August 31, 2007 Roundup

Analysts in the news for August 31:

• Michelle Warren at Info-Tech Research Group via The Canadian Press about RIM shares briefly hit record high amid speculation about Microsoft interest
• Mark Fitzgerald at Strategy Analytics and Michael Ippoliti at ABI Research via TechNewsWorld about New TomTom GPS Listens When You TalkTalk
• Gartner analyst Ken Dulaney via Unstrung about Microsoft-RIM Tie-Up Unlikely

August 30, 2007 Roundup

Analysts in the news for August 30:

• David Chamberlain at In-Stat about Consumers Love Mobile Video—Unless They Have to Pay For It
• Mark Mulligan at JupiterResearch about Apple Steals the Headlines
• Michael Gartenberg at JupiterResearch about Some final Nokia thoughts
• Dean Bubley at Disruptive Analysis via Techworld.com about Cheaper femtos on the way
• Carolina Milanesi at Gartner via Reuters abiut wealthy Indian consumers ring up more premium phones
• Ken Dulaney at Gartner and Dana Gardner at Interabor Solutions via CIO Today about Corporate E-Mail Comes to the iPhone
• Lehman’s Jeff Kvaal via Barron’s Online Tech Trader Daily about Motorola: Lehman Raises Rating, Sees Rising Mobile Phone Units, Reduced Expenses
• Neil Strother at JupiterResearch via chicagotribune.comWeb sites vie to get on deck with cell users

August 29, 2007 Roundup

Big news for today is Nokia, Nokia, Nokia, and some new iPods. Nokia's got cool new handsets, a content portal and music and gaming services. In this new world order, it's all about the execution. Can Nokia pull it off? Will they piss off the carriers? It'll be fun finding out. Let the prognostications begin...

Analysts in the news for August 29:

• Compete about Identifying 'at-risk' customers, early
• Thomas Husson at JupiterResearch about NOKIA's main announcement
• Mark Mulligan at JupiterResearch about Nokia Music Store – First Take
• Michael Gartenberg at JupiterResearch about N-Gage lives
• Michael Gartenberg at JupiterResearch about meet OVI
• Bena Roberts at BKI Media about Nokia N81 mobile music search
• Dale Vile at Freeform Dynamics about Challenging the mobile clichés
• Dale Vile at Freeform Dynamics about Evaluating Mobile Email Solutions
• Seamus McAteer at M:Metrics, Paul Jackson at Forrester Research, Mark Newman at Informa Telecoms and Media and Martin Garner at Ovum via the New York Times about Nokia to Introduce Digital Music Service -
• Carolina Milanesi at Gartner and CCS Insight analyst Ben Wood via Dow Jones about Nokia Jumps Into Online Music, Adds New Phones
• Piper Jaffray analyst Gene Munster via Reuters.ca about Apple seen revamping iPod line
• Rob Enderle at Enderle Group via MacNewsWorld about Is a New iPod Waiting in the Wings?
• Ken Dulaney at Gartner and Greg Sterling at Sterling Market Research via Sci-Tech Today about Google Phone Rumors Run Rampant
• John Strand at Strand Consult and Mark Newman at Informa Telecoms & Media via BusinessWeek about Nokia Barges into Mobile Services
• Goldman Sachs analyst David Bailey via Barron’s Online Tech Trader Daily about Apple: Buy It Now, Says Goldman, Ahead Of Coming Product Launch
• Samir Bhavnani at Current Analysis West via InformationWeek about New Apple iPods Expected Sept. 5

August 28, 2007 Roundup

Analysts in the news for August 28:

• Mark Mulligan at JupiterResearch about The Future's Not So Orange for Nokia
• Andreas Constantinou at VisionMobile about i-mode: the beginning of the end
• Stephen Baker at NPD Group via PC World about Apple Sells More Than One in Six U.S. Laptops plus new iPods?
• Richard Doherty at Envisioneering Group and David Chamberlain at In-Stat via BusinessWeek about Why Apple Can't Stop iPhone Hackers
• Ross Rubin at The NPD Group via Engadget about Switched On: The WiMAX window (Part 1)
• Richard Windsor at Nomura via Reuters about Symbian's shipments rise 52 pct in second quarter

