Wednesday, October 31, 2007

October 31, 2007 Roundup

Happy Halloween! Analysts in the news for October 31:

  • Avi Greengart at Current Analysis, Miro Kazakoff at Compete and Ross Rubin at NPD Group via Computerworld about What went wrong with the mobile Web?
  • Farpoint Group analyst Craig Mathias via SearchMobileComputing.com about Mobile VoIP to dominate applications next year
  • Robert Schwartz at Jefferies & Co. via Barron’s Online Tech Trader Daily about Navteq: Don't Expect A Higher Bid
  • IAG Research's Roger Entner via thestreet.com about Garmin Turns the Tables
  • Frits de Vries at Rabo Securities and Chris Jones at Canalys via Bloomberg.com about Garmin Plans to Offer EU2.3 Billion for Tele Atlas

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Tuesday, October 30, 2007

October 30, 2007 Roundup

Analysts in the news for October 30:

  • Dean Bubley at Disruptive Analysis about Notes from VON Boston
  • Charles Golvin at Forrester Research via the San Jose Mercury News about Medio Systems takes on larger rivals in mobile-search race
  • Julien Blin at IDC and Piper Jaffray Analyst Gene Munster via Mobile Europe about MUSIC SERVICES - To have and to hold?
  • Chris Hazelton at IDC via TechNewsWorld about Google to Put an End to Pesky Gphone Rumors

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Monday, October 29, 2007

October 29, 2007 Roundup

Analysts in the news for October 29:

  • Michael Gartenberg at JupiterResearch about The Shadow Knows - T-Mobile Shadow - First Look
  • Julie Ask at JupiterResearch about CTIA - Final Take
  • Dean Bubley at Disruptive Analysis about Hutchison 3 - SkypePhone: doesn't look like VoIPo3G
  • Bena Roberts at BKI Media about Mobile Search quiet at CTIA
  • Francis Sideco at iSuppli about Qualcomm and Texas Instruments Solidify Lead in Wireless Chip Sales
  • Mark McKechnie at American Technology Research, Larry Harris at Oppenheimer & Co. and Brian Modoff at Deutsche Bank Securities via chicagotribune.com about 'Stabilization' at Motorola
  • Seamus McAteer at M:Metrics via the San Francisco Chronicle about Cellular technologies to help energize mobile-game industry
  • Michael Gartenberg at JupiterResearch via IDG News Service about Microsoft builds custom 'skin' for new T-Mobile phone
  • Avi Greengart at Current Analysis via RCR Wireless News about Is $99 The New $49 This Holiday Season?
  • Ovum analyst John Delaney via IT Week about 3 and Skype launch VoIP mobile calls
  • Independent analyst Jeff Kagan and Yankee Group analyst Josh Martin via E-Commerce Times about Verizon Q3 Earnings Slip 34 Percent While Revenue Perks Up
  • Yankee Group analyst John Jackson and Current Analysis analyst Avi Greengart via Reuters about AT&T, T-Mobile unveil messaging phones
  • Ben Wood at CCS Insight via Unstrung about 3 Launches Skypephone
  • Chris Hazelton at IDC via NewsFactor Network about T-Mobile Intros Sleek New 'Shadow' Smartphone

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Thursday, October 25, 2007

October 25, 2007 Roundup

Analysts in the news for October 25:

  • Adam Guy at Compete, Inc. about New Study Puts iPhone in Class by Itself
  • Jennifer Colegrove at iSuppli about Portable Device Makers Eye Near-Eye Displays and Pocket Projectors
  • Carolina Milanesi at Gartner via telecoms.com about Mobile handsets: A one horse race?
  • Ramon Llamas and Ryan Reith at IDC about Nokia and Samsung Continue Gains as Mobile Phone Volume Rises 13.8%
  • Jack Gold at J.Gold Associates via SearchMobileComputing.com about Mobile phone beats out smartphone as device of choice

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Wednesday, October 24, 2007

OCtober 24, 2007 Roundup

Analysts in the news for October 24:

