March 27, 2008 Roundup

Analysts in the news for March 27:

• Thomas Husson at JupiterResearch about Mobile Internet
• Åse Stiller at VisionMobile about The perils of managing 3rd party software: do’s and don’ts
• Ross Rubin at NPD Group about Motorola’s split comes as paths are converging
• Philippe Winthrop at Aberdeen Group about Motorola is splitting up
• Deutsche Bank analyst Brian Modoff, RBC Capital analyst Mark Sue, Ray Archibold at Kaufman Bros. and Cowen & Co., analyst Matt Hoffman via Dow Jones about Motorola Plans To Split In Two; Icahn Said Not A Factor In Move
• M:Metrics analyst Seamus McAteer via RCR Wireless News about Hollywood scorns mobile TV
• Stuart Carlaw at ABI Research and Dean Bubley at Disruptive Analysis via The Guardian about Domestic mobile coverage to be boosted by femtocells
• Carolina Milanesi at Gartner via International Herald Tribune about Pssst - Want an unlocked phone?
• Richard Windsor at Nomura International, Merrill Lynch & Co. analyst Tal Liani, Michael Walkley at Piper Jaffray and Morgan Stanley analyst Scott Coleman via Bloomberg.com about Motorola to Split Into Two After Phone Sales Slide
• Jefferies analyst William Choi via Barron’s Online Tech Trader Daily about Motorola: The Spin Off Solves Nothing, Jefferies Says
• Citigroup’s Jim SuvaStandard & Poor’s analyst Todd RosenbluthBarron’s Online Tech Trader Daily about RIMM: Citi Says FY Q4 Could Top Ests; S&P Downgrades
• John Jackson at Yankee Group and Ellen Daley at Forrester via USATODAY.com about Motorola to split into two companies
• Chris Hazelton at IDC via CIO Today about Microsoft Eyes Development for Apple's iPhone
• Richard Windsor at Nomura via The Guardian about Wolfson falls 25% after losing iPod contract

March 25, 2008 Roundup

Analysts in the news for March 25:

• Andreas Constantinou at VisionMobile about The SIM card evolution: finally, a breakthrough?
• Ben Wood at CCS Insight about Predictions for CTIA Wireless 2008
• JupiterResearch's David Schatsky and Julie Ask via Computing about Portable media players boost mobile ads

March 24, 2008 Roundup

Analysts in the news for March 24:

• Thomas Husson at JupiterResearch about "State of the Telecom Union"
• Mark Mulligan at JupiterResearch about Comes With EMI
• Aloysius Choong and Melissa Chau at IDC about Mobile Phone Market in Asia/Pacific Excluding Japan Region to Surpass 400 Million Units in 2008
• Dean Bubley at Disruptive Analysis about EU stance on DVB-H: Inconsistency and irrelevance
• Dean Bubley at Disruptive Analysis about Will Qualcomm do something disruptive?
• Ross Rubin at NPD Group about Verizon Wireless’ open access must have accessible pricing
• Philippe Winthrop at Aberdeen Group about What am I missing regarding Verizon Wireless???
• Carolina Milanesi at Gartner, iSuppli analyst Tina Teng and Neil Mawston at Strategy Analytics via Forbes.com about Mobile Firms Fight For Third
• Rob Enderle at Enderle Group via RCR Wireless News about How to beat the iPhone and the Blackberry
• Ross Rubin at NPD Group and Avi Greengart at Current Analysis via RCR Wireless News about Samsung sees slower growth in U.S. volume this year
• Ed Snyder at Charter Equity Research via International Herald Tribune about Icahn steps up pressure on Motorola
• Lewis Ward at IDC via The Boston Globe about Roaming charges are hard to figure
• James Kelleher at Argus Research via Barron’s Online Tech Trader Daily about Icahn's Moto Struggle Not Much of a Tug-of-War
• Jeff Rath at Canaccord Adams via Barron’s Online Tech Trader Daily about Garmin: Something's Up, Maybe, Or Maybe Just Down With Navteq, Tele-Atlas
• John Jackson at Yankee Group, Bill Hughes at In-Stat, Rob Enderle at Enderle Group and Neil Strother at Jupiter via RCR Wireless News about New smartphone vendor to try — will it fly?

