Wednesday, January 31, 2007

January 31 Roundup

Analysts in the news for January 31:

  • Dean Bubley at Disruptive Analysis about 4G.... yep, the industry is still breathing its own exhaust
  • Ross Rubin at NPD Group about End-of-LifeDrive
  • Bena Roberts at BKI Media about Mobile Podcasts: A Sea of Change in Consumer Behaviour
  • JupiterResearch analyst Michael Gartenberg via TopTechNews about Apple (AAPL) iPod Shuffle Gets a Little Color
  • Carmi Levy at Info-Tech Research Group, Kaufman Bros. analyst Raimundo Archibold Jr. and Albert Lin at American Technology Research via the Daily Herald about Billionaire aims at Motorola (MOT) seat
  • Nick Lane at Informa via silicon.com about Future mobiles will cost consumers $150bn

Tuesday, January 30, 2007

January 30 Roundup

Analysts in the news for January 30:

  • Thomas Husson at JupiterREsearch about Mobile Internet
  • Dean Bubley at Disruptive Analysis about Broadband and MVNOs - the branding & differentiation paradox
  • Andreas Constantinou at VisionMobile about The carrousel of mobile blogging
  • Brent Iadarola at Frost & Sullivan and Jack Gold at J. Gold Associates via searchsmb.com about GPS technology keeps tabs on field service workers
  • Roger Kay at Endpoint Technologies Associates via the RED HERRING about Apple (AAPL) - Verizon (VZ) in iPhone Face-off
  • Kanishka Agarwal at Telephia about PROMOTIONAL PLACEMENT OF MOBILE GAMES ON CARRIER DECKS CAN DOUBLE SALES VOLUME
  • Neil Strother at NPD Group, Reza Chady at Telephia and Ramon Llamas at IDC via TechNewsWorld about Smartphones vs. Dumb Phones: No Contest

Monday, January 29, 2007

January 29 Roundup

Analysts in the news for January 29:

  • Julie Ask and David Schatsky at JupiterResearch about Encouraging Signs of Consumer Interest in Mobile Coupons
  • Richard Webb at Infonetics and Dean Bubley at Disruptive Analysis via Techworld.com about Dual-mode phones go ballistic
  • Thomas Husson at JupiterResearch and Nick Lane at Informa Telecoms and Media via the BBC NEWS about Mobile internet use 'increasing'

Sunday, January 28, 2007

Weekend Roundup

Analysts in the news for the weekend of Janaury 27-28:a

  • Gerhard Fasol at Eurotechnology Japan about Mobile subscriptions grow by 5 million in Japan during 2006
  • Gartner analyst Todd Kort via InformationWeek about The Palm OS Clings To Life

Friday, January 26, 2007

January 26 Roundup

Analysts in the news for January 26:

  • Michael Gartenberg at JupiterResearch about Cut Copy and Paste for Windows Mobile Smartphones
  • Dean Bubley at Disruptive Analysis about WiFi and dual-mode phone sales
  • Richard Webb at Infonetics via Cellular-News about Dual-mode WiFi/cellular VoIP Phones Sales Up
  • Dean Bubley at Disruptive Analysis about Motion sensors - the next big thing in mobile phones?
  • Shailendra Pandey at ABI Research about Does Cingular’s Re-branding to AT&T (T) Makes Sense?
  • Ovum analyst Roger Entner, Prudential analyst Inder Singh and Richard Windsor at Nomura Holdings via Unstrung about Motorola's (MOT) WiMax Wait
  • Albert Lin at American Technology Research via Forbes.com about Qualcomm's (QCOM) Earnings Grow 5 Percent
  • Richard Windsor at Nomura Holdings via Telecommunications Magazine about TD-SCDMA Momentum Grows In China

Thursday, January 25, 2007

January 25 Roundup

Analysts in the news for January 25:

