November 30, 2007 Roundup

Analysts in the news for November 30:

• Jill Meyers at In-Stat about Multiple Handsets Mean Greater Potential Market for Cellular
• Michael Gartenberg at JupiterResearch about The 700mhz Google Bet - First Take
• Dean Bubley at Disruptive Analysis about Verizon Wireless and LTE - don't be so hasty
• Phil Solis at ABI Research about Verizon Chooses LTE - Officially This Time
• Ross Rubin at NPD Group about Google’s wireless ambitions are up in the air
• Ross Rubin at NPD Group about How Kindle can succeed in “failure”
• Ross Rubin at NPD Group about A signature’s call
• Richard Doherty at Envisioneering Group via San Jose Mercury News about Motorola CEO Ed Zander to be replaced by COO Greg Brown
• Charles Golvin at Forrester Research via Forbes.com about Bonjour, iPhone!
• Carolina Milanesi at Gartner via silicon.com about Motorola CEO Zander to step down
• Van Baker at Gartner and Michael Gartenberg at JupiterResearch via Financial Times about AT&T spills beans on faster 3G iPhone launch
• Piper Jaffray analyst T. Michael Walkley via Barron’s Online Tech Trader Daily about Research In Motion: Piper Trims Ests; Cites "Mixed Channel Checks"
• Roger Entner at IAG Research and Mark McKechnie, at American Technology Research via chicagotribune.com about Choice will cost

November 29, 2007 Roundup

Analysts in the news for November 29:

• David Chamberlain at In-Stat about 3G Handsets Will Dominate Mobile Phone Market in Next Five Years
• Carolina Milanesi, Ann Liang, Nahoko Mitsuyama, Tuong Nguyen and Hugues De La Vergne at Gartner about Worldwide Mobile Phone Sales Grew 15 Per Cent in Third Quarter of 2007
• Michael Cai at Parks Associates about Amobee gets new funding
• Thomas Husson at JupiterResearch about SFR Illimythics - part 2
• Thomas Husson at JupiterResearch about iPhone & Orange France - part 2
• Dean Bubley at Disruptive Analysis about Phone... or wallet?
• Gene Munster at Piper Jaffray, Citibank analyst Richard Gardner and Brian Modoff at Deutsche Bank Securities via Mobile News about Estimate suggests AT&T paying more for iPhone
• Forrester Research analyst Charles Golvin via eWeek Channel Insider about Google Mapping Software Bridges the GPS Gap
• Francis Cheung at CLSA Asia-Pacific Markets, Liu Bin at BDA China and Carolina Milanesi and Hugues de la Vergne at Gartner via WSJ.com about How Open Cell Networks Work in Asia, Europe
• Ross Rubin at NPD via Computerworld about Wireless subscribers top a quarter billion in U.S.
• Bernstein Research’s Craig Moffett via Barron’s Online Tech Trader Daily about Verizon: Open Access Strategy May Signal Aggressive Bid Coming On C-Block Licenses In 700 MHz Spectrum Auction
• Lehman’s Tim Luke and Stifel Nicolaus analyst Cody Acree via Barron’s Online Tech Trader Daily about Qualcomm: Verizon Chooses LTE Standard For 4G Networks, Not QCOM's UMB Technology
• Richard Windsor at Nomura International via Barron’s Online Tech Trader Daily about Apple: Will It Sue iPhone Copycats On Patents?
• Roger Entner at IAG Research via Dow Jones about Verizon Picks LTE As 4G Wireless Broadband Path
• Ben Wood at CCS Insight via Dow Jones about Nokia Test Mobile Phone Payments In London
• Chris Hazelton at IDC via Top Tech News about Unlocked iPhones Go on Sale in France

Novermber 27, 2007 Roundup

Analysts in the news for November 27:

• Paul Goode at M:Metrics about As Operators Deck the Halls With New Mobile Phone Promotions, M:Metrics Reports Device Sales and Satisfaction Metrics
• Ross Rubin at NPD Group via Engadget about Switched On: Rainforest fire (Part 1)
• Julie Ask at JupiterResearch about Open Access ...Verizon Adds Their Name to the List
• Thomas Husson at JupiterResearch about iPhone & Orange France
• Dean Bubley at Disruptive Analysis about Verizon Wireless opens to 'any apps, any device'
• Phil Solis at ABI Research about Verizon Wireless Cautiously Moves to a More Open Network Environment
• Ken Dulaney at Gartner and Michelle Warren at Info-Tech Research Group via TheStar.comabout RIM may be next with touch screen
• Gartner analyst Tole Hart and Yankee Group analayst Gene Signorini via Bloomberg.com about Verizon Opens Network to Phones From Other Companies
• Michael Gartenberg at JupiterResearch via Top Tech News about Verizon's Open Network Won't Support iPhone
• Tole Hart at Gartner, Ross Rubin at NPD Group and Roger Entner at IAG Research via Dow Jones about Wireless Carriers Want To Bring Connection To New Devices
• Mark Donovan at M:Metrics via RCR Wireless News about Mobile advertising has arrived
• Gartner analyst Ken Dulaney and Charles Golvin at Forrester Research via Associated Pressabout Verizon Wireless opens to other phones
• Ovum analyst John Delaney via Mobile News about 1.2 billion UK texts sent each week

November 26, 2007 Roundup

Analysts in the news for Cyber Monday:

• Ian Fogg at JupiterResearch about Kindle: Product Design Decisions and Localisation
• Michael Gartenberg at JupiterResearch about It's all in the details
• Michael Gartenberg at JupiterResearch about Thinking a little too different?
• David Card at JupiterResearch about Not a Fan of Overpriced, Under-Featured iPod Competitors
• Dean Bubley at Disruptive Analysis about Why are there no cool local applications for dual-mode WiFi phones?
• Andreas Constantinou at VisionMobile about The significance of Google’s Android
• Phil Solis at ABI Research about Amazon's Kindle - Part of the Mobile CE Picture, Serviced by Sprint
• Ross Rubin at The NPD Group about Failures to connect
• Gartner analyst Carolina Milanesi via Reuters about Good Christmas sales ahead for cellphones
• Avi Greengart at Current Analysis via RCR Wireless News about LG Voyager Arrives Just In Time for Black Friday
• Deutsche Bank’s Jonathan Goldberg via Barron’s Online Tech Trader Daily about Black Friday Roundup: Garmin Shares Higher On Reports Of Strong Demand For GPS Devices

November 20, 2007 Roundup

Analysts in the news for November 20:

• Dean Bubley at Disruptive Analysis about Amazon Kindle - wireless eBook reader. Hmmm. Unconvinced.
• Gerhard Fasol at eurotechnology japan about Market caps of companies in mobile: global vs local
• Gerhard Fasol at eurotechnology japan about SoftBank and KDDI win market share
• Gerhard Fasol at eurotechnology japan about First half FY2008 results: SoftBank and KDDI profits increase, DoCoMo's trends is downward
• Michael Gartenberg at JupiterResearch about ibiza Rhapsody Shows You Can Differentiate in Portable Media Player Space
• Richard Doherty at The Envisioneering Group and Ross Rubin at the NPD Group via WSJ.com about iPod of E-Book Readers? Amazon Taps Apple Strategy -
• Jefferies & Co.’s Adam Benjamin via Barron’s Online Tech Trader Daily about Black Friday Outlook: Big Price Cuts On GPS Devices

November 19, 2007 Roundup

Analysts in the news for November 19:

• David Card at JupiterResearch about Dispatches 2
• Dean Bubley at Disruptive Analysis about And the killer mobile application is......
• Dean Bubley at Disruptive Analysis about Salvaging something from unused videotelephony capabilities
• Kurt Scherf at Parks Associates about I'd use Kindle
• Chris Ambrosio at Strategy Analytics and JupiterResearch analyst Neil Strother via E-Commerce Times about New AT&T Phone Gets Napster Groove On
• Stephen Baker at NPD via CNET News.com about Will e-books ever be a best seller?
• Iain Gillott at iGR via RCR Wireless News about A microcosm of opinion on handset design
• Bernstein Research analyst Craig Moffett via Barron’s Online Tech Trader Daily about Wireless Carriers: No Immunity To Recession
• J.P. Morgan analyst Ehud Gelblum via Barron’s Online Tech Trader Daily about Qualcomm: J.P. Morgan Ups Rating; At Current Price, Market Discounting WCDMA Royalties To Zero
• Stifel Nicolaus analyst Scott Devitt via Barron’s Online Tech Trader Daily about Amazon Unveils Kindle eBook Reader; Will It Sell?