March 19, 2008 Roundup

Analysts in the news for March 19:

• Michael Gartenberg at JupiterResearch about Apple To Do Subscription Service?
• Dean Bubley at Disruptive Analysis about Handset OS fragmentation is here to stay - and may even impact future network architecture
• Philip Solis at ABI Research about Verizon Wireless Launches Its Open Development Initiative
• Ross Rubin at NPD Group about iPod hardware music license would recapture Napster magic
• Philippe Winthrop at Aberdeen Group about Customized Enterprise Mobility with Windows Mobile 6.1?
• Joe McGarvey at Current Analysis about A Major Stumbling Block Remains in the Path of FMC Services
• Neil Mawston and Andrew Brown at Strategy Analytics via Network World about Dell smartphone appears imminent, analysts say
• Andrew Griffin at Merrill Lynch and Carolina Milanesi at Gartner via Dow Jones about Sony Ericsson Warns Softer Conditions In Europe To Hit Sales
• IDC Analyst Ryan Reith and Garter's Carolina Milanesi via TopTechNews about Sony Ericsson Says Slowing Sales Will Hurt Income
• RBC Capital’s Mike Abramsky via Barron’s Online Tech Trader Daily about Palm Shares Slide Ahead Of Earnings Tomorrow
• Nomura analyst Richard Windsor via Barron’s Online Tech Trader Daily about Sony Ericsson Warns: Mobile Phone Demand Softening
• Richard Doherty at Envisioneering Group and Ken Dulaney at Gartner via BusinessWeek about Microsoft Wants Wireless Consumers, Too

March 18, 2008 Roundup

Analysts in the news for March 18:

• Thomas Husson at JupiterResearch about Hard Candy
• Ross Rubin at The NPD Group about Flash Lite on Windows Mobile: For the good of the platform
• Bena Roberts at BKI Media about Federated Mobile Search
• Carl Howe at Yankee Group about How the iPhone SDK is reshaping mobile application development
• Steven Mather at iSuppli about The Last Great Spectrum Land Grab
• Philippe Winthrop at The Aberdeen Group about Enjoying Windows Mobile 6.1
• Mark Donovan at M:Metrics about iPHONE HYPE HOLDS UP
• Jack Gold at J. Gold Associates via Computerworld about Flash Lite may give Windows Mobile a fighting chance against surging iPhone
• Ken Dulaney at Gartner via Computerworld about Gartner raises iPhone rating based on 2.0 software
• Pali Research analyst Walter Piecyk via Barron’s Online Tech Trader Daily about Sprint: Two Directors To Leave; Pali Wants Hockaday Out
• Ben Wood at CCS Insight via Reuters about Putting customers to work, Nokia takes on the Web

March 17, 2008 Roundup

Analysts in the news for March 17:

• Julie Ask at JupiterResearch about Mobile Internet: Improving the Experience with FLASH
• Diane Clarkson at JupiterResearch about AA.com goes mobile
• Mark Mulligan at JupiterResearch about Napster Available on O2
• Thomas Husson at JupiterResearch about Napster Mobile
• Julie Ask at JupiterResearch about Places I Visited in Morocco with Better Coverage Than My Home in SF
• Jennifer Colegrove at iSuppli about Touch Screens Become New Display Touchstones
• Ross Rubin at NPD Group via RCR Wireless News about With SDK, iPhone is Jobs' ’next great thing’ -
• Julie Ask at Jupiter Research via washingtonpost.com about Windows Mobile to get Flash, PDF support
• Piper Jaffray’s Gene Munster and Bernstein Research analyst Toni Sacconaghi via Barron’s Online Tech Trader Daily about Apple: Piper Says Data Suggests FY Q2 iPod Units 9.7-10.5M; Bernstein Still Skeptical On 10M iPhone Goal
• Citigroup’s Jim Suva and UBS’ Maynard Um via Barron’s Online Tech Trader Daily about Palm: Analysts See Centro Strength Eating Into Margins
• Thomas Husson at JupiterResearch about Back from Praha