  • IdaRose Sylvester at IDC about A big week for tech stocks
  • Dean Bubley at Disruptive Analysis about SMS marketing.... ugh
  • Andreas Constantinou at VisionMobile about Motorola’s UIQ: Diversion or U-Turn?
  • Ross Rubin at NPD Group about LG phones need to get smarter
  • Tina Teng at iSuppli about Nokia Mobile-Phone Shipments Rise by 10.9 Million Units in Q3
  • Michelle Warren at Info-tech Research Group via TheStar.com about BlackBerry goes to China
  • Jack Gold at J. Gold Associates via Computerworld about Microsoft's Ballmer makes a pitch for unifying devices
  • Bill Hughes at In-Stat, Jack Gold at J. Gold and Associates and Gene Signorini at Yankee Group via the San Francisco Chronicle about Microsoft introduces mobile management system for smart phones
  • Kitty Weldon and Avi Greengart at Current Analysis and In-Stat analyst Bill Hughes via RCR Wireless News about Enterprise devices: decisions, decisions
  • Roger Kay at Endpoint Technologies and Chris Crotty at iSuppli via PC World about Early Adopters Pay for Bragging Rights
  • ABI Analyst Dan Shey and David Chamberlain at In-Stat via E-Commerce Times about Feeding the Cash Cow: Beefing Up Mobile Business Services
  • UBS analyst Maynard Um via Barron’s Online Tech Trader Daily about Research In Motion: UBS Boosts Target On China Deal

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Tuesday, October 23, 2007

PR Shooting Itself in the Foot?

I'm in PR/AR so I'm allowed to poke fun at my fellow practitioners. With CTIA in town this week, I've been getting my fair share of PR pitches and vendor press releases even though my PR Guidelines are posted on the site and it says right on the main page that this blog "tracks the analysts talking about the mobile devices, content and services markets."

However this post isn't a diatribe about the PR outreach I've been experiencing. No, it's about how difficult some PR "pros" make it to obtain information about their company/clients.

I recently covered a CTIA related article about a handset manufacturer that announced some new Windows Mobile 6 handsets. Since I'm thinking about upgrading my Samsung Blackjack in the near future, I thought I would contact the company to find out additional info on availability, where to purchase, features, etc.

I emailed the manufacturer's PR agency contacts and the firm's spam filter blocked it. I received a reply that said:

If you feel the block was an error, please send a separate email to the recipient asking to add you to their "whitelist".
So I tried this and my email was blocked again so basically I need to get the info elsewhere.

How effective can a PR agency be for its clients if their spam filter blocks any inquiries? It's just so baffling....

October 23, 2007 Roundup

Analysts in the news for October 23:

  • Bruce Gibson at Juniper Research about Portable Navigation Revenues to Top €8bn in Western Europe by 2012
  • Thomas Husson at JupiterResearch about Bebo / Orange
  • Julie Ask at JupiterResearch about MobiTV - Three Millon Subs
  • Kitty Weldon at Current Analysis via Computerworld about CTIA: Microsoft backs enterprise mobile services company
  • Seamus McAteer at M:Metrics via WirelessWeek about Symbian Rules the World, Why Not the U.S.?
  • Michael Gartenberg at JupiterResearch and Rob Enderle at the Enderle Group via Reuters News about Microsoft Mobile Software Courts 'CrackBerry' Crowd
  • Ross Rubin at The NPD Group via Engadget about Switched On: iPhone SDK won't chase hackers away
  • Seamus McAteer at M:Metrics and Julie Ask at JupiterResearch via Wired about Mobiles, MySpace and Marketing Come Into Focus at CTIA Phone Expo
  • Pacific Crest analyst James Faucette via Barron’s Online Tech Trader Daily about Palm: Signs of Hope Amid Continued "Centro" Rally
  • Ben Wood at CCS Insight via Times Online about Microsoft expected to spark iPhone fightback

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Monday, October 22, 2007

October 22, 2007 Roundup

Analysts in the news for October 22:

  • Ross Rubin at NPD Group via chicagotribune.com about AT&T to Offer Napster Music Catalog
  • Jeff Wilson at In-Stat about Professional Services Firms’ Spending on Wireless Voice and Data Services to Exceed Their Spending on Wireline Services by 2010
  • Michael Gartenberg at JupiterResearch about TouchPal for Pocket PC - Highly Recommended
  • Dean Bubley at Disruptive Analysis about WiMAX is 3G
  • Shailendra Pandey at ABI Research about Symbian Exhibited its Growing Acceptance at the Smartphone Show
  • Richard Windsor at Nomura Securities and Michael Walkley at Piper Jaffray via BusinessWeek about Nokia: High Profits in Low-End Phones
  • Iain Gillott at iGR via RCR Wireless News about The emerging mobile worker opportunity in China
  • Goldman Sachs analyst Brantley Thompson via Barron’s Online Tech Trader Daily about Motorola: Goldman Sees Handset Costs Declining, Boosting Profits
  • Josh Martin at Yankee Group via the CHICAGO SUN-TIMES about Getting on the map
  • Roger Entner at IAG Research via Dow Jones about AT&T, Napster To Unveil Direct Mobile Music Download
  • John Jackson at Yankee Group via the Seattle Times Newspaper about I-mate is stepping into the spotlight

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Thursday, October 18, 2007

October 18, 2007 Roundup

Analysts in the news for October 18:

  • Ian Fogg at JupiterResearch about Nokia vs Apple: History Repeats with the iPhone SDK
  • Michael Gartenberg at JupiterResearch about Apple doing an SDK for the iPhone - First Take
  • Michael Gartenberg at JupiterResearch via NewsFactor Network about Sprint Targets iPhone with HTC Touch
  • Bill Hughes at In-Stat, Charles Golvin at Forrester Research and Josh Martin at Yankee Group via MacNewsWorld about Apple to Take Padlock Off iPhone
  • Carolina Milanesi at Gartner and Pete Cunningham at Canalys via the International Herald Tribune about Nokia profit soars as market share nears 40%
  • John Dryden at Charter Equity Research and Doug Freedman at American Technology Research via Reuters about Texas Instruments shares fall after Nokia report
  • Mark McKechnie at American Technology Research, Richard Windsor at Nomura Securities and Ittai Kidron at CIBC World Markets via Barron’s Online Tech Trader Daily about Nokia: Still Beating Expectations Despite Plunging Prices, But For How Long?
  • Roger Entner at IAG Research via The Boston Globe about Nokia looking at big picture
  • Ben Wood, at CCS Insight and Cheuvreux analyst David Hallden via Reuters about Cheap phones lift Nokia's profits
  • IDC analyst Chris Hazelton via CIO Today about Will Apple Share iPhone Application Revenue?
  • IDC analyst Chris Hazelton via Sci-Tech Today about Nokia Launches N810 Internet Tablet

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Wednesday, October 17, 2007

October 17, 2007 Roundup

Analysts in the news for October 17:

  • Julie Ask at JupiterResearch about Carriers Getting Serious about Mobile Advertising
  • Julie Ask at JupiterResearch about Admob Network Metrics
  • Julie Ask at JupiterResearch about Managing Mobile Access
  • Dean Bubley at Disruptive Analysis about DIfferent device, same service.... different price
  • Dean Bubley at Disruptive Analysis about At the Symbian show today
  • Richard Robinson at iSuppli about Nokia’s Navteq acquisition bid shows that map makers have plotted a course to the center of the navigation universe
  • Derek Lidow and Francis Sideco at iSuppli about Consolidation Strikes the Mobile Handset Baseband Semiconductor Market
  • Jack Gold at J. Gold Associates via E-Commerce Times about Intel Rides Mobile Revenue to Strong Q3 Earnings
  • Van Baker at Gartner via Computerworld about Apple reverses gears, opens iPhone to outside developers
  • Farpoint Group analyst Craig Mathias and Jack Gold at J.Gold Associates via SearchMobileComputing.com about Mobile security tops concerns, but policy isn't enforced

