Munster and Michael Gartenberg at JupiterResearch via Bloomberg.com about Apple May Have Sold 700,000 IPhones, Beating Estimates
• Gene Munster at Piper Jaffray via abc7news.com about iPhone Makes $250 Million In First 2 Days
• Iain Gillott at iGR via RCR Wireless Newsabout The IMS effect on network bandwidth
• Niek Van Veen at Forrester Research via the Telegraph about iPhone fever spreads online
• Ross Rubin at The NPD Group via Engadget about Switched On: Comparing Apples and Blackberrys (Part 1)

Weekend Roundup

Analysts in the news for the weekend of June 30 - July 1:

• Tim Bajarin at Creative Strategies via Technology Pundits about Hands on with the iPhone
• Roger Kay at Endpoint Technologies and Kevin Hunt at Thomas Weisel Partners via Times Online about Hype, queues and handsets, but what now for iPhone -
• Rob Enderle at The Enderle Group via Associated Press about AT&T Says iPhone Activation Improving
• Tavis McCourt at Morgan Keegan and Ken Dulaney at Gartner Research via the SAN JOSE MERCURY NEWS about Flush with private equity cash, mobile pioneer is playing catch up
• Van Baker at Gartner via Seattle Post-Intelligencer about Who's buying the iPhone? Most surveyed are tech workers, prefer or own Macs
• Tim Long at Bank of America, Mike Abramsky at RBC Capital and Nomura’s Richard Windsor via Barron’s Online Tech Trader Daily about Research In Motion Up 20% As Outlook Amazes Investors