March 13, 2008 Roundup

Analysts in the news for March 13:

• Julie Ask at JupiterResearch about In a Land Where There is No Mobile Marketing
• Julie Ask at JupiterResearch about My Theory on Why Ringtones Were Created
• Julie Ask at JupiterResearch about iPhone in the High Atlas Mountains
• Dean Bubley at Disruptive Analysis about eComm day 2 - Android and others
• Carl Howe at Yankee Group about The Zen of the Anywhere Web
• Bob Egan at Tower Group via CIO.com about Experts Doubt Google Android's Write Once, Run Many Promise
• Mark McKechnie at American Technology Research, Richard Windsor at Nomura Securities, Amit Kapur at Piper Jaffray and Geoff Blaber at CCS Insight via BusinessWeek about Are Handset Sales Set for a Fall?
• Deutsche Bank’s Jonathan Goldberg via Barron’s Online Tech Trader Daily about Gloomy On The Consumer Electronics Outlook, Deutsche Bank Cuts Targets, Ests On GLUU, ATHR, NTGR, GRMN
• Bernstein Research analyst Craig Moffett via Barron’s Online Tech Trader Daily about Sprint: Bernstein Cuts Target; Says Buyout Unlikely
• Roger Entner at IAG Research via Dow Jones about AT&T Opens Guidelines For Wireless Apps Developers

When Was the Last Time a SDK Generated So Much Press?

Apple makes an announcement and everyone writes about it. It doesn't even matter if the topic is a little ol' SDK, the mainstream media, tech press, business publications, etc will still cover it. Amazing....

March 12, 2008 Roundup

Analysts in the news for March 12:

• Thomas Husson at JupiterResearch about "Litcast" ?!
• Michael Gartenberg at JupiterResearch about 100k iPhone SDKs already out there? Impressive
• Dean Bubley at Disruptive Analysis about Handset volumes - when's the point of inflection?
• Ross Rubin at The NPD Group about Slacker’s Portable firmware update fixes some glitches
• Dr Windsor Holden at Juniper Research about Mobile music, games and TV to generate $34 billion by 2010
• Seamus McAteer at M:Metrics via San Jose Mercury News about Game developers hear iPhone's call
• Richard Doherty at Envisioneering Group via BusinessWeek about The Search for the Killer iPhone App
• IDC analyst Shiv Bakhshi and Yankee Group analyst Mike Goodman via MacNewsWorld about iPhone: 100,000 SDK Downloads Foretell Glut of iPhone Apps
• Rob Enderle at Enderle Group via Bloomberg.com about Apple IPhone Kit Downloaded by 100,000 Developers
• JupiterResearch's Michael Gartenberg, Tim Bajarin at Creative Strategies and Ross Rubin at NPD Group via USATODAY.com about Short Kindle supply is keeping e-book fans waiting
• Richard Windsor at Nomura and Exane BNP Paribas analyst Steve Babureck via Dow Jones about Texas Instruments' Woes May Signal Mobile Market Slowdown
• Craig J. Mathias at Farpoint Group via Computerworld about How not to build more reliable cellular networks
• American Technology Research analyst Mark McKechnie via Barron’s Online Tech Trader Daily about Qualcomm: AmTech Ups Rating; Sees Good 3G Play

March 10, 2008 Roundup

Analysts in the news for March 10:

• Michael Gartenberg at JupiterResearch about iPhone/iPod SDK - First Take
• Michael Gartenberg at JupiterResearch about Java for iPhone? Why?
• Thomas Husson at JupiterResearch about iPhone apps
• Andreas Constantinou at VisionMobile about Learnings from the Mobile World Congress: 10 predictions for MWC 2009 (part 2)
• Ross Rubin at The NPD Group about The Slacker Portable arrives
• Barry Gilbert at Strategy Analytics about Profiles of Handset Buyers
• Peter Jarich at Current Analysis via RCR Wireless News about Where are all the trade show buzzwords now?
• Shaw Wu at American Technology Research via WSJ.com about The iPhone's Great Email Debate
• Roger Entner at IAG Research via RCR Wireless News about Package-goods giants roll out mobile coupons