August 27, 2007 Roundup

Analysts in the news for August 27:

• Stephanie Ethier at In-Stat about Video-Enabled Portable Media Players Will Outsell Audio-Only Models By 2009
• Ina Sebastian at JupiterResearch about WiMAX News Heating Up
• Phil Solis at ABI Research about Samsung Awarded NYC for Sprint's Mobile WiMAX Buildout
• Phil Solis at ABI Research about iPhone Unlocked with Hack . . . *yawn*
• Phil Solis at ABI Research about Mobile Broadband Pricing in Europe Starts to Drop
• Strategy Analytics analyst Chris Ambrosio and JupiterResearch analyst Mark Mulligan via E-Commerce Times about Matsushita to Pony Up $172M for Nokia Battery Recall
• Richard Windsor at Nomura and Carolina Milanesi at Gartner via the Independent about This year's model: upwardly mobile phone costs
• Iain Gillott at iGR via RCR Wireless News about Buying into the ‘real’ mobile Internet
• Neil Strother at JupiterResearch via the St. Petersburg Times about Must-have for tweens: a cell phone

August 24, 2007 Roundup

Analysts in the news for August 24:

• Julie Ask at JupiterResearch about Cell Phone Sanity Check
• iSuppli about Real Men are Fabless; Qualcomm Enters Semiconductor Top-10 in Q2
• Jack Gold at J.Gold Associates via IDG News Service about Palm insists Foleo will ship on time
• Lehman Brothers analyst Paul Wuh via Barron’s Online Tech Trader Daily about Good Times Keep Rolling For China Cellular Operator Unicom
• Bear Stearns wireless analyst Phil CusickBarron’s Online Tech Trader Daily about Bear Stearns: Motorola's Pretty But Pricey Phone Won't Fix Its Problems

August 23, 2007 Roundup

Mark Mulligan at JupiterResearch writes about the "palpable sense of anticipation around Nokia’s announcements due next week. Central to them is likely to be Nokia’s re-defined music strategy, aimed squarely at taking on Apple." I'm not an Apple fanboy and don't want to get into an argument about which will win out, dedicated devices or integrated handsets with phone, music, etc.

However, I do wonder if Nokia has it in their DNA to build a content/hardware ecosystem that will be successful. I haven't seen any evidence in the past that is remotely comparable? Many have tried to take on the Apple juggernaut and most have failed miserably. My guess is it will be more of the same for Nokia. Maybe they should just stick to handsets and not spin their cycles on a lost cause?

Analysts in the news for August 23:

• Ross Rubin at NPD Group about Engadget’s pleas for Palm
• Howard Wilcox at JuniperResearch via Techworld.com about Three cuts mobile data rates
• Phil Taylor at Strategy Analytics and Gartner analyst Michael McGuire via TechNewsWorld about Microsoft Stakes Mobile Claim With Windows Live on Nokia
• Brion Feinberg at The Diffusion Group, Samir Bhavnani at Current Analysis West and Michael Gartenberg at JupiterResearch via Investor's Business Daily about iPod Rivals At Drawing Board
• Carolina Milanesi, Ann Liang, Nahoko Mitsuyama, Tuong Nguyen and Hugues De La Vergne at Gartner about Worldwide Mobile Phone Sales Grew 17 Per Cent in Second Quarter of 2007

August 22, 2007 Roundup

Analysts in the news for August 22:

• Jill Meyers at In-Stat about Mobile Blogs Offer New Opportunity for Cellular Operators to Monetize Camera Phones
• Thomas Husson at JupiterResearch about Mobile TV wars
• Thomas Husson at JupiterResearch about Anticipating the iPhone's Impact in Europe
• Michael Gartenberg at JupiterResearch about The Refurbished iPhone Story
• David Chamberlain at In-Stat, Tina Teng at iSuppli, Jack Gold at J.Gold Associates and independent analyst Jeff Kagan via xchange about Handset Showdown
• Michael Gartenberg at JupiterResearch and Carolina Milanesi at Gartner via Sci-Tech Today about Carriers Chosen for European iPhone
• Independent analyst Jeff Kagan and Charles Golvin at Forrester via MacNewsWorld about T-Mobile, Orange, O2 Snag European iPhone Deals
• Carolina Milanesi at Gartner via FT.com about Motorola loses market share
• Emma Mohr-McClune at Current Analysis, Niek van Veen at Forrester Research and Ben Wood at CCS Insight via IDG News Service about Lots of questions as Europe readies for the iPhone
• Deutsche Bank analyst Jonathan Goldberg via Barron’s Online Tech Trader Daily about Palm: It's The Software, Stupid, Says Deutsche's Goldberg; Where's the Sense of Urgency?
• Deutsche Bank analyst Jonathan Goldberg via Barron’s Online Tech Trader Daily about Palm Sub-Laptop "Foleo" Delayed, Says Deutsche; Does Anyone Care?
• American Technology Research analyst Shaw Wu via Barron’s Online Tech Trader Daily about Apple's Back-to-School Sales Showing Off High-End iMac; iPhone Sales Ahead of Plan

August 21, 2007 Roundup

Must be a slow news day. Analysts in the news for August 21:

• Ross Rubin at NPD Group via Engadget about Switched On: The Foleo Imbroglio (Part 2)
• UBS Securities analyst Ben Reitzes via Barron’s Online Tech Trader Daily about Apple: UBS Says iPhone Demand "Solid," New Video iPod in September
• W. R. Hambrecht analyst James Lee via Barron’s Online Tech Trader Daily about Chinese Wireless Firm Kong Trading Near Cash, But What's the Bull Case?

August 20, 2007 Roundup

Analysts in the news for August 20:

• Gemma Tedesco at In-Stat about Wireless 4G Technology Beginning To Shape Up
• Chris Jones at Canalys about Worldwide mobile navigation device market more than doubles
• Michael King at Gartner via the San Diego UNION-TRIBUNE about Nokia files patent claims
• Levi Shapiro at Telephia via RCR Wireless News about More than Language Barriers
• Tole Hart at Gartner via Fast Company about Mobile Meltdown - Amp'd Mobile

August 17, 2007 Roundup

Analysts in the news for August 17:

• Gemma Tedesco at In-Stat about 4G Taking Shape
• Dean Bubley at Disruptive Analysis about Femtocell business model.... free HSDPA hotspots?
• Gartner analyst Carolina Milanesi via NewsFactor Network about Sprint Nextel Bets $5 Billion on WiMax
• Richard Windsor at Nomura International via Forbes.com about Nokia Turns Up Heat On Qualcomm
• Gartner analyst Ken Dulaney via Unstrung about Apple-Vodafone Euro Deal Imminent?
• Rob Sanderson at American Technology Research, Merrill Lynch’s Vivek Arya, RBC’s Mike Abramsky and Lehman’s Jeff Kvaal via Barron’s Online Tech Trader Daily about Research In Motion: Stock Jumps As Analysts Scream "Buy!"
• RBC Capital’s Mike Abramsky via Barron’s Online Tech Trader Daily about Apple: RBC Sees Strong Back-To-School Mac Sales; Finds "Sustained iPhone Momentum"
• Roger Entner at IAG Research via The Kansas City Star about Sprint unveils plan to win back Nextel customers

August 16, 2007 Roundup

Analysts in the news for August 16:

• Dearbhla McHenry at Pyramid Research via Reuters.co.uk about Iraq launches sale of mobile phone licences
• Bear Stearns analyst Ted Chung via Barron’s Online Tech Trader Daily about Plantronics: Bear Upgrades; Cites Financial Woes At Rival GN Netcom
• Bear Stearns analyst Andy Neff via Barron’s Online Tech Trader Daily about Apple Keeps Sliding; Mossberg Lukewarm On iWork; Bear Stearns Finds Happy iPhone Buyers
• Roger Entner at IAG Research via MySA.com about Wireless carriers want kid customers, but kids don't always want their phones
• Phil Solis at ABI Research about Sprint Technology Summit

August 15, 2007 Roundup

Analysts in the news for August 15:

• Mark Donovan at M:Metrics about Mobile Social Networking Has 12.3 Million Friends in the US and Western Europe
• Min-Sun Moon at iSuppli about How Apple Wins Markets and Influences Chips
• Jack Gold at J.Gold Associates via SearchMobileComputing.com about Push voice is the next mobility must-have
• Gartner analyst Phillip Redman via Computerworld about Nokia adds camera, Wi-Fi shut-off to management software
• Ross Rubin at NPD Group about Year-Over-Year U.S. Mobile Phone Sales Increased 14 Percent in Second Quarter
• Chris Jones at Canalys via the New York Times about Dutch Company Bets on Interactivity to Make G.P.S. Devices More Useful in the U.S.

August 14, 2007 Roundup

Analysts in the news for August 14:

• Strategy Analytics analyst Chris Ambrosio and JupiterResearch analyst Neil Strother via TechNewsWorld about Burned by Overheating Batteries, Nokia Recalls 46 Million
• Charles Golvin at Forrester Research, Mark McKechnie at American Technology Research and Michael King at Gartner via the Los Angeles Times about Qualcomm lawyer, known for aggressive tactics, resigns
• Gartner analyst Carolina Milanesi and IDC analyst Ramon Lamas via Top Tech News about Filling in the Handset Gaps at LG
• Richard Windsor at Nomura and Jyske analyst Soren Linde Nielsen via Reuters about Nokia warns consumers of battery overheating risks
• Bernstein Research analyst Toni Sacconaghi via Barron’s Online Tech Trader Daily about Apple: Report iPhone No Better Than Other Handsets At Driving New Customers To AT&T

August 13, 2007 Roundup

Analysts in the news for August 13:

• Allen Nogee at In-Stat about Femtocells Will Boost Mobile Triple-Play Services
• Ross Rubin at NPD Group about Phone banking comes full circle
• Mark McKechnie at American Technology Research and Michael King at Gartner via San Diego UNION-TRIBUNE about Qualcomm's general counsel resigns
• Gartner analyst Carolina Milanesi via CIO-Today about Motorola's Razr 2 Launches Next Month
• Ross Rubin at NPD Group via Engadget about Switched On: The Foleo imbroglio (Part 1)
• Edward Snyder at Charter Equity Research and Paul Sagawa at Sanford C. Bernstein & Company via the New York Times about Lawyer Quits Qualcomm Job As Legal Caseload Mounts
• Julie Ask at JupiterResearch via RCR Wireless News about Social Marketing and Adding Mobile to the Mix
• Craig Mathias at the Farpoint Group via Unstrung about Projector in a Cellphone?
• UBS analyst Maynard Um via Barron’s Online Tech Trader Daily about Research In Motion: UBS Ups Target, Ests; Sees Strong Demand

August 10, 2007 Roundup

Analysts in the news for August 10:

• Phil Solis at ABI Research about Vodafone Joins the WiMAX Forum
• Phillip Redman, at Gartner via Techworld.com about Dual-mode VoIP starts to bite
• Nomura International analyst Richard Windsor via Barron’s Online Tech Trader Daily about Apple: More On The iPhone Touch Screen Brouhaha
• Roger Entner at IAG Research via RCR Wireless News about Amp’d Mobile content team lands at Clearwire

August 9, 2007 Roundup

Analysts in the news for August 9:

• Nate Elliott at JupiterResearch about Mobile TV Even I'd Watch
• Julie Ask at JupiterResearch about Mobile Ad Network Milestone
• Mike Ippoliti at ABI Research about T-Mobile Hotspot@Home – So close, and yet so far
• Guy Zibi at Pyramid Research about MVNO Model Can Be Made to Work
• Sara Harris at Strategy Analytics, Alex Green at IMS Research and John Delaney at Ovum via Computerworld about Vodafone keeps door open to both LTE and WiMax

Is A Garmin Without GPS Just An Ordinary Device?