November 16, 2007 Roundup

Analysts in the news for November 16:

• Julie Ask at JupiterResearch about UGC on Cell Phones
• Dean Bubley at Disruptive Analysis about Drivers for cellular VoIP - why operators will catalyse VoIPo3G
• JupiterResearch analyst Michael Gartenberg via NewsFactor Network about Slacker Internet Radio Goes Portable
• Banc of America analyst Jairam Nathan, Canalys Analyst Chris Jones and Yankee Group analyst Josh Martin via E-Commerce Times about Garmin Leaves Tele Atlas on Road Not Taken

November 15, 2007 Roundup

Analysts in the news for November 15:

• Thomas Husson at JupiterResearch about ZaOza
• Ian Fogg at JupiterResearch about Palm OS Classic Available for Nokia - First Take
• Annie Turner at BKI Media about What is Mobile Advertising?
• Francis Sideco and David Carnevale at iSuppli about Can Google’s Foray into Mobile Phones Succeed?
• Samir Bhavnani at Current Analysis West via InformationWeek about Microsoft Pushes Mobile Phone Networks For Notebook PCs
• Carolina Milanesi at Gartner, Amit Nagpal at Analysys Consulting and Windsor Holden at Juniper Research via silicon.com about iPhone for business? Hang on...
• Canalys analyst Chris Jones, Jeff Rath at Canaccord Adams, iSuppli analyst Tina Teng and American Technology Research analyst Rob Sanderson via Bloomberg.com about Nokia Makes Losers of TomTom, Garmin in Bidding War
• Gartner analysts Ken Dulaney and John Girard via Infosecurity about iPhone unfit for corporate e-mail
• Michael McGuire at Gartner via CIO Today about Microsoft Unveils New Zune Lineup
• Shiv Bakhshi at IDC, Allyn Hall at In-Stat and Ira Brodsky at Datacomm Research via E-Commerce Times about Qualcomm Beefs Up Mobile Banking With $210M Firethorn Buy
• Tim Luke at Lehman Bros. via Barron’s Online Tech Trader Daily about Qualcomm Buying Firethorn For $210 Million; Dutch Court Dismisses Nokia Patent Suit; Analyst Meeting In NYC
• Jill Aldort at Yankee Group and Roger Entner at IAG Research via USATODAY.comSocial networkers reach out more with cellphones
• Canalys Principal Analyst Chris Jones and American Technology Research analyst Rob Sanderson via E-Commerce Times about Garmin, TomTom Settle Litigation as Bidding War for Tele Atlas Brews

November 13, 2007 Roundup

Analysts in the news for November 13:

• Bill Hughes at In-Stat about Size and Growth of Smartphone Market Will Exceed Laptop Market for Next Five Years
• Julie Ask at JupiterResearch about Mobile Browser In Need of a Companion (Again)
• Julie Ask at JupiterResearch about Alltel Plans to Launch Free Parental Controls
• Thomas Husson at JupiterResearch about Microsoft to acquire MUSIWAVE
• Ian Fogg at JupiterResearch about iPhone 1st Weekend in Europe
• Ian Fogg at JupiterResearch about Mobile UI is All the Operators Fault, Right.
• Michael Gartenberg at JupiterResearch about New Zune Models Land - First Take
• Michael Gartenberg at JupiterResearch about T-Mobile Shadow Review Raises the Issue of Tech Bias
• Michael Gartenberg at JupiterResearch about The Cellphone Rebellion of 2007? Naaah
• Dean Bubley at Disruptive Analysis about New Disruptive Analysis Report - 250m users of VoIPo3G by 2012
• Dean Bubley at Disruptive Analysis about Operator VoIPo3G in Taiwan
• Dean Bubley at Disruptive Analysis about Voda data 'pipe' revenues up... and has content revenue fallen?
• Dimitris Mavrakis at VisionMobile about Prepaid roaming: an underhyped opportunity
• Andreas Constantinou at VisionMobile about Managing software as lego bricks: the industry side of mobile software management
• Jake Saunders at ABI Research about Handset Looks Attract but Apps Are Getting Sticky
• Dr Windsor Holden at Juniper Research about mobile casino wagers to hit $5bn by 2012, as major players move into the sector
• JupiterResearch's Michael Gartenberg via Top Tech News about Reports Mixed on iPhone's European Launch
• Forrester Research analyst Charles Golvin via RedHerring about AT&T Lacks Banks on Mobile Debut
• Jeremy Green at Ovum via Unstrung about Enterprise Data Drives Vodafone
• Pacific Crest’s James Faucette via Barron’s Online Tech Trader Daily about Research In Motion: Report Initial CDMA Pearl Sales At Verizon Are Ahead Of Expectations

