Monday, April 30, 2007

April 30 Roundup

Analysts in the news for April 30:

  • Ross Rubin at NPD Group via Engadget about Switched On: Spreadable fruit
  • Dean Bubley at Disruptive Analysis about xG Technology's xMax - I guess we'll know if it works fairly soon....
  • Andreas Constantinou at VisionMobile about Prague or Berlin ? Behind the scenes of the SIM industry
  • Bena Roberts at BKI Media about Are on device portals doing enough to educate the consumer?
  • James McQuivey at Forrester Research and Michael Gartenberg at JupiterResearch via Computerworld about Microsoft eyes new Zune players in battle with iPod
  • Ross Rubin at NPD Group via CNET News.com about GPS traffic reports for impatient drivers
  • Miro Kazakoff at Compete via RCR Wireless News about Internet now key part of marketing
  • JupiterResearch analyst Julie Ask via RED HERRING about Limbo 41414 Grabs $7M
  • David Chamberlain at In-Stat via E-Commerce Times about M-Commerce Hot Spots, Part 1: Beyond Ringtones and Wallpaper

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Friday, April 27, 2007

April 27 Roundup

Analysts in the news for April 27:

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Thursday, April 26, 2007

April 26 Roundup

Analysts in the news for April 26:

  • Compete about The (Re)Birth of Mobile Banking
  • Bill Hughes at In-Stat about Mobile Security – Still Misunderstood
  • Michael Gartenberg at JupiterResearch about the Missing Link on the Road
  • Jake Saunders at ABI Research about Could Nokia Stumble?
  • Jake Saunders at ABI Research about Weakness in Motorola’s Handset Division
  • Chris Ambrosio and Bonny Joy at Strategy Analytics about Increased Handset Choice Will Not Aid DVB-H Mobile TV Growth
  • Seeking Alpha about QUALCOMM F2Q07 (Qtr End 4/1/07) Earnings Call Transcript
  • Seeking Alpha about Apple F2Q07 (Qtr End 3/31/07) Earnings Call Transcript

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Wednesday, April 25, 2007

April 25 Roundup

Analysts in the news for April 25:

  • Gemma Tedesco at In-Stat about Mobile WiMAX Quickly Taking Over WiMAX IC Market
  • Chris Crotty at iSuppli about When the Consumer Electronics Market Gets Tough, the Tough Get Mobile
  • Thomas Abreu at Pyramid Research via Cellular-News about Telefonica reaches agreement with PT to control Vivo
  • Albert Lin at American Technology Research via the Associated Press about Qualcomm 2Q Profits Jump 22 Percent
  • Nomura Securities analyst Richard Windsor via Unstrung about Mobile Weakness Marks AlcaLu Malaise
  • Lewis Ward at IDC via the San Francisco Chronicle about VIDEO REVOLUTION: A different kind of TV /Mobile TV answers the call
  • JupiterResearch analyst Neil Strother via TechNewsWorld about New BlackBerry Lets Sprint, Verizon Users Go Global

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Tuesday, April 24, 2007

April 24 Roundup

Analysts in the news for April 24:

  • Julie Ask at JupiterResearch about Mobile Ad Inventory Fragmentation? or Multi-channel?
  • Michael Gartenberg at JupiterResearch about iPhone - How will Apple's entry affect handset and other markets
  • Dean Bubley at Disruptive Analysis about More motion-sensing phones...
  • Bena Roberts at BKI Media about Mobile Search Conference: Is Google faking it?
  • Bena Roberts at BKI Media about Yahoo! The branded white label mobile search company?
  • Todd Kort at Gartner via NewsFactor Network about NTT DoCoMo Debuts Motion-Sensing Mobile Phones
  • Miro Kazakoff at Compete and Tole Hart at Gartner via ComputerWorld about iPhone will test loyalty of cellular customers
  • Ken Dulaney at Gartner and Avi Greengart at Current Analysis via IDG News Service about AT&T to Target iPhone to Enterprises
  • Bank of America’s Tim Long and Scott Craig and Lehman’s Yuri Krapivin via Barron’s Online Tech Trader Daily about Mobile Phones: B of A Cuts '07 Growth View To 8% From 15%; Bad For FLEX; Is MOTOFONE History?