Obviously Garmin is doing something right as their stock is up roughly 50 points in the past three months. However their most recent product announcement in the personal fitness category has me a bit baffled.

Don't get me wrong, I'm a big Garmin fan and own two of their products - the Garmin Nuvi 370 GPS Personal Navigator and the Garmin Forerunner 305 GPS Personal Training Device with heart rate monitor (HRM). I use the Forerunner all the time when I run and did a detailed six-part review of the Garmin Forerunner 205, when it was first introduced over a year ago.

With that said, I've got to wonder why Garmin is extending the successful Forerunner product line by adding a new product that doesn't use GPS! They announced the Garmin Forerunner 50 slim sports watch, which substitutes GPS for a motion-activated foot pod sensor to measure distance. I'm not a big fan of foot pods. Some people swear by them but I've always found them to be less than accurate compared to GPS, but that's just me.

I'm guessing they are trying to tackle a bigger addressable market by offering a more diverse product line to take on Polar and Nike with their various fitness watches and the Nike+ iPod system, which turns a nano into a training device.

At $199 for a fully decked out system with HRM, the Forerunner 50 ain't cheap. So will the Garmin brand, product design and PC/web integration be enough to drive consumer sales for the Forerunner 50 when Garmin's differentiator has always been GPS?

It probably will have minimal impact on the company's overall business, but I have a hard time believing the Forerunner 50 will be a success. Now if they added a GPS chip to the slim form factor then they'd definitely have a winner....

August 8, 2007 Roundup

Analysts in the news for August 8:

• Bena Roberts at BKI Media about Mobile marketing or SPAM?
• Ramon Llamas at IDC about Handheld Device Vendors Benefit from Dell's Departure, But Overall Market Still in Decline
• Richard Windsor at Nomura via FT.com about Nokia to outsource mobile phone chips
• Craig Mathias at the Farpoint Group via Unstrung about The iPhone is 3G
• Richard Windsor at Nomura Securities, Stifel Nicolaus at Cody Acree, American Technology Research’s Mark McKechnie and Maynard Um at UBS Securities via Barron’s Online Tech Trader Daily about Nokia: Arming Qualcomm's Competition; Bad Day for Texas Instruments

August 7, 2007 Roundup

Analysts in the news for August 7:

• Howard Wilcox at Juniper Research about Mobile Broadband users to pass 1bn by 2012 with HSPA accounting for over 70%
• Dean Bubley at Disruptive Analysis about VoIP and Java ME
• Dean Bubley at Disruptive Analysis about Reverse subsidy model
• Charles Golvin at Forrester Research via US News and World Report about Coping With a 'Moblogging' Future
• Ed Snyder at Charter Equity Research via San Diego UNION-TRIBUNE about Federal judge rules Qualcomm withheld documents; must pay Broadcom legal fees

August 6, 2007 Roundup

Analysts in the news for August 6:

• Ross Rubin at NPD Group via Engadget about Switched On: MacBook mini would answer iPhone's call
• Darian Bird at IDC about New Zealand Mobile Market Passes 100% Penetration
• Jack Gold at J. Gold Associates and Ken Dulaney at Gartner via Computerworld about Google developing search tool for mobile content
• Neil Mawston and Bonny Joy at Strategy Analytics about Samsung Becomes the World's Second Largest Mobile Phone Vendor in Q2 2007
• Michael Gartenberg at Jupiter Research, Patrick Wang at Thomas Weisel Partners and Stifel Nicolaus analyst Cody Acree via TheStreet.com about AMD, Intel Rivalry Moves to Hand-Held Market
• American Technology Research analyst Albert Lin via Unstrung about iPhone Revenues Flow in Three Streams
• Avi Greengart at Current Analysis via RCR Wireless News about Open Access Does Not Mean Open Season for Device Vendors
• American Technology Analyst Mark McKechnie via Barron’s Online Tech Trader Daily about Qualcomm Rebuffed by Bush But Prospering from Sales Outside U.S.

August 3, 2007 Roundup

Analysts in the news for August 3:

• Thomas Husson at JupiterResearch about Google Phone
• Shiv K. Bakhshi and Ryan Reith at IDC about Samsung Beats Motorola for No. 2 Spot as Apple Joins the Handset Vendors Club with iConic Device
• Thomas Husson at JupiterResearch via the Telegraph about Google to unveil phone of its own by next year
• Andrew Jaquith at Yankee Group and Gartner analyst Ken Dulaney via Macworld about iPhone security concerns exaggerated
• Roger Entner at IAG Research and Bill Ho at Current Analysis via chicagotribune.com about Cell-phone providers not equipped for disasters

August 2, 2007 Roundup

Analysts in the news for August 2:

• Julie Ask at JupiterResearch about Mobile Ad Networks Get Boost with CBS Signing
• Michael Gartenberg at JupiterResearch about The optimal mobile internet is not a stripped down version of the desktop or even the desktop itself
• Michael Gartenberg at JupiterResearch about Developers, Developers, Developers
• Thomas Husson at JupiterResearch about France Telecom S2 2007 results - key takeaways
• Gartner analyst Carolina Milanesi via BusinessWeek about Nokia: Wired for Profits
• Iain Gillott at iGR via RCR Wireless News about Smartphone geeks in the U.S. and China
• Ken Dulaney at Gartner via Computerworld about Portrait of a Linux iPhone-killer wannabe
• Garmin Q2 2007 Earnings Call Transcript via Seeking Alpha
• Charles Golvin at Forrester Research and Craig Mathias at Farpoint Group via CNET News.com about Why cell phone networks are a weak link in a crisis
• Richard Windsor at Nomura Securities and American Technology Research’s Mark McKechnie via Barron’s Online Tech Trader Daily about Nokia: Great Phone Sales, But How Big a Drag is the Equipment Business?
• Michael Schroder at Kaupthing Bank and Agustin Alberti at Iber Securities via Barron’s Online Tech Trader Daily about Nokia: Still More Upside As the Company Rides Motorola's Collapse
• Bank of America’s Scott Craig via Barron’s Online Tech Trader Daily about Apple: Bank of America Starts Coverage With Buy Rating, $160 Target

August 1, 2007 Roundup

Analysts in the news for August 1:

• Brian O'Rourke at In-Stat about Bluetooth Market Continues Growth, but Rate is Slowing
• Dale Vile at Freeform Dynamics about HSDPA for fixed communications?
• Jarmo Nieminen at Nordea Investment Management and Ehud A. Gelblum at JPMorgan Chase & Co. via Bloomberg.com about Nokia's Networks Venture Threatens Profit Gains From Handsets
• David Chamberlain at In-Stat, Phil Leigh at Inside Digital Media and Chris Hazelton at IDC via E-Commerce Times about AT&T Goes Indie With eMusic Mobile Tunes
• RBC Capital analyst Mike Abramsky via Barron’s Online Tech Trader Daily about Apple: RBC Says CY '07 iPhone Orders Now 5M, Down From 8M; Advises Buying The Stock
• David Bailey at Goldman Sachs and Citigroup’s Richard Gardner via Barron’s Online Tech Trader Daily about Apple: Citi Upgrades; Goldman Says Apple Trimmed iPhone Build Plans, But Keeps Buy