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Tuesday, October 16, 2007

October 16, 2007 Roundup

Analysts in the news for October 16:

  • Dean Bubley at Disruptive Analysis about If WiFi's going to be in so many phones... why not in Japan or Korea
  • Julie Ask at JupiterResearch, Avi Greengart at Current Analysis and Richard Windsor at Nomura via BusinessWeek about Microsoft and Nokia Go User-Friendly
  • Chris Hazelton at IDC via NewsFactor Network about Motorola Buys Half of UIQ from Sony Ericsson

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Monday, October 15, 2007

October 15, 2007 Roundup

Analysts in the news for October 15:

  • Dean Bubley at Disruptive Analysis about Moto buying a stake in UIQ
  • Dean Bubley at Disruptive Analysis about T-Mobile pay-per-day pitch sounds good
  • Deutsche Bank analyst Brian Modoff and Research Capital analyst Nick Agostino via Reuters about New set of challenges awaits RIM's retail push
  • Ross Rubin at NPD via Cellular News about IPhone's First Round Punch Lands Hardest on Treo and T-Mobile
  • Richard Windsor at Nomura Securities and WestLB analyst Thomas Langer via The Independent about High-flying Nokia must fulfil the City's great expectations
  • David Chamberlain at In-Stat via The Kansas City Star about Mobile phone companies offer NFL fans new services
  • Roger Entner at IAG and Dave Novosel at Gimme Credit via The Atlanta Journal-Constitution about Key executive moves up at AT&T
  • Ben Wood at CCS Insight via The Times about Skype in deal with 3 to offer free mobile telephone calls in the UK

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Friday, October 12, 2007

October 12, 2007 Roundup

Analysts in the news for October 12:

  • Dean Bubley at Disruptive Analysis about LG Telecom's Home Zone service... how does it work?
  • Jeremy Green at Ovum and Lars Vestergaard at IDC via vnunet.com about PDAs back in favour with enterprises
  • Gartner's Carolina Milanesi via NewsFactor Network about Samsung Reports Soaring Handset Sales
  • Chris Hazelton at IDC via PC World about Mobile Firefox Likely to Work on Symbian

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Thursday, October 11, 2007

October 11, 2007 Roundup

Analysts in the news for October 11:

  • Julie Ask at JupiterResearch about Local Content on Cell Phones
  • Andrew Rassweiler and Chris Crotty at iSuppli about A “Classic” Stopgap Measure
  • Nomura analyst Richard Windsor via Dow Jones about Sony Ericsson 3Q Profit -10%, Margins Strong
  • Craig J. Mathias at Farpoint Group via Computerworld about A solution to the mobile power problem
  • UBS analysts Benjamin Schachter and Arthur Hseih via Barron’s Online Tech Trader Daily about Report HTC To Ship 50,000 Google OS Phones By Year-End; But Don't Line Up Yet; For Developers
  • Goldman Sachs analyst David Bailey via Barron’s Online Tech Trader Daily about Apple: Goldman Raises Q3 Estimates; Ups Target To $190

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Wednesday, October 10, 2007

October 10, 2007 Roundup

Analysts in the news for October 10:

  • David Gill at Telephia about LBS Outsells Other Mobile Apps on Price
  • David Card at JupiterResearch about Yet Another "Seen on the Subway..."
  • Kam Kasturie at IDC about growth of Prepaid Segment Dominate the Mobile Services Market in Bangladesh, Pakistan, Sri Lanka & Vietnam
  • Dean Bubley at Disruptive Analysis about Geeky phone + Cool name = Social acceptability
  • Andreas Constantinou at VisionMobile about Three reasons for a Google-phone
  • Jack Gold at J.Gold Associates and Current Analysis analyst Kathryn Weldon via SearchMobileComputing.com about Mobile email for feds gets competitive
  • Merrill Lynch analyst Vivek Arya via Barron’s Online Tech Trader Daily about Research In Motion: Merrill Ups Target To $140 On New Subscriber Growth Initiatives; Finds It "Underappreciated"

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Quick Look: Sprint Muziq by LG

Back in May, my now 12 year-old son took a look at the Sprint UpStage handset from Samsung, which showed a lot of promise on a wave of industry buzz, but ultimately failed to deliver in many areas of real world usage.