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Monday, April 23, 2007

April 23 Roundup

Analysts in the news for April 23:

  • Ross Rubin at NPD Group via Engadget about Switched On: Windows Mobile success deserves a better successor
  • Ross Rubin at NPD Group about The how of now
  • Dean Bubley at Disruptive Analysis about HSPA and "accidental VoIP"
  • Bena Roberts at BKI Media about AT&T InfoSpace and MEdia Net
  • Tina Teng at iSuppli about Samsung Surges in Q1 Mobile-Phone Market
  • M:Metrics analyst Seamus McAteer via Cape Cod Times about The new snail mail
  • Jule Ask at JupiterResearch via RCR Wireless News about Emerging Opportunities for Operators and Marketers
  • RBC Captial’s Mike Abramsky via Barron’s Online Tech Trader Daily about Palm: Throwing The Hail Mary

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Friday, April 20, 2007

April 20 Roundup

Analysts in the news for April 20:

  • Vinita Jakhanwal at iSuppli about Mobile Phones Drive Small/Medium LCD Shipments Past 3.8 Billion Units in 2007
  • Ramon Llamas and Ryan Reith at IDC about Mobile Phone Shipments Grow 10.0% Year Over Year, Slower Than Previous Quarters
  • Lehman’s Jeff Kvaal via Barron’s Online Tech Trader Daily about Palm: Lehman Upgrades To Neutral On Rapid Market Growth, Steadying Competition

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Thursday, April 19, 2007

April 19 Roundup

Analysts in the news for April 19:

  • Ian Fogg at JupiterResearch about Blackberry Cold Turkey Learnings
  • Dean Bubley at Disruptive Analysis about VoIP and the Nokia N95
  • Philip Solis at ABI Research about Qualcomm Gradually Embracing WiMAX
  • Annie Turner at BKI Media about SFR Mobile TV
  • Carmi Levy at Info-Tech Research Group via TorontoSun.com about CrackBerry addicts writhe in pain
  • Jack Gold at J.Gold Associates via InformationWeek about How To Prepare For Another BlackBerry Crash
  • Brant Thompson at Goldman Sachs, James Faucette at Pacific Crest Securities and Brian Modoff at Deutsche Bank Securities via the Chicago Tribune about For Motorola, 'some really tough sledding'
  • Neil Mawston at Strategy Analytics via Mobile Today about No Easter eggs for consumers
  • Charles Golvin at Forrester Research via The Boston Globe about Airvana files to go public
  • Carolina Milanesi at Gartner via Dow Jones about Nokia Says U.S. Turnaround Unlikely Until 2008
  • Niklas Lund at Alandsbanken Asset Management, Ilkka Rauvola at Evli Bank and Richard Windsor at Nomura Securities via Bloomberg.com: Europe about Nokia First-Quarter Net Falls; Stock Gains on Margins
  • Seeking Alpha about Nokia Q1 2007 Earnings Call Transcript
  • Bear Stearns analyst Philip Cusick, Lawrence Harris at Oppenheimer and Mats Nystrom at SEB Enskilda via Barron’s Online Tech Trader Daily about Nokia: Q1 Sales +4%; Mobile Phones -5%; ASP -13.5%; Stock Gains On Higher Margins

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Wednesday, April 18, 2007

April 18 Roundup

Analysts in the news for April 18:

  • Michael Gartenberg at JupiterResearch about Blackberry Blackout
  • Mark Donovan at M:Metrics about INCREASING CAMERAPHONE OWNERSHIP FORCES A NEW FOCUS FOR GRAPHICS PUBLISHERS
  • Carmi Levy at Info-Tech Research Group and Daniel Taylor at Mobile Enterprise Alliance via InformationWeek about BlackBerry Shutdown Sends Danger Signal For RIM
  • Nick Agostino at Research Capital and Carmi Levy at Info-Tech Research Group via Reuters about RIM says most BlackBerry service restored
  • Dan Taylor at Mobile Enterprise Alliance, Gene Signorini at Yankee Group and Todd Kort at Gartner via CNET News.com about BlackBerry outage: RIM a victim of its own success?
  • Gene Signorini at Yankee Group via Computerworld about AT&T announces integration of wired and wireless services
  • Kathryn Weldon and Avi Greengart at Current Analysis and Daniel Taylor, at Mobile Enterprise Alliance via SearchMobileComputing.com about BlackBerry outage cuts off millions
  • Nomura analyst Richard Windsor, Martin Garner at Ovum and Neil Mawston at Strategy Analytics via BusinessWeek about Nokia: Back to the Glory Days?
  • Stephen Baker at NPD Group and Ken Dulaney at Gartner via MarketWatch about BlackBerry service disrupted; some outages persist
  • Piper Jaffray analyst Thomas Michael Walkley via Forbes.com about Little Outrage Over BlackBerry Outage
  • Jefferies & Co. analyst William Choi and Kenneth Leon at Standard & Poor's via Bloomberg.com about Motorola Posts First-Quarter Loss After Price Cuts
  • American Technology Research analyst Shaw Wu via Barron’s Online Tech Trader Daily about Apple: Report AT&T Could Pay $50-$150 Subsidy For iPhone
  • Prudential’s Inder SinghBarron’s Online Tech Trader Daily about Motorola: Q1 Results Weak (As Expected); Q2 Guidance Light; But Stock Rising

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Tuesday, April 17, 2007

April 17 Roundup

Analysts in the news for April 17:

  • Christianne Pang at Telephia about Moving Residences Prompts Consumers to Re-evaluate Their Purchases of Communications and Entertainment Services
  • Michael Gartenberg at JupiterResearch about Mobile Shopping?
  • Michael Gartenberg at JupiterResearch about It's hard to commit
  • Julie Ask at JupiterResearch about Shopping with Text Messaging ... Is it New?
  • Julie Ask at JupiterResearch about Parental Controls on Cell Phones for Kids
  • Ross Rubin at NPD Group about WiMAX crop getting ready to drop
  • Ross Rubin at NPD Group about emoze woes
  • Bena Roberts at BKI Media about The Orange Idle Screen and the barcode issue
  • Jon Collins at Freeform Dynamics about Blackberry vs Universal: the First Heat
  • Roger Entner at IAG about The differences between Activist Shareholders
  • Charles Golvin at Forrester Research via the International Herald Tribune about Fast cellphones aim to unseat laptops
  • Jefferies & Co. analyst Bill Choi and Piper Jaffray analyst T. Michael Walkley via Forbes.com about Earnings Preview: Motorola
  • Gemma Tedesco at In-Stat about Could Wi-Fi-Only Phones Replace Cellular?
  • Charter Equity Research analyst Ed Snyder, J.P. Morgan analyst Ehud Gelblum and Merrill Lynch analyst Tal Liani via thestreet.com about Muddy Trails for Motorola

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Monday, April 16, 2007

April 16 Roundup

Analysts in the news for April 16:

  • Thomas Husson at JupiterResearch about Mobile TV news
  • Philip Solis at ABI Research about Sprint Nextel Continues to Drive the Mobile Broadband Market Forward
  • Forrester Research analyst Charles Golvin via E-Commerce Times about Nokia Promises Tougher Patent Fight After Qualcomm Rejects Payment
  • Avi Greengart at Current Analysis via RCR Wireless News about The Importance of Functional Branding for Handsets
  • David Chamberlain at In-Stat via washingtonpost.com about Firm Tries to Ring Up Cellphone Ad Dollars
  • Gartner analyst Ken Dulaney, Tony Rizzo at The 451 Group and ThinkEquity analyst Jonathan Hoopes via the RED HERRING about Apple’s Mobile Force?