November 9, 2007 Roundup

Analysts in the news for November 9:

• Ian Fogg at JupiterResearch about iPhone is an Astonishing v1.0
• Ramon T. Llamas at IDC about Handheld Device Shipments Decline 43.5% Year Over Year As Vendors Exit or Transition Product Lines
• Dean Bubley at Disruptive Analysis about My data roaming moratorium
• Michael Gartenberg at JupiterResearch via CIO Today about Europeans Stand in Line for iPhone Debut
• Ed Snyder at Charter Equity Research via the San Diego UNION-TRIBUNE about Growth of mobile Web is a boon to Qualcomm
• Ben Wood at CCS Insight and Mike Grant at Analysys via BusinessWeek about Challenges for Sony Ericsson's New Chief
• IDC analyst Chris Hazelton via Forbes.com about iPhone's U.K. Invasion

November 8, 2007 Roundup

Analysts in the news for November 8:

• David Card at JupiterResearch about The Promise of Digital Music: Still a Few Dots Unconnected
• Stuart Carlaw at ABI Research about Symbian's Arrogant Attitude to Android Could be its Downfall
• Carolina Milanesi at Gartner via Dow Jones about France Upsets Apple's iPhone Party In Europe
• Stephen Coleman at Daedalus Capital, Piper Jaffray & Co. analyst Gene Munster and Jim Grossman at Thrivent Asset Management via Bloomberg.com about Apple IPhone Fees Prompt Analysts to Revalue Earnings
• Charter Equity Research analyst Ed Snyder via Reuters.com about Qualcomm outlook disappoints, shares drop

November 7, 2007 Roundup

Analysts in the news for November 7:

• Thomas Husson at JupiterResearch about Illimythics by SFR
• Sean Ryan at IDC about Despite IT Security Concerns, End-User Poll Indicates Consumers Plan to Use iPhone for Work in Addition to Play
• Dean Bubley at Disruptive Analysis about Nokia Ovi..... how long before it includes voice-based services?
• Shailendra Pandey at ABI Research about Vodafone and Nokia Join Hands to Offer 3G Services
• Dr Windsor Holden at Juniper Research about Mobile Games Market to Reach $10bn by 2009, Driven by Emerging Markets and Casual Gamers
• David Carnevale at iSuppli about Mobile Gaming Revenue Falls in Q2
• Carolina Milanesi at Gartner via Independent Online Edition about Countdown begins for the iPhone's arrival in Britain
• Carolina Milanesi at Gartner and John Delaney at Ovum via MarketWatch about Nokia scores victory for its Internet portal via Vodafone deal
• Mike Abramsky at RBC Capital Markets, Michael Ounjian at Credit Suisse, Rob Sanderson at American Technology Research and Michael Walkley at Piper Jaffray via Dow Jones about Research In Motion Shares Gaining Support Despite Run-Up
• Richard Windsor at Nomura via washingtonpost.com about Symbian sales soar
• Ben Wood at CCS Insight and Nomura analyst Richard Windsor via Dow Jones about Vodafone Opens Door To Nokia's Ovi Web Portal
• John Delaney and Vincent Poulbere at Ovum and Dean Bubley at Disruptive Analysis via Unstrung about Google Plans Lack Substance
• RBC Capital analyst Mahesh Sanganeria via Barron’s Online Tech Trader Daily about SiRF: RBC Downgrades; Sees Price Pressure In GPS Chips
• RBC Capital analyst Mike Abramsky via Barron’s Online Tech Trader Daily about Research In Motion: RBC Ups Target To $180
• IDC analysts Diana Hwang and Chris Hazelton via NewsFactor Network abotu TomTom Ups the Ante on Tele Atlas

