February 29, 2008 Roundup

Analysts in the news for February 29:

• Dean Bubley at Disruptive Analysis about Verizon Wireless - $40 for 50MB... are they joking?
• Dean Bubley at Disruptive Analysis about Starting to dismantle the Tyranny of the SIM card
• Ross Rubin at The NPD Group about Few surprises in iPhone SDK rumors
• Ben Wood at CCS Insight about Rugged mobile phones gaining mass appeal
• David Chamberlain at In-Stat and Phillip Redman at Gartner via E-Commerce Times about Sprint One-Ups Competition With Loaded Flat-Rate Plan
• Goldman Sachs analyst David Bailey, UBS’ Ben Reitzes and Shaw Wu at American Technology Research via Barron’s Online Tech Trader Daily about Apple Shares Jump Ahead Of iPhone SDK Event; Analysts Expect Support For Exchange, Notes; Waiting For 3G
• Pacific Crest analyst Steve Clement and UBS Securities analyst John Hodulik via Barron’s Online Tech Trader Daily about Leap Leaps, MetroPCS Jumps After Affirming Forecasts

February 28, 2008 Roundup

Analysts in the news for February 28:

• Ian Fogg at JupiterResearch about Mobile Web vs Applications/Widgets
• Michael Gartenberg at JupiterResearch about Will the iPhone Support ActiveSync/Exchange Next Week?
• Thomas Husson at JupiterResearch about Mobile Internet Tariffs
• Thomas Husson at JupiterResearch about m.brandname.com
• Michael Gartenberg at JupiterResearch about Death of the Smartphone
• Julie Ask at JupiterResearch about How much messaging can a Pres. Candidate do in an SMS?
• Michael Gartenberg at JupiterResearch about What's Next... Collect Calls?
• Tom Byrd at CCS Insightabout Eco products feature throughout Mobile World Congress (MWC)
• Camille Mendler at Yankee Group about Blackberry, Burberry and Bling
• John Barrett at Parks Associates via washingtonpost.com about Coming From Asia: The Next Cool Cell Phones
• Patrick Monaghan at Yankee Group, Julie Ask at JupiterResearch and Charles Golvin at Forrester Research via Newsday.com about 33M Americans now use only cell phones at home
• Carolina Milanesi at Gartner via FT.com about New mobile players ring the changes
• Ross Rubin at NPD Group via RCR Wireless News about Seeking the iPhone killer
• Gartner analyst Mike McGuire, Maribel Lopez at Lopez Research and Roger Kay at Endpoint Technologies Associates via InternetNews about What's Apple's Enterprise iPhone Play?
• William Power at Robert W. Baird and Roger Entner at IAG Research via newsobserver.com about Layoffs to reshape Motricity
• Chris Hazelton at IDC via NewsFactor about Verizon Leads a New Era of Open Wireless Networks
• Carolina Milanesi at Gartner, Morgan Stanley analyst Frank Wang, Kim Woon-ho at Prudential Investment and Securities and CLSA analyst Samantha Chu via Reuters about Touchpad phone makers surf iPhone wave

February 26, 2008 Roundup

Analysts in the news for February 26:

• Michael Gartenberg at JupiterResearch about iPhone 1.1.4 Upgrade Hits
• Julie Ask at JupiterResearch about Short Codes, Peanuts and Bar Napkins
• Dean Bubley at Disruptive Analysis about E-Mobile's E-Monster - VoIPo3G in Japan
• Dean Bubley at Disruptive Analysis about What's a Normob?
• Dean Bubley at Disruptive Analysis about The evolution of MVNOs
• Dean Bubley at Disruptive Analysis about Standalone Mobile Apps vs Web Apps on Mobile
• David Carnevale at iSuppli about Fixed-Rate Pricing Capitalizes on Consumer Usage Trends
• BMO Capital analyst Keith Bachman via Barron’s Online Tech Trader Daily about Apple: BMO Capital Cuts Target; Ups Mac Unit Forecast, But Lowers Expectations For iPods, iPhones
• Roger Entner at IAG Research via USATODAY.com about CEO Profile: Sprint's new CEO showed grit from the start
• Chris Hazelton at IDC via Sci-Tech Today about Dick Tracy Would Love Nokia's Morph Cell Phone