March 7, 2008 Roundup

Analysts in the news for March 7:

• Dean Bubley at Disruptive Analysis about The return of low power GSM
• Ross Rubin at NPD Group about What to do about portable navigation device theft
• Ross Rubin at NPD Group about T-Mobile allegedly wants to "get more" Sprint
• Ross Rubin at NPD Group about More iPhone application questions raised
• Gene Munster at Piper Jaffray and American Technology Group analyst Shaw Wu via Dow Jones about Tempered Optimism Greets Apple's iPhone Push
• John Girard and Ken Dulaney at Gartner via Computerworld about Security still a concern for business use of iPhone 2.0, analysts say
• Standard & Poor’s analyst Todd Rosenbluth via Barron’s Online Tech Trader Daily about Palm: S&P Upgrades Rating On Valuation
• Shaw Wu at American Technology Research, Gene Munster at Piper Jaffray, Mike Abramsky at RBC Capital, Chris Whitmore at Deutsche Bank, Richard Gardner at Citigroup and Pacific Crest’s Andy Hargreaves via Barron’s Online Tech Trader Daily about Apple: Analysts Bullish On iPhone Exchange Support; But May Struggle To Lure Big Companies From Blackberry
• Cowen’s Matthew Hoffman via Barron’s Online Tech Trader Daily about Motorola: Cowen Cuts Ests; Sees More Market Share Loss

Is it time to go iPhone?

It's still not there, but if the stars align then I just might be opening up the wallet at a local Apple Store come summer time. This BusinessWeek article quotes Standard & Poor's analyst Todd Rosenbluth and Sara Radicati at Radicati Group, and notes that Apple will be making the iPhone more enterprise friendly, which will definitely work for me as I start planning to replace my handset.

I currently use my Samsung Blackjack to check work email and for lite web usage so I need Exchange push email, calendar and contacts support. This is what I want in my next handset and what the iPhone offers:

• MS Exchange/ActiveSync Integration - coming in June?
• 3G - Summer?
• Wi-Fi - check
• Better Mobile Web Experience - check
  
• Bluetooth 2.0 with support for A2DP for stereo audio playback - maybe in the 3G version? It would be nice to use the iPhone with the TRITTON AX BLUESTREAM Bluetooth Stereo Headset
• GPS - not a deal breaker but a nice to have
• VPN - might be useful

So will my new handset needs be met by Apple this Summer?

March 6, 2008 Roundup

Analysts in the news for March 6:

• Thomas Husson at JupiterResearch about "Human penetration"
• Ross Rubin at The NPD Group about Why Flash will come to the iPhone
• Ross Rubin at The NPD Group about iPhone enterprise approach is grim for RIM
• Ross Rubin at The NPD Group about iPhone SDK: a new hope
• Jack Gold at J.Gold Associates via Unstrung about Apple's Corporate Drive
• IDC analyst Chris Hazelton and Jack Gold at J. Gold Associates via TechNewsWorld about IM Adds Dipdive to Its Crew in Social Net Push
• David Chamberlain at InStat and Ryan Reith at IDC via TechNewsWorld about Survey Pegs Cell Phone as Americans' Most Valued Tech Tool
• Simon Yates at Forrester, UBS AG analyst Benjamin Reitzes and Hakim Kriout at Grigsby & Associates via Bloomberg.com about Apple's Jobs Adds Business E-Mail Features to IPhone
• Chris Jones, Tim Shepherd and Rachel Lashford at Canalys about Global mobile navigation device shipments hit 39 million in 2007
• Van Baker at Gartner via San Jose Mercury News about iPhone gets a boost from Kleiner