November 6, 2007 Roundup

Analysts in the news for November 6:

• Thomas Husson at JupiterResearch about Blurring Boundaries in the mobile world
• Dean Bubley at Disruptive Analysis about Google's phone platform... how large is its addressable market?
• Andreas Constantinou at VisionMobile about Google’s Android: boring, exciting or breakthrough ?
• Richard Doherty at Envisioneering Group and Ross Rubin at NPD Group via BusinessWeek about Google's New Cell-Phone Universe
• Albert Lin at American Technology Research and Jason Kowal at Analysys via IDG News Service about Android may signal change for operators
• John Delaney at Ovum via vnunet.com about Analyst rings death knell for SMS
• Niek Van Veen at Forrester Research, Nitesh Patel at Strategy Analytics and Stephanie Pittet at Gartner via International Herald Tribune about Text-messaging profits draw competition - and regulators
• Craig J. Mathias at Farpoint Group via Computerworld about The next IT challenge: Mobile device management
• Credit Suisse analyst Michael Ounjian via Barron’s Online Tech Trader Daily about Research In Motion: UBS Ups Rating, Target, Estimates
• Ben Wood at CCS Insight viaTimes Online about Poor reception for Google's mobile internet access platform

November 5, 2007 Roundup

Analysts in the news for November 5:

• Gemma Tedesco at In-Stat about GPS Chip Market Driven by Integration into Mobile Devices
• David Schatsky at JupiterResearch about Android and Openness
• Michael Gartenberg at JupiterResearch about Google Announces Android Mobile Platform - First Take
• Ian Fogg at JupiterResearch about Google Android: Nokia and Apple Reaction
• Dean Bubley at Disruptive Analysis about Open Handset Alliance - Initial thoughts
• Andreas Constantinou at VisionMobile about What if handset features could shape and evolve with the user? the user side of mobile software management
• Ross Rubin at NPD Group and Jack Gold at J. Gold Associates via the San Francisco Chronicle about iPhone's success spawns generation of imitators - and challengers about Google Plans Phone Software, Forms Development Group
• Charlene Li and Charles Golvin at Forrester Research, Gene Munster at Piper Jaffray and Roger Entner at IAG Research via USATODAY.com about Google kicks off phone mission
• Shaw Wu at American Technology Research via Dow Jones about Apple And Its iPhone Not Part Of Google Handset Initiative
• Bill Hughes at In-Stat and Ken Dulaney at Gartner via the San Jose Mercury News about What will Google's efforts mean for wireless carriers
• John Jackson at Yankee Group and Christopher Larsen at Credit Suisse via Bloomberg.com

November 2, 2007 Roundup

Analysts in the news for November 2:

• Dean Bubley at Disruptive Analysis about A lot of enterprise FMC vendors still don't get it
• Carolina Milanesi at Gartner via FT.com about 02 predicts sales of 200,000 iPhones

November 1, 2007 Roundup

Analysts in the news on November 1:

• Mark Mulligan at JupiterResearch about Vodafone / Omnifone Music Station: First Take
• Julie Ask at JupiterResearch about Monetizing Mobile Ad Inventory
• Dean Bubley at Disruptive Analysis about 3 + SkypeIn or SkypeOut
• Dean Bubley at Disruptive Analysis about UMB - not dead yet
• Tina Teng at iSuppli about Shipments of GPS-Enabled Mobile Handsets to More than Quadruple by 2011
• Strategy Analytics analyst Philip Kendall via E-Commerce Times about Tough Market, Merging Pains Hobble Sprint Nextel Profits
• Charles Golvin at Forrester Research via CNET News.com about Verizon shows off its future tech
• Richard Windsor at Nomura Securities and Jagdish Rebello at iSuppli via BusinessWeek about The iPhone Legacy: Pricier Smartphones?
• Roger Entner at IAG Research via the San Jose Mercury News about Critics say cell phone system isn't ready for next big earthquake
• Ken Dulaney at Gartner and Chris Hazelton at IDC via IDG News Service about Google mobile OS unlikely, analysts say