  • Michael Gartenberg at JupiterResearch about Excellent Smartphone Analysis
  • Carmi Levy at Info-Tech Research Group via Unstrung about Treos (PALM) Gets Microsoft (MSFT) Push
  • Ozgur Aytar at Pyramid Research about Latin American Operators Question Vendor Readiness for Managed Services
  • Neil Mawston at Strategy Analytics via InformationWeek about Cell Phone Shipments Pass 1 Billion Mark; GPS Boost Expected Soon
  • Roger Entner at Ovum via Investor's Business Daily about Cingular's Q4 Profit Almost Quadruples, Lifting AT&T (T) Shares Near A 5-Year High
  • Todd Kort at Gartner and Richard Windsor at Nomura International via Unstrung about The Perils of Being Slim
  • Martin Garner at Ovum, American Technology Research analyst Albert Lin and Jussi Hyoty at FIM Securities via Forbes.com about Nokia (NOK) Turns Up The Heat
  • Ryan Reith at IDC via the RED HERRING about Billion Phones Sold in 2006
  • Ken Dulaney at Gartner via InfoWorld about Palm finally delivers real push e-mail
  • Jari Honko at eQ Bank and Niek van Veen at Forrester Research via BusinessWeek about Nokia's Numbers a Big Relief for Investors
  • Nokia Q4 2006 Earnings Call Transcript via SeekingAlpha
  • QUALCOMM (QCOM) F1Q07 (Qtr End 12/31/06) Earnings Call Transcript via SeekingAlpha
  • Craig J. Mathias at Farpoint Group via Computerworld about Why mobile operating systems could fade away

Wednesday, January 24, 2007

January 24 Roundup

Analysts in the news for January 24:

  • Geoff Blaber, Andrew Brown and Simon Baker at IDC about EMEA Mobile Phone Market to Grow 12% in 2007 to Reach 400 Million Units
  • Dean Bubley at Disruptive Analysis about 3GSM fatigue
  • Dean Bubley at Disruptive Analysis about Femtocells - will they really work with absolutely-standard phones?
  • Peggy Anne Salz at VisionMobile about Read my mind: adding recommendation to the mobile search mix
  • Bena Roberts at BKI Media about Yell.Com gets Mobile
  • Albert Lin at American Technology Research via IDG News Service about Mobile shopping app comes to BlackBerry (RIMM)
  • Albert Lin at American Technology Research via USATODAY.com about Will 'unlocked' cellphones free consumers?
  • Prudential analyst Inder Singh and Sanford Bernstein analyst Paul Sagawa via Reuters.com about Qualcomm (QCOM) posts higher 1st-qtr net, affirms 07 view

Tuesday, January 23, 2007

January 23 Roundup

Analysts in the news for January 23:

  • Julien Blin at IDC about Verizon (VZ) Is Now the New U.S. Market Leader on Mobile Data Spending Per Customer Basis Among the National Carriers
  • Dean Bubley at Disruptive Analysis about So exactly what is a byte when transmitted via a mobile data service?
  • David Kerr and Chris Ambrosio at Strategy Analytics about Apple (AAPL) iPhone To Energize Development Of Cellular Media Devices
  • Brian O’Rourke at In-Stat via the RED HERRING about Apple to Battle Nintendo, Sony?
  • David Chamberlain at In-Stat, Linda Barrabee at Yankee Group, Tamara Gaffney at Telephia and Ira Brodsky at Datacomm via the Columbia Daily Tribune about Talk takes a back seat
  • Morgan Stanley’s Scott Coleman and Albert Lin at American Technology Research via Barron’s Online Tech Trader Daily about Motorola (MOT): The Pounding Continues, As Morgan Stanley Cuts Rating
  • Needham’s John Lynch and Charlie Wolf via Barron’s Online Tech Trader Daily about RIM (RIMM): Needham Cuts Rating, Sees iPhone Clouding Prospects For Blackberry Pearl

Monday, January 22, 2007

January 22 Roundup

Analysts in the news for January 22:

  • Charles Golvin at Forrester Research about AT&T's (T) Unity -- The First Step To The Converged Network Is A Small One
  • Thomas Husson at JupiterResearch about MIDEM
  • Shailendra Pandey at ABI Research about One of Four Handsets Shipped in 2011 Will Cost Less Than $20
  • Allen Nogee at In-Stat about Cellular Carriers Need to Develop WiMAX Strategy Now
  • Neil Mawston at Strategy Analytics and Andrew Brown at IDC via BusinessWeek about Sony Ericsson (SNE) Maxes the Mix
  • BMO Capital Markets analyst John Bucher and American Technology Research analyst Albert Lin via the Associated Press about A Second Look: Motorola (MOT)
  • Richard Windsor at Nomura and Gulbinder Garcha at Credit Suisse via Bloomberg.com about Nokia (NOK) Profit Probably Rose Less Than Revenue on Cheaper Phones

