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 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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