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Friday, April 13, 2007

Friday the 13th (April) Roundup

Analysts in the news for April 13:

  • Julie Ask at JupiterResearch about Can Better UI's Sell Content?
  • Julie Ask at JupiterResearch about Kiddy Cell Phones Dropped by Carriers
  • Dean Bubley at Disruptive Analysis about Wireless VoIP provider Barablu bidding for GSM spectrum
  • Michael Gartenberg at JupiterResearch, Tim Bajarin at Creative Strategies and Ingrid Ebeling at JMP Securities via the San Francisco Chronicle about Apple's iPhone will ship on time but Leopard lags
  • Albert Lin at American Technology Research via MarketWatch about Broadcom alleges misconduct in suit vs Qualcomm
  • Dr Richard Windsor at Nomura International via MobileToday about Samsung reports record handset sales
  • Roger Entner at IAG Research via the San Antonio Express-News about AT&T reaps big profits from 'American Idol'

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Thursday, April 12, 2007

April 12 Roundup

Analysts in the news for April 12:

  • Eden Zoller at Ovum about Yahoo! steps up attack on mobile advertising ? and beyond
  • Hampus Jakobsson at VisionMobile about The headaches of being a handset OEM
  • Shailendra Pandey at ABI Research about Why KDDI’s Entry in the US is a Surprising but Sensible Move?
  • Bena Roberts at BKI Media about convergence vs voice
  • Jack Gold at J. Gold Associates and Shiv Bakhshi at IDC via Investor's Business Daily about Nokia, Motorola, RIM Strive To Attract Application Developers
  • Jack Gold at J. Gold Associates via Computerworld about Dell folds Axim, may be eyeing Palm purchase
  • Barron’s Online Tech Trader Daily about Research In Motion: Stock Slumps On FY Q4 Report; Expectatons Got Out Of Hand
  • American Technology Research analyst Shaw Wu via Barron’s Online Tech Trader Daily about Apple: AmTech Ups March Qtr Ests; Raises iPod Forecast, But Lowers View On Macs

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Wednesday, April 11, 2007

April 11 Roundup

Analysts in the news for April 11:

  • Michelle Abraham at In-Stat about Mobile TV Continues Slow, Steady Growth
  • Thomas Husson at JupiterResearch about JamStar Records
  • Mark Mulligan at JupiterResearch about Where have all the ring tones gone?
  • Dean Bubley at Disruptive Analysis about DoCoMo Intel dual-OS handsets for enterprise use
  • Ross Rubin at NPD Group about SlingCatcher in the Rye
  • Dr. Jagdish Rebello at iSuppli about Indian Mobile-Phone Subscribers to More Than Triple From 2006 to 2011
  • Carmi Levy at Info-Tech Research Group via Reuters.com about RIM profit up sharply, says SEC upgrades probe
  • Svetlana Issaeva at Pyramid Research about FMC Subscribers to Reach 18m in 2011
  • T. Michael Walkley at Piper Jaffray and Matt Kelmon at Kelmoore Investment via thestreet.com about RIM Looks to Break Out
  • Barron’s Online Tech Trader Daily about Palm: Shares Slip After Analyst Meeting; No Signs Of Imminent Takeover; Speculation On Ultra-Mobile PC

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Tuesday, April 10, 2007

April 10 Roundup

Analysts in the news for April 10:

  • Julie Ask at JupiterResearch about Disney ARPU Isn't Kid Stuff
  • Dean Bubley at Disruptive Analysis about SonyEricsson K750: first-to-market featurephone with Naked SIP?
  • Bena Roberts at BKI Media about The Mobile Advertising Company Radar
  • Roger Entner at IAG about And another from the “What have they been thinking?” folder
  • James Quin at Info-Tech Research Group via eChannelLine about Symantec offers PC-like security to Windows Mobile devices
  • Neil Mawston at Strategy Analytics via the News Sun about Cell phones that fit your budget
  • Stephen Baker at NPD Group via the NewsFactor Network about Can Apple Sell 100 Million More iPods?
  • NPD analyst Stephen Baker via the Chicago Tribune about SanDisk Partnering With Yahoo Music Unit
  • Gartner analyst Todd Kort via Unstrung about Palm's Open Source Hope
  • Piper Jaffray analyst Gene Munster via The Mac Observer about iPod, iTunes Gain in Popularity Among Teens
  • Gene Munster at Piper Jaffray via BusinessWeek about Kids eat up Apple
  • Prudential’s Jesse Tortora via Barron’s Online Tech Trader Daily about Apple: Pru Ups Ests; Sees Two New Video iPods, Including 16GB Flash Model, 60 GB Hard Drive Model

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Monday, April 09, 2007

April 9 Roundup

Analysts in the news for April 9:

  • IdaRose Sylvester at IDC about SanDisk WiFi PMP--When Gorgeous Technology Fails to Ignite the Market
  • David Card at JupiterResearch about SanDisk WiFi's Yahoo Music
  • Iain Gillott at iGR via RCR Wireless News about Tweens, Teens and Other Assorted Nightmares
  • Pacific Crest’s James Faucette via Barron’s Online Tech Trader Daily about Research In Motion: Pacific Crest Ups Estimates On Strong 8800 Demand
  • Roger Entner at IAG about 2007 CTIA Post-Mortem

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Sunday, April 08, 2007

Weekend Roundup

Analysts in the news for the weekend of April 7-8:

  • Dean Bubley at Disruptive Analysis about Evolving enterprise comms & Microsoft: it's not just about mobility and FMC
  • Andreas Constantinou at VisionMobile about Bye Bye Browser
  • Ross Rubin at NPD Group about Mobile video could use mobile AppleTV
  • Ross Rubin at NPD Group about Broken Jawbone
  • Bena Roberts at BKI Media about Yahoo! Podcast and Media Tagging Patents

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Friday, April 06, 2007

April 6 Roundup

Analysts in the news for April 6:

  • Thomas Husson at JupiterResearch about Back from Jerusalem
  • Jack Gold at J. Gold Associates via Network World about Windows phone users get new data access option
  • Stuart Carlaw at ABI Research, Ross Rubin at the NPD Group and Bob Egan at the Tower Group via LinuxInsider about The Steady Migration of Smartphones to Linux
  • Christopher Baggini at Gartmore Funds via Barron’s Online Tech Trader Daily about How Much Pain for Broadcom from Motorola?

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Thursday, April 05, 2007

April 5 Roundup

Analysts in the news for April 5:

  • Michael Gartenberg at JupiterResearch about First iPod Virus.. or just silly headline
  • Dean Bubley at Disruptive Analysis about Geo-locking femtocells
  • Dean Bubley at Disruptive Analysis about Making handsets bearer-aware or location-aware for FMC
  • Stuart Carlaw at ABI Research about and the Winner is ........ Sagem (no seriously)
  • Bena Roberts at BKI Media about The Idle Screen Radar
  • Michael King at Gartner via the San Jose Mercury News about Nokia, Qualcomm trade salvos as licensing deal nears expiration
  • Piper Jaffray analyst Gene Munster and Samir Bhavnani at Current Analysis via the RED HERRING about iPod Wannabes’ Slice of Apple
  • Charles Golvinat Forrester ResearchBusinessWeek about Do-It-Yourself Wireless
  • Phillip Redman at Gartner via the San Francisco Chronicle about Despite airplane phone ban, some people just don't get it
  • Piper Jaffray analyst T. Michael Walkley and Stifel Nicolaus analyst Cody Acree via Associated Press about Qualcomm Shares Slip on Nokia Payment
  • Richard Windsor at Nomura via BusinessWeek about Nokia pays Qualcomm $20M for licenses
  • Brantley Thompson at Goldman SachsR and Rob Sanderson at American Technology Research via Barron’s Online Tech Trader Daily about Research In Motion: Goldman Ups Ests On Strong Pearl Sales; AmTech Says Street Ests Too Low

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Wednesday, April 04, 2007

April 4 Roundup

Analysts in the news for April 4:

  • Victor Liu at In-Stat about Solid Foundation Now in Place for WiMAX in Asia/Pacific
  • Julien Blin at IDC about 4Q06 Sprint Nextel Regained Its Lead in Terms of Blended Data ARPU Among the U.S. Wireless Carriers
  • Stacy Sudan at IDC about Expanding Needs for Mobile Device Security Software Will Drive Revenue Growth Over the Next Five Years
  • Ross Rubin at NPD Group about Mobile TV, hold the phone
  • Ross Rubin at NPD Group about Smartphones and media like PB & pickles
  • Ross Rubin at NPD Group about Gauging the Ocean’s tide
  • NPD analyst David Riley and Parks Associates analyst Michael Cai via TechNewsWorld about Sony Shaves $30 Off PSP Price
  • Todd Kort, at Gartner via the Chicago Tribune about Microsoft connects on cell phones
  • Ross Rubin at NPD Group, Gregory Melich at Morgan Stanley, Andy Hargreaves at Pacific Crest Securities and Lehman analyst Alan Rifkin via the Investor's Business Daily about Best Buy, Wal-Mart Take On RadioShack In Cell Phone Retail
  • Richard Windsor at Nomura via the Financial Times about Qualcomm hopes to avoid Nokia conflict
  • Per Lindberg at Dresdner Kleinwort via Barron’s Online Tech Trader Daily about Mobile Phones: Get Ready For An Ugly Quarter
  • IDC's Julien Blin via InformationWeek about Verizon Regains Lead In Wireless Subscribers; Sprint Gets Some Good News