February 22, 2008 Roundup

Analysts in the news for February 22:

• Dean Bubley at Disruptive Analysis about WiFi vs 3G and session-based mobile broadband
• Bena Roberts at BKI Media about Mobile Barcodes
• Daniel Taylor at Yankee Group about I’m Baaack
• Dvai Ghose at Genuity Capital Markets and Info-Tech Research Group analyst Michelle Warren via Bloomberg.com about Rogers Fourth-Quarter Profit Rises 44%; Sales Gain
• Piper Jaffray analyst Gene Munster, Van Baker and Mike McGuire at Gartner and Tony Rizzo at The 451 Group via MacNewsWorld about Scrutinizing Shuffle, Pining for iPhone SDK, Head-Scratching Over Media Event
• Stifel Nicolaus analyst Rebecca Arbogast, Edward Yu at Analysys, Charter Equity Research's analyst Ed Snyder and American Technology Research analyst Mark McKechnie via Forbes.com about 3Com rebuff may foretell Motorola difficulties -
• Ben Wood at CCS Insight, Charles King at Pund-IT and Ken Dulaney at Gartner via Unstrung about Where's the iPhone SDK?
• Dan Shey at ABI Research, Gartner analyst Tole Hart, telecom analysta Jeff Kagan and Andrew Seybold and Nemertes Research analyst Irwin Lazar via Network World about What do unlimited calling plans really offer businesses?
• Toni Sacconaghi at Bernstein Research and J.P. Morgan’s Bill Shope via Barron’s Online Tech Trader Daily about Apple Hits Lowest Level Since June; New iPhone Worries
• Lehman’s Jeff Kvall via Barron’s Online Tech Trader Dailyabout Motorola: With New CFO In Place, Is Split-Up Ahead?
• Ben Wood at CCS Insight via Times Online about BlackBerry rebranding aims to shed image of City banker's tool
• Rob Sanderson at American Technology Research and Ken Dulaney at Gartner via BusinessWeek about RIM: Growth Rules the Day

February 20, 2008 Roundup

Analysts in the news for February 20:

• Thomas Husson at JupiterResearch about zaOza Vivendi Mobile Entertainment
• Bill Hughes at In-Stat about Current Converged Mobile Devices Fail to Compel Users
• Craig Moffett at Sanford C. Bernstein & Co., Charles Golvin at Forrester Research and Kenneth Dulaney at Gartner via the Los Angeles Times about Firms add unlimited call plans
• Rob Enderle at Enderle Group via internet.com about When Will Smart Phones Overtake Laptops?
• Yair Reiner at Oppenheimer & Co. and Chris Jones at Canalys via Bloomberg.com about Garmin Profit Jumps; Shares Drop as Margins Shrink
• Neil Strother and Julie Ask at JupiterResearch and Lewis Ward at IDC via St. Petersburg Times about Cell phone giants roll out deals for big-time talkers
• Credit Suisse analyst Christopher Larsen and UBS analyst John Hodulik via Barron’s Online Tech Trader Daily about Price War! Telcos Swoon As Analysts Chop Ests on Verizon, AT&T, Qwest, Sprint; How Low Can Prices Go?

February 19, 2008 Roundup

Analysts in the news for February 19:

• Mark Mulligan at JupiterResearch about Universal Appeal?
• Dean Bubley at Disruptive Analysis about Multiplicity management - sharing data & content between devices
• Dean Bubley at Disruptive Analysis about Virtuality Squared - IBM has a virtual virtual operator in Finland
• Dean Bubley at Disruptive Analysis about Handsets and interference on planes
• Dean Bubley at Disruptive Analysis about 3GSM in Barcelona... no surprises
• Andreas Constantinou at VisionMobile about Learnings from the Mobile World Congress: 10 predictions for MWC 2009 (part 1)
• Seamus McAteer at M:Metrics about MIXED FORTUNES FOR MOBILE GAMES INDUSTRY
• Ross Rubin at The NPD Group via RCR Wireless NewsA about Smartphone growth highlights aging definitions, shifting propositions
• Lewis Ward at IDC via RCR Wireless News about Industry Outlook 2008: Video
• UBS analyst Ben Reitzes via Barron’s Online Tech Trader Daily about Apple Cuts Price On 1GB iPod Shuffle To $49 From $79; Unveils 2GB Version Priced at $69
• Richard Dineen at HSBC via Barron’s Online Tech Trader Daily about Sprint: Time to Unwind the Short Position, Says HSBC
• Roger Entner at IAG Research via Pioneer Press about ATT chimes in with unlimited calling plan