Sunday, January 21, 2007

Weekend Roundup

Analysts in the news for the weekend of January 20-21:

  • Jen Wu at M:Metrics about As interest in ringtones wanes in Europe, ringbacks are a positive note for the mobile music industry
  • Albert Lin at American Technology Research, Carmi Levy at Info-Tech Research Group and John Slack at Morningstar Inc. via the Daily Herald about Jobs, profits fall at Motorola (MOT)
  • Jack Gold at J. Gold Associates, Lawrence Harris at Oppenheimer and Jonathan Hoopes at ThinkEquity Partners via Investor's Business Daily about Heavy Discounting Of New BlackBerry Weighing On RIM (RIMM)
  • Neil Strother at NPD Group, Miro Kazakoff at Compete and Ken Dulaney at Gartner via Computerworld about iPhone (AAPL): The mediocre phone that will change the world
  • Linda Barrabee at Yankee Group and Scott A. Ellison at IDC via the New York Times about Madison Avenue Calling
  • Roger Entner at Ovum via the San Antonio Express-News about Cellular providers scrambling to increase phone data business
  • JupiterResearch analyst Thomas Husson via the RED HERRING about Analysts Tout Smart Phones
  • John Delaney at Ovum viaBBC NEWS about The cost of calling from abroad

Friday, January 19, 2007

January 19 Roundup

Analysts in the news for January 19:

  • Compete Inc about The market may be ripe, but will shoppers pay the iPhone premium? and Break out the ibates and watch consumers switch carriers
  • Joseph Laszlo at JupiterResearch about The Devil Calls Prada
  • Michael Gartenberg at JupiterResearch about TOG on iPhone (AAPL)
  • Bena Roberts at BKI Media about Mobile advertising is a bottomless pit
  • Carmi Levy at Info-Tech Research Group via TopTechNews about Will the iPhone Affect Business Phones?
  • Current Analysis analyst Avi Greengart and Yankee Group analyst Josh Martin via The New York Sun about Cingular Faces Uphill Battle In New York Market
  • Roger Kay at Endpoint Technologies and Daniel Berninger at Tier1 Research via E-Commerce Times about Business: AT&T Unveils Mobile to Wireline Phone Plan
  • Forrester Research analyst Charles Golvin via Reuters about AT&T Ties Mobile, Landline Calls Together
  • Phillip Redman and Kathie Hackler at Gartner about With Cingular Rebranding to AT&T, Seek Integration Benefits
  • Carolina Milanesi and Hugues J. De La Vergne at Gartner about Apple iPhone Shows Phone Makers the Value of User Interfaces

Thursday, January 18, 2007

January 18 Roundup

Analysts in the news for January 18:

  • Dean Bubley at Disruptive Analysis about iPods and musicphones
  • Andreas Constantinou at VisionMobile about Mapping mobile Linux: from Lego bricks to castles
  • Paul Sagawa at Sanford C. Bernstein and Co, Daryl Armstrong at Citigroup, Ed Snyder at Charter Equity Research, Albert Lin at American Technology Research and Brian Modoff at Deutsche Bank via the Chicago Tribune about Job cuts at Motorola (MOT)?
  • RBC analyst Mark Sue and Charter Equity Research analyst Ed Snyder via thestreet.com about Miles to Go at Motorola
  • Gene Munster at Piper Jaffray, Yankee Group analyst Josh Martin and Samir Bhavnani at Current Analysis via Forbes.com about How Fresh Is Apple (APPL)?
  • Chris Ambrosio at Strategy Analytics and IDC Analyst Ramon Llamas via TechNewsWorld about LG's New Prada Phone - Not an iPhone
  • Gerhard Fasol at Eurotechnology Japan via The Economist about Japanese telecoms: Change is in the air
  • Citigroup analyst Daryl Armstrong, Gartner analyst Todd Kort and Richard Windsor at Nomura Holdings via Unstrung about Motorola to Cut Handset Staff?