I'm guessing the lukewarm response to the UpStage prompted the Sprint Ambassador Program to get a more multimedia-friendly handset into the hands of its participants.

So when they offered up the Muziq by LG to test, I jumped at the opportunity, and more importantly, my son did as well. He wasn't a big fan of the UpStage up to the point where he wouldn't even carry it when we dragged him along on errands, etc.

The sleek looking Muziq seemed like a nice upgrade to his favorite handset so far, the Sprint Fusic by LG, so he was really looking forward to see if it was an improvement.

From a design standpoint, the Muziq lacks the fun, playfulness of the Fusic and its nano-esque changeable color faceplates. It's more grown up looking in black and grey, which makes it less distinguishable from the other clamshells on the market. It is also thin and light almost to the point of feeling too delicate.

The Muziq comes with a proprietary USB cable for syncing music with a PC via Sprint's music manager software. We rarely use it as my son prefers obtaining music over the air from the Sprint Music Store.

My pet peeve about the Muziq and other Sprint multimedia handsets I've tested is the inability to charge the handset with the USB cable. It shouldn't be that hard should it?

Anyway, my son wrote up his thoughts on the Muziq:

I was a big fan of the original Fusic; its features set the standard for me, while its quirky design captured my, and my friends’ attention. Because of this, when I learned that I would soon be receiving the Muziq I was very excited.

When it came, however, I was underwhelmed by its bland, non-interchangeable design. While setting up the phone with ease, I noticed no changes in the interface. My observations were further verified after checking the music, my content, and camera menu items. Although, once I reached the TV option, I instantly realized some sleek changes in the interface.

The quality of the video had improved by a lot and the streaming video was a pretty cool feature. But just the improvements in the TV section are not enough to make me want to like, or more importantly, buy the Muziq instead of its predecessor. It would seem though, that in order to make these great changes to Sprint TV, one would have to subtract from the overall features of the phone.

The amount of games offered for the phone have dwindled since the Fusic, the camera’s screen can no longer be viewed from the sub-display, and the effects offered on the camera have also dropped in numbers. Overall, this phone does not reach my expectations as a sequel to the Fusic.

Overall: 8/10
Wow, I just read this for the first time after cutting and pasting it into the review. Even though he gave it an 8 rating, the boy can be pretty harsh when he wants. Maybe he gets it from me.....

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Tuesday, October 09, 2007

October 9, 2007 Roundup

Analysts in the news for October 9:

  • Thomas Husson at JupiterResearch about 1st Mobile Web Camp in Paris
  • Dean Bubley at Disruptive Analysis about Telefonica + Nokia services agreement
  • Ross Rubin at The NPD Group about Watch out, SMS!
  • Thomas Watts at Cowen and Co., Jason Armstrong at Goldman Sachs, UBS analyst John Hodulik, Bank of America analyst David Barden and Charles Golvin at Forrester Research via Forbes.com about New CEO Must Rejuvenate Sprint Nextel
  • Edward Snyder at Charter Equity Research and Walter Piecyk at Pali Research via International Herald Tribune about Chief of Sprint Nextel resigns, the latest high-level exit
  • Gerard Hallaren at JRPG.com via Barron’s Online Tech Trader Daily about AT&T Spends $2.5B On 700 MHz Spectrum; Trouble For Qualcomm; How About Broadcast TV On Your iPhone?
  • Bernstein Research analyst Toni Sacconaghi via Barron’s Online Tech Trader Daily about Apple: Bernstein Ups Target; Says Market Misses iPhone's Earnings Power; Stock "Not Especially Compelling"

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Monday, October 08, 2007

October 8, 2007 Roundup

Analysts in the news for October 8:

  • Dean Bubley at Disruptive Analysis about Redefining the mobility premium
  • Brian Modoff at Deutsche Bank, Mike McGuire at Gartner and Neil Strother at JupiterResearch via Crain's about Moto building music service in India, China
  • Niek Van Veen at Forrester Research and Stephanie Pittet at Gartner via International Herald Tribune about Start-ups aiming for cheaper text messaging
  • American Technology Research analyst Shaw Wu, Citi's Richard Gardner and Tavis McCourt at Morgan Keegan & Co. via chicagotribune.com about Investors find Apple items, stock worth price
  • Rob Sanderson at American Technology Research via Barron’s Online Tech Trader Daily about Garmin: AmTech Ups Rating Following Swoon On Nokia's Deal For Navteq; Seeing Near-Term Strength, Ups Ests
  • Ben Wood, at CCS Insight via Times Online about BlackBerry communicates growing rivalry with Apple iPhone

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Friday, October 05, 2007

October 5, 2007 Roundup

Analysts in the news for October 5:

  • Strategy Analytics analyst Chris Ambrosio via E-Commerce Times about RIM: Revenue In Motion - Upward, That Is
  • IDC analyst Susan Kerkorian and JupiterResearch analyst Michael Gartenberg via Reuters about Don't want an iPod?
  • Bear Stearns analyst Philip Cusick via Barron’s Online Tech Trader Daily about Nokia: Bear Stearns Ups Estimates, Target; Units Tracking Ahead Of Plan; ASPs Slightly Soft; Margins Holding Up
  • James Faucette at Pacific Crest, Michael Ounjian at Credit Suisse, Jim Suva at Citigroup and Jeffrey Fan at UBS via Barron’s Online Tech Trader Daily about Research In Motion Soaring After Solid Earnings Report, Strong Outlook; Reversing After Hours Slide

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Thursday, October 04, 2007

October 4, 2007 Roundup

Analysts in the news for October 4:

  • Stephanie Ethier at In-Stat about Nokia’s Acquisition of Navteq Will Strengthen its Position in Mobile Handset Navigation
  • Jill Meyers at In-Stat about Fifty Somethings Less Likely to Churn
  • Thomas Husson at JupiterResearch about 02 & MySpace
  • Charles Golvin at Forrester Research and Hugues de la Vergne at Gartner via the NEW YORK POST about APPLE RAISES BAR ON SMART PHONES
  • Chris Jones at Canalys via Economist.com about Satellite navigation - Location, location, location
  • CIBC’s Michael Ounjian, Bank of America’s Tim Long and Rob Sanderson at American Technology Research via Barron’s Online Tech Trader Daily about Research In Motion Shares Gain; Earnings This Afternoon; Blog Has Pix Of Touch Screen Blackberry
  • Piper Jaffray analyst Gene Munster via Barron’s Online Tech Trader Daily about Apple: Piper Says Mac Demand Slowed In Sept.; Says 10% Of iPhones Were Targeted For Resale Unlocked
  • Yankee Group analyst John Jackson via CIO Today about An iPhone Class Action in the Works

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Wednesday, October 03, 2007

October 3, 2007 Roundup

Analysts in the news for October 3:

  • Michael Gartenberg at JupiterResearch about Zune's Messaging is Off to a Bad Start
  • Michael Gartenberg at JupiterResearch about New Zunes from Microsoft - First Take
  • Dean Bubley at Disruptive Analysis about What's the legal definition of browsing?
  • Bena Roberts at BKI Media about GyPSii unveiling event Dorchester Park Lane
  • Michelle Warren at Info-Tech Research Group and Ken Dulaney at Gartner via TheStar.com about Rogers Wireless email push targets RIM
  • Van Baker at Gartner and Samir Bhavnani at Current Analysis West via InformationWeek about Microsoft's Revamped Zune Still No Match For Apple iPod
  • JupiterResearch analyst Michael Gartenberg via CIO Today about Is New Zune Zippy Enough To Zap the iPod?
  • Andy Castonguay at The Yankee Group and Charles Golvin at Forrester Research via Newsday.com about Verizon unveils new device to take on iPhone
  • David Chamberlain at InStat and Tole Hart at Gartner via TechNewsWorldT about Verizon Gets iPhone-ish With Four New Handsets
  • Avi Greengart at Current Analysis and Craig Mathias at Farpoint Group via Computerworld about Competitors tout development openness vs. iPhone
  • Roger Entner at IAG Research, M:Metrics analyst Seamus McAteer and independent analyst Jeff Kagan via the Charlotte Observer about Alltel to end analog service