February 14, 2008 Roundup

Analysts in the news for February 14:

• James Kuai atParks Associates about Mr. Mobile Goes to Pyongyang
• Thomas Husson at JupiterResearch about Back from Mobile World Congress
• Waqas Javed at IDC about Australia Mobile Data Services to Grow at a Rate of More Than 50% in 2008
• Shailendra Pandey at ABI Research about Symbian Achieves Strong Growth Amidst Challenging Market Developments
• Tom Byrd at CCS Insight about Eco products feature throughout MWC
• Jack Gold at J. Gold Associates and Ken Dulaney, at Gartner via Computerworld about Could a touch-screen BlackBerry be in the offing?
• Stephanie Pittet and Caroline Milanesi at Gartner and Shiv Bakhshi at IDC via AFP about Mobile industry embraces touch-screen; some bet on projector glasses
• Jeffrey Hammond at Forrester and IDC's Lewis Ward via TopTechNews about New Android Development Kit Released by Google
• BKI Media analyst Bena Roberts via IT Week about Google’s Android basks in Mobile World Congress spotlight

February 13, 2008 Roundup

Analysts in the news for February 13:

• Ramon Llamas at IDC about Handheld Devices Sink 53.2% During Fourth Quarter But Protracted Decline Appears to Be Slowing
• Nate Elliott at JupiterResearch about Why 2008 Won't Be The Breakthrough Year for Mobile Advertising
• Thomas Husson at JupiterResearch about Best Mobile Entertainment Services - Mobile World Congress
• Dean Bubley at Disruptive Analysis about Quick thoughts from 3GSM
• Kevin Restivo at IDC and Mark Tauschek at Info-Tech Research Group via The Industry Standard about Why Microsoft became attracted to Danger
• Ken Dulaney at Gartner and Michelle Warren at Info-Tech Research Group via TheStar.com about Users unforgiving after latest BlackBerry crash
• Jack Gold at J.Gold Associates and Chris Ambrosio at Strategy Analytics via The Associated Press about BlackBerry Outage Caused by Upgrade
• Seamus McAteer at M:Metrics via The Globe and Mail about Back in action, RIM faces new threats
• Forrester analyst Charles Golvin via Top Tech News about Google's Android Stirs Mobile-Device Industry
• Gartner analyst Carolina Milanesi via Reuters about Nokia to add Google search on handsets
• Craig Berger at FBR Research, Richard Gardner at Citigroup, Tim Bajarin at Creative Strategies and Gene Munster at Piper Jaffray via CIO Today about Apple Expected to Offer 3G iPhone This Year
• Gartner analyst Phillip Redman, Morgan Keegan & Co. analyst Tavis McCourt, Barry Gilbert at Strategy Analytics and Richard Williams at Cross Research via Bloomberg.com about BlackBerry's Lead at Risk After North America Failure
• Shiv Bakhshi at IDC, John Hodulik at UBS and Tole Hart at Gartner via CNN/Money about T-Mobile Is No. 4, On A Roll
• Gene Munster at Piper Jaffray, Pacific Crest’s Andy Hargreaves and Shaw Wu at American Technology Research via Barron’s Online Tech Trader Daily about Apple: FY Q2 Should Get Boost From Component Price Cuts; Weak iPhones, Strong Macs; Air Worries
• Pali Research analyst Walter Piecyk via Barron’s Online Tech Trader Daily about Sprint Adds Activist Whitworth To Board; Pali Proposes Four Directors To Boot Out Of Office
• Richard Windsor at Nomura Securities via BusinessWeek about Who Will Control the Heart of Handsets?