Wednesday, January 17, 2007

January 17 Roundup

Analysts in the news for January 17:

  • Dean Bubley at Disruptive Analysis about Fudging the numbers, part 2
  • Michael Gartenberg at JupiterResearch about No Java on the iPhone (AAPL)
  • Thomas Husson at JupiterResearch about 10 mobile myths & fallacies
  • Ross Rubin at NPD Group about iPhone ‘indsight
  • Kathryn Weldon and Avi Greengart at Current Analysis and Jack Gold at J.Gold Associates via searchmobilecomputing.com about Apple's iPhone is 'gorgeous,' but not fit for the enterprise -- yet
  • Roger Kay at Endpoint Technologies Associates via Bloomberg.com about Apple First-Quarter Profit Rises on IPod, Mac Sales
  • Stuart Robinson at Strategy Analytics via Cellular-News about Touchscreen Handset Gets Tactile Feedback
  • Albert Lin at American Technology Research and Richard Doherty at The Envisioneering Group via BusinessWeek about Qualcomm's (QCOM) Crystal Ball
  • JP Morgan analyst Bill Shoppe, Piper Jaffray analyst Gene Munster and Gartner analyst Mike McGuire via the RED HERRING about Apple Profit Up 78 Percent
  • Apple F1Q07 (Qtr End 12/30/06) Earnings Call Transcript via SeekingAlpha

Tuesday, January 16, 2007

January 16 Roundup

Analysts in the news for January 16:

  • Sue Uglow at Juniper Research about Consumer MVNO Subscribers to Reach 352m by 2012, but Growth Constrained by Poor Uptake of Data Services
  • Julie Ask at JupiterResearch about Contextual Advertising ... and a new season of 24
  • Ira Brodsky at Datacomm Research via TechNewsWorld about Mobile Devices: BlackBerry Pearl Takes a Walk on the White Side

January 15 Roundup

Analysts in the news for January 15:

  • Bruce Gibson at Juniper Research about Mobile Gambling forecast to top $16 billion globally by 2011, despite bleak prospects for US market
  • Jane Zweig at The Shosteck Group, Miro Kazakoff at Compete and Maribel Lopez of Forrester via The Seattle Times about Handset sales going up, but not profit
  • Ovum analyst Roger Entner via USATODAY.com about Sprint (S), T-Mobile: Local carriers drag feet
  • Ovum analyst John Delaney via ZDNet UK about 3 ditches all roaming charges
  • Neil Strother at NPD Group, Kevin Burden at Telephia and M:Metrics analyst Jen Wu via the San Jose Mercury News about More movies, TV coming to mobile phones

Sunday, January 14, 2007

Weekend Roundup

Analysts in the news for the weekend of January 13-14:

  • Joseph Laszlo at JupiterResearch about One Cingular Sensation
  • Jack Gold at J. Gold Associates via Investor's Business Daily about Motorola (MOT) Acquisitions Target Two Key Areas
  • Hugues de la Vergne at Gartner, John Jackson at M:Metrics and Ed Snyder at Charter Equity Research via the Chicago Tribune about Phonemaker profits sliced at either end of price range

Friday, January 12, 2007

January 12 Roundup

Analysts in the news for January 12:

  • Stuart Carlaw at ABI Research about Cisco (CSCO) Sues Apple (AAPL) over the iPhone Name - A Sad Reflection on a Litigation Friendly Environment
  • Michael Gartenberg at JupiterResearch about Jobs on the iPhone being a closed system
  • Carmi Levy at Info-Tech Research Group via Canadian Business Online about RIM (RIMM): time to grow up
  • Stuart Robinson at Strategy Analytics about Signals End of the Road for MMC in Cellphones
  • NPD Group analyst Neil Strother via internetnews.com about Learning From Sprint's (S) Stumble
  • Yankee Group analyst Boyd Peterson and M:Metrics analyst John Jackson via E-Commerce Times about Telecom: AT&T Bids Goodbye to Cingular Brand
  • Merrill Lynch’s Joe Osha via Barron’s Online Tech Trader Daily about Texas Instruments (TXN): Merrill Sees Trouble With Locosto Cell Phone Chip

Thursday, January 11, 2007

January 11 Roundup

Analysts in the news for January 11:

  • Dean Bubley at Disruptive Analysis about How strange, I wasn't asked to speak at the March UMA conference.....
  • Philip Solis at ABI Research about Sprint Nextel's (S) 2007 Mobile WiMAX Plans
  • Tim Bajarin at Creative Strategies via Technology Pundits about Apple (AAPL) iPhone User Interface
  • David Weissman atZacks Investment Research, Rick Franklin at Edward Jones and Carmi Levy at Info-Tech Research Group via the Daily Herald about Motorola (MOT) enters some trying times
  • Jack Gold at J. Gold Associates via SearchCIO.com about IPhone 'wow' factor fails to tempt CIOs
  • Albert Lin at American Technology Research, Nomura Securities analyst Richard Windsor and Ben Wood at Collins Consulting via the Wall Street Journal about iPhone Hinges On the Likes of Mr. Digate
  • Niek van Veen at Forrester Research and Ovum analyst Jonathan Arber via vnunet.com about Analysts divided over iPhone prospects
  • Linda Barrabee at Yankee Group via Business 2.0 about 2007: The year of mobile TV
  • Daniel Renouard at R.W. Baird & Co, IDC analyst Sean Ryan and Todd Kort at Gartner via Investor's Business Daily about HP's (HPQ) Lagging Smart-Phone Business Eyes Boost From Startup Acquisition
  • American Technology Research analyst Shaw Wu via SmartMoney.com about iPhone Features Signal Ties to Google (GOOG)

Wednesday, January 10, 2007

January 10 Roundup

Analysts in the news for January 10:

  • Stuart Carlaw at ABI Research about iPhone (AAPL) Arrival - At Last
  • Forrester analyst Jenny Lau, Dean Bubley at Disruptive Analysis and Jeremy Green at Ovum via vnunet.com about Upwardly mobile
  • Dean Bubley at Disruptive Analysis about Apple iPhone.... first thoughts
  • Dean Bubley at Disruptive Analysis about Apple, Cingular, service creation and operator requirements
  • Nate Elliott at JupiterResearch about iPhone Shuffle?
  • Thomas Husson at JupiterResearch about The Apple Phone Revolution?
  • Michael Gartenberg at JupiterResearch about iPhone Bottom Line
  • Current Analysis analyst Avi Greengart via internetnews.com about Analysts: Hold The iPhone
  • Edward Snyder at Charter Equity Research via RED HERRING about Moto (MOT) Unveils RIZR, RAZR Phones
  • Mary Ann O'Loughlin at Ovum and Gerry Purdy at Frost & Sullivan via E-Commerce Times about Visa, Nokia (NOK) Partner on Mobile Wallets
  • Seamus McAteer at M:Metrics, Forrester Research analyst Charles Golvin and Linda Barrabee at Yankee Group via Los Angeles Times about IPhone sets menacing tone for competition
  • Ovum Technology analyst Jonathan Arber and Niek Van Veen at Forrester Research via Forbes.com about Europe Will Be Different For The iPhone
  • Pamela De Luca and Paul Brown at Strategy Analytics about Samsung Cingular SYNC Tops Competition
  • Paul Brown and Kevin Nolan at Strategy Analytics about Palm (PALM) Treo 700P Narrowly Beats T-Mobile Dash
  • Roger Entner at Ovum, Nick Agostino at Research Capital and Tim Bajarin at Creative Strategies via New York Times about In Cingular-Apple Deal, Only Phone Was Missing
  • Roger Entner at Ovum via IDG News Service about Apple picks Cingular to sell iPhone
  • Niek van Veen at Forrester, Jeff Kagan at Kagan Research, Gartner analyst Carolina Milanesi and Michael Nelson at Stanford Group via BBC NEWS about Can Apple's iPhone upset the mobile cart?
  • Richard Windsor at Nomura via RED HERRING about Apple’s Cingular Dilemma

Tuesday, January 09, 2007

January 9 Roundup

CES is here. What's more MacWorld started today, which means lots of analysts in the news talking about that company (AAPL) named after a fruit:

  • Philip Solis at ABI Research about Apple iPhone's OS
  • Dean Bubley at Disruptive Analysis about The problem with IMS is the "M"
  • Julie Ask at JupiterResearch about Apple iPhone ... what they didn't say about the services
  • Michael Gartenberg at JupiterResearch about What's Missing From the iPhone
  • Michael Gartenberg at JupiterResearch about Is Apple Late to the Phone Game?
  • Michael Gartenberg at JupiterResearch about Macworld - Apple Says It's Time to Phone Home
  • Thomas Husson at JupiterResearch about Wecome to A-VSB ?!
  • Julie Ask at JupiterResearch about Milestone Day for Mobile Video
  • Tim Bajarin at Creative Strategies via Technology Pundits about Apple's New iPhone and Apple TV
  • Michael Nelson at Stanford Group, Roger Entner at Ovum, Albert Lin at American Technology Research and Ed Snyder at Charter Equity Research via Reuters.com about High-end wireless vulnerable to Apple iPhone
  • Michael Gartenberg at JupiterResearch via The Technology Chronicles about Steve Jobs, the master at work
  • JupiterResearch analyst Julie Ask and Mike McGuire at Gartner via The Atlanta Journal-Constitution about Apple marries iPod, cellphone and Web
  • Charles Golvin at Forrester Research via USATODAY.com about Jobs unveils long-awaited iPhone

Monday, January 08, 2007

January 8 Roundup

Analysts in the news for January 8:

  • Dean Bubley at Disruptive Analysis about BT Fusion consumer WiFi ... no new phones, but HotZones & distribution are in
  • Dean Bubley at Disruptive Analysis about Nokia, Skype, Internet tablets..... and Sprint?
  • Joseph Laszlo at JupiterResearch about MediaFlo A Go
  • John Mansell at JupiterResearch about Sprint Nextel Churn--My Story
  • Thomas Husson at JupiterResearch about My 2007 predictions
  • Bena Roberts at BKI Media about 4Info Mobile Search Engine Analysis
  • MGI Securities analyst Darren Robinson, Neil Strother at NPD Group and Genuity Capital Markets analyst Dvai Ghose via Bloomberg.com: Canada about Rogers' New Wireless Subscriptions Top Estimates
  • Kevin Burden at Telephia via Unstrung about Telephia Reports on Music

Sunday, January 07, 2007

Weekend Roundup

Analysts in the news for the weekend of January 6-7:

  • Philip Solis at ABI Research about It's Official - Nokia Chosen as Sprint's Third WiMAX Partner
  • Dean Bubley at Disruptive Analysis about Mobile phone radiation: truth, science and Clarins face spray
  • Bena Roberts at BKI Media about Click Analysis T-Mobile WAP t-zones portal
  • Gartner's Tole Hart via InformationWeek about Even With China Mobile Deal, Google's (GOOG) Got A Tough Sell In Mobile Search
  • Roger Entner at Ovum via the New York Times about A Personal Computer to Carry in a Pocket
  • IDC analyst Ryan Reith via Reuters.co.uk about Verizon Wireless plans cell phone TV this quarter

Friday, January 05, 2007

January 5 Roundup

Analysts in the news for January 5:

  • Andreas Constantinou at VisionMobile about Retail idea #3: Selling hardware features
  • RBC analyst Mark Sue, JPMorgan analyst Ehud Gelblum and Charter Equity Research analyst Ed Snyder via TheStreet.com about Motorola (MOT) Miss Mangles Nokia (NOK)
  • John Delaney at Ovum via the Guardian about Millions get the message as texting hits a festive peak | |
  • John Haynes at Rensburg Sheppards, Brian Modoff at Deutsche Bank and Mark Sue at RBC Capital Markets via Bloomberg.com about Motorola Shares Drop on Earnings Miss; Nokia Slides
  • Credit Suisse analyst Kulbinder Garcha via Barron’s Online Tech Trader Daily about Nokia: Credit Suisse Cuts Rating, Sees Pressure On Margins, ASPs

Thursday, January 04, 2007

January 4 Roundup

Analysts in the news for January 4:

  • Ed Snyder at Charter Equity Research and James Faucette at Pacific Crest Securities via Crain's Chicago Business about Be better prepared could be new Moto slogan
  • Jim Penhune at Strategy Analytics via USATODAY.com about Forget the triple playwireless ups the ante
  • Craig J. Mathias at Farpoint Group via Computerworld about The time is now for fixed/mobile convergence
  • Neil Strother at NPD Group via the Chicago Tribune about 'Q' phone adding network
  • Citigroup’s Daryl Armstrong via Barron’s Online Tech Trader Daily about Motorola (MOT): Citi Trims Estimates, Price Target On Weak KRZR Sales
  • Sandeep Malhorta at Merrill Lynch via Barron’s Online Tech Trader Daily about Nokia (NOK): Merrill Says Q4 Will Show Eroding Margins, Lower Average Prices
  • Philip Solis at ABI Research about Rumor Analysis: Nokia Could be Sprint's Third Choice of WiMAX Vendor
  • Charter Equity Research analyst Ed Snyder via Reuters.com about Motorola cuts 4th-qtr view on cell phone results
  • Brian Modoff at Deutsche Bank and Mark Sue at RBC Capital Markets via Bloomberg.com about Motorola Says Fourth-Quarter Results Missed Forecast

Wednesday, January 03, 2007

January 3 Roundup

Analysts in the news for January 3:

  • Ben Wood at CCS Insight and Neil Mawston at Strategy Analytics via Reuters about U.S. group sues Nokia (NOK), Samsung over Bluetooth
  • Neil Mawston at Strategy Analytics via Bloomberg.com: Germany about Benq to Liquidate Phone Unit as Investor Search Fails
  • Stuart Carlaw at ABI Research about Will Bluetooth be Dragged into the IP Litigation Mire?
  • Dean Bubley at Disruptive Analysis about Alcatel - Lucent... overdoing the rebranding and FMC groupthink
  • Dean Bubley at Disruptive Analysis about So, when is HSUPA going to arrive?
  • Scott Ellison at IDC about 10 Emerging Mobile Players To Watch in 2007
  • Bruce Gibson at Juniper Research about Mobile Video to Boost Mobile Sports, Leisure and Information Content Market to $9.5bn by 2011
  • Michael Gartenberg at JupiterResearch about What the Zune (MSFT) does well, it doesn't do differently and what it does differently, it doesn't do well
  • Bena Roberts at BKI Media about White Label Search Engines: JumpTap vs Medio Systems
  • Rob Enderle at Enderle Group via Technology Pundits about The Real Battle May Be Between MacWorld and CES
  • Cody Acree at Stifel Nicolaus and Edward Snyder at Charter Equity Research via The Boston Globe about Woburn chip maker Skyworks Solutions may get big chunk of Apple's (AAPL) iPhone business
  • Ovum Ltd. analyst Roger Entner via Unstrung about Cingular: The Call of the WiFi
  • Pacific Crest’s James Faucette via Barron’s Online Tech Trader Daily about Motorola (MOT): Is Demand For The RAZR Starting To Dull?
  • Merrill Lynch’s Richard Farmer, Shaw Wu at American Technology Research and Needham’s Charlie Wolf via Barron’s Online Tech Trader Daily about Apple: Merrill Boosts Price Target, Estimates On Strong iPod Sales; AmTech, Needham Also Bullish

Tuesday, January 02, 2007

January 2 Roundup

Analysts in the news for January 2, 2007:

  • Julie Ask at JupiterResearch about Video News Footage from your Cell Phone
  • Lewis Ward at IDC about Subscription-based Purchases of Wireless Games Will Gain Ground by 2010
  • Lance Wilson at ABI Research about Managed Mobile Network Services to See Double-Digit Growth
  • David Chamberlain at In-Stat about Strong Consumer Interest in Converged VoWLAN/Cellular Services May be Slowed by Handset Availability
  • Charles Golvin at Forrester Research via E-Commerce Times about US Ready for Mobile Marketing

Monday, January 01, 2007

New Year's Roundup

Happy Mobile New Year! Here are analysts in the news for the New Year's long weekend:

  • Morgan Stanley analyst Aaron Husock, Needham & Co. analyst Charles Wolf and Hugues De La Vergne at Gartner via the Chicago Tribune about Palm (PALM) dropping some calls; stock is fading out
  • Roger Entner at Ovum via the Atlanta Journal-Constitution about AT&T shuffling execs in wake of BellSouth deal
  • Rob Enderle at the Enderle Group via TechNewsWorld about The Three Big Tech Battles of 2007: Who Has the Edge and What Is the Winning Strategy