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Tuesday, October 02, 2007

October 2, 2007 Roundup

Analysts in the news for October 2:

  • Michael Gartenberg at JupiterResearch about New Sony eBook Reader - First Take
  • Julie Ask at JupiterResearch about Mobile Banking - Driving Adoption
  • Julie Ask at JupiterResearch about Voice Spam - Who is protecting us?
  • Dean Bubley at Disruptive Analysis about Nokia & Navteq... location services, or location products?
  • Jack Gold at J. Gold Associates and Ross Rubin at The NPD Group via CNET News.com about For handset makers, it's all about location
  • Emir Halilovic at IDC and Dean Bubley at Disruptive Analysis via The Register about Mobile VoIP waits on 4G networks
  • Mark McKechnie at American Technology Research and Larry Harris at Oppenheimer & Co. and Ed Snyder at Charter Equity Research via chicagotribune.com about map deal points to Motorola weakness
  • Raymond James analyst Sera Kim via Barron’s Online Tech Trader Daily about Research In Motion: Raymond James Downgrades On Valuation Ahead Of Earnings Report Thursday
  • Roger Entner at IAG Research, Charles S. Golvin at Forrester Research, Jack E. Gold at J. Gold Associates and Mats Nystrom at SEB Enskilda Bank via the New York Times about Nokia Does a Map Deal, Signaling Strategic Bet

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Monday, October 01, 2007

October 1, 2007 Roundup

Nokia navigating into to the mapping, location-based, GPS market with the acquisition of NavTeq is the big news for the day. Seems their latest content/service initiatives are putting them in direct confrontation with their biggest customers - the carriers.

Analysts in the news for October 1:

  • Jack Gold at J. Gold Associates via E-Commerce Times about Nokia Maps New Location Strategy With Navteq Buy
  • Charles Golvin at Forrester via Forbes.com about Google's Friends And Family Plan
  • Carolina Milanesi at Gartner and Dresdner Kleinwort analyst Per Lindberg via Dow Jones about Nokia To Buy Navigation-Software Group Navteq For 8.1 Billion
  • Richard Windsor at Nomura via Times Online about Defensive Nokia pays $8bn for digital map company
  • Mats Nystrom at SEB Enskilda Bank, Chris Jones at Canalys and Gavin Byrne at Informa Telecoms & Media via the International Herald Tribune about Nokia to buy Navteq for $8.1 billion
  • Avi Greengart at Current Analysis via RCR Wireless News about The Apple MVNO
  • UBS analyst Jeffrey Fan, FTN Midwest’s Blaine Carroll and RBC Capital’s Mike Abramsky via Barron’s Online Tech Trader Daily about Research In Motion: UBS, FTN Midwest Up Estimates; But RBC Downgrades On Valuation
  • Caris & Co.’s Shebly Seyrafi and Deutsche Bank’s Chris Whitmore via Barron’s Online Tech Trader Daily about Apple: Caris, Deutsche Bank Raises Estimates On Strong Mac, iPhone, iPod Demand
  • Mark McKechnie at American Technology Research, Cowen and Co. analyst Matthew Hoffman and Neil Strother at JupiterResearch via The Denver Post about Nokia to buy Navteq for $8.1 billion
  • Roger Entner at IAG Research via the New York Times about At Starbucks, Songs of Instant Gratification
  • Ben Wood at CCS Insight via Reuters about Yahoo, Telefonica to partner in mobile search

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