February 11, 2008 Roundup

Analysts in the news for February 11:

• Michael Gartenberg at JupiterResearch about Microsoft Buys Danger - First Take
• Seamus McAteer at M:Metrics about MEASURING CHINA, THE WORLD’S LARGEST MOBILE MARKET
• Jack Gold at J. Gold Associates via Computerworld about Xperia X1 to be first Sony Ericsson phone with Windows Mobile
• Dean Bubley at Disruptive Analysis via the International Herald Tribune about Regulator calls for lower SMS roaming charges
• Rachel Lashford at Canalys via the International Herald Tribune about Sony Ericsson to use Windows Mobile
• Ken Dulaney at Gartner and Sean Ryan at IDC via InfoWorld about Outfitting the iPhone for business
• Miro Kazakoff at Compete via RedHerring about Danger Hangs Up on IPO, Dials Microsoft
• Citigroup’s Richard Gardner via Barron’s Online Tech Trader Daily about Apple: Added to Citi's "Top Picks Live&" List; Says Reduced iPhone, iPod Builds Now Discounted
• Yankee Group analyst John Jackson via Reuters about Motorola committed to mobile phone business
• Gartner analyst Leif-Olof Wallin and Ben Wood at CCS Insight via Computerworld about Apple competitors catch iPhoneitis at trade show

February 8, 2008 Roundup

Analysts in the news for February 8:

• Thomas Husson at JupiterResearch about Barcelona - MWC
• Julie Ask at JupiterResearch about Marketing High Speed Data Networks - or Not
• Dean Bubley at Disruptive Analysis about Mobile PBX Fundamentalism.... the acid test
• Dean Bubley at Disruptive Analysis about A cellular radio network planner's worst nightmare......
• John Barrett at Parks Associates about Open Up and Say Android
• Kevin Wang at iSuppli Corporation about China’s Handset Shipment Growth to Slow in 2008
• Jack Gold at J. Gold Associates via Computerworld about ARM to show off Android platform at trade show next week
• NPD Group analyst Ross Rubin via Forbes.com about Branding A New LG
• John Byrne at Technology Business Research and Ken Dulaney at Gartner via Computerworld about Are Dell, Google planning a phone partnership?
• John Delaney at Ovum via RedHerring about Microsoft/Yahoo is Mobile Equal of Google
• Friedman Billings Ramsey analyst Craig Berger via Barron’s Online Tech Trader Daily about Another Research Note On Apple's Build Rate Finds Strength In Macs, Weakness In iPods and iPhones
• Citigroup’s Jim Suva via Barron’s Online Tech Trader Daily about Recession Could Bruise Handset Stocks, Citi Says
• Mercury Research analyst Dean McCarron and Yankee Group's Josh Martin via Wired about Like Apple, Intel Wants to Put the 'Internet in Your Pocket
• Ben Wood at CCS Insight via The Telegraph about Google set to launch Android for phones

February 6, 2008 Roundup

Analysts in the news for February 6:

• Thomas Husson at JupiterResearch about Orange 2007 results
• Scott Ellison at IDC about 10 Emerging Mobile Players To Watch in 2008
• Dean Bubley at Disruptive Analysis about Rapid growth in fring's VoIPo3G user base
• Dean Bubley at Disruptive Analysis about It's a feature, not a service - so bill it once only
• Jack Gold at J. Gold Associates, Phillip Redman at Gartner and Craig Mathias, an analyst at The Farpoint Group via Computerworld about AT&T to expand its 3G network to more cities
• Pete Cunningham at Canalys and Gene Munster at Piper Jaffray via Top Tech News about Apple's iPhone Takes Third of Global Market
• Shiv K. Bakhshi at IDC via RCR Wireless News about Convergence, Aristotle and Kant
• Christine Perey at Informa via Reuters about Mobile Fair-Social networks go mobile

Gripe of the Week: What's Wrong With This Picture?