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Tuesday, April 03, 2007

April 3 Roundup

Analysts in the news for April 3:

  • Wayman Leung and Neal Bonner at Telephia and Arbitron about Mobile Audio Is a Significant Growth Opportunity
  • Bill Hughes at In-Stat and Michael King at Gartner via TechNewsWorld about Consumer: Mozilla Minimo 0.2 Enters Crowded Mobile Browser Market
  • Michael Gartenberg at JupiterResearch via Scripps Howard News Service about ‘Five R’s’ help heal ailing iPods
  • Charles Golvin at Forrester Research via THERECORD.COM about Status or safety?
  • Richard Windsor at Nomura via the International Herald Tribune about Cellphone myths, and little-known facts
  • Charter Equity Research analyst Ed Snyder and Prudential analyst Inder Singh via Reuters about Qualcomm files new patent suits against Nokia
  • Gene Munster at PiperJaffray, Ben Reitzes at UBS and J.P. Morgan’s Bill Shope via Barron’s Online Tech Trader Daily about Apple: DRM-Free Music Is A Big Plus…Or Maybe It Isn't
  • Kevin Hunt at Thomas Weisel Partners via Barron’s Online Tech Trader Daily about Apple: Weisel Ups Estimates On Falling NAND Prices
  • Kaufman Bros. analyst Todd Mitchell via Barron’s Online Tech Trader Daily about Sony Cuts PSP Pricing; Video Game Stocks Tick Higher; Getting Ready For PSP 2.0
  • Roger Entner at IAG Research via the heraldsun.com about Bell signals Motricity successes

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Monday, April 02, 2007

April 2 Roundup

Analysts in the news for April 2:

  • Michael Gartenberg at JupiterResearch about DRM Free Music from Apple and EMI Isn't Likely to Help Other Players
  • Mark DeVoss at iSuppli about Spansion Takes Lead in 2006 Mobile-Phone Flash Market
  • Kathryn Weldon and Larry Hettick at Current Analysis via Network World about Symantec offers mobile security; Motorola takes voice, data mobile
  • Forrester's Charles Golvin, Roger Entner at IAG Research and Gerry Purdy at Frost & Sullivan via TIME about Banking Goes Mobile
  • Ross Rubin at NPD Group and Samir Bhavnani at Current Analysis via TheStreet.com about Microsoft in the Zune
  • Merrill Lynch’s Vivek Arya via Barron’s Online Tech Trader Daily about Research In Motion: Merrill Ups Estimates On Strong Smartphone Demand

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Sunday, April 01, 2007

Weekend Roundup

Analysts in the news for the wekekend of March 31/April 1:

  • Dean Bubley at Disruptive Analysis about Nokia N800.... yeah OK it's cool, but please don't overdo the hype
  • John Barrett at Parks Associates and independent analyst Jeff Kagan via the Dallas Morning News about 4 carriers have all the say on what's on cellphones
  • Todd Kort at Gartner via the Chicago Tribune about Microsoft connects on cell phones
  • Ryan Reith and Ramon Llamas at IDC via Americas Network about Smartphone market gaining steam
  • Richard Windsor at Nomura via the International Herald Tribune about Cellphone myths, and little-known facts
  • Kanishka Agarwal at Telephia via the Chicago Tribune about Are phone users glued to the tube?
  • Philippe Winthrop at Aberdeen Group, Avi Greengart at Current Analysis and Ken Dulaney at Gartner via the Investor's Business Daily about Security Issues Continue To Shake Up Handhelds

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