Since Sprint decided to end its Ambassador Program, I no longer receive free cell phones to review :-(

As a direct result, I recently had to purchase for my 12 year-old son a new handset and add him to our AT&T family plan. We now have three Samsung handsets in the family and they all seem to work reasonably well. So what's wrong with the below picture?

What's wrong is Samsung in all of their infinite wisdom decided to use three different power connectors for the handsets. Which means carrying three AC adapters, three car chargers, cables, etc. Why is it so difficult for handset manufacturers to standardize on one connector like mini-USB? Arrrghhh!

February 5, 2008 Roundup

Analysts in the news for February 5:

• Michael Gartenberg at JupiterResearch, Jill Aldort at the Yankee Group and Avi Greengart and Bill Ho at Current Analysis via Forbes.com about Microsoft Crafts New Mobile Strategy With Yahoo!
• Charles Di Bona at BernsteinResearch and Jill Aldort at Yankee Group via Forbes.com about Microsoft Finally Gets The Competitive Spirit
• Pete Cunningham and Rachel Lashford at Canalys about Smart mobile device shipments hit 118 million in 2007, up 53% on 2006
• Jill Aldort at Yankee Group via AssociatedPress about How young is too young for a cell phone?
• Michael Gartenberg at JupiterResearch about New iPhone and iPod Touch Models Appear
• Julie Ask at JupiterResearch about Will the real Chocolate Cell Phone Please Stand up?
• Julie Ask at JupiterResearch about Another MVNO Says Good-bye
• Julie Ask at JupiterResearch about Last Message before Super Tuesday
• Charice Wang at Ovum about National roaming fee to be cut in China
• Dean Bubley at Disruptive Analysis about Mobile industry customer service encourages churn
• Greg Sheppard at iSuppli about Talking Trash: Fewer Than One in 10 U.S. Consumers Recycled Their Old Mobile Handsets in Q4
• CCS Insight analyst Ben Wood and Daniel Winterbottom at Informa via Reuters about Nokia starts roll-out of gaming, networking sites
• Chris Hazelton at IDC via NewsFactor Network about Apple Doubles Storage on iPhone and iPod Touch

February 4, 2008 Roundup

Analysts in the news for February 4:

• David Chamberlain at In-Stat about HSPA, New Data Plans Will Improve the Smartphone Market In Europe
• Keith Nissen at In-Stat about FMC and Femtocells Heading Toward Full Convergence of Services
• Julie Ask at JupiterResearch about SMS Ads ... What warrants an alert? and when?
• Dean Bubley at Disruptive Analysis about A new slant on VoIPo3G - Circuit voice over mobile HSPA IP tunnels
• Andreas Constantinou at VisionMobile about Nokia does Trolltech: preparing the ground for Ovi
• UBS Investment Bank analyst Maynard Um and Nomura Securities analyst Richard Windsor via Unstrung about Moto: Spin or Sale?
• Mark McKechnie at American Technology Research, Ed Snyder at Charter Equity Research and Brian Modoff at Deutsche Bank Securities via chicagotribune.com about Motorola chief grabs the phones
• David Chamberlain at In-Stat via Red Herring about Ringleader Reloads with $6M for Mobile Ads
• American Technology Research analyst Mark McKechnie via Barron's Online Tech Trader Daily about Motorola: AmTech Cuts Rating To Sell; Contends Market May Be Over-Valuing Handset Business
• UBS Securities analyst Ben Reitzes and Sanford Bernstein analyst Toni Sacconaghi via Barron's Online Tech Trader Daily about UBS Says iPhone Inventory Issues Overblown, Sees Strong Demand; Sees 10.9 Million Sold In Fiscal '08
• Needham analyst Richard Valera via Barron's Online Tech Trader Daily about Needham Ups Garmin to Buy, Economy No Threat To GPS

Super Bowl Champs! The Great Escape and Catch

As a long-time New York Giants fan, I have to gloat after last night's improbable Super Bowl victory. In a night of big plays, one stands out above the rest - Eli's escape and Tyree's catch on the game winning drive. Check out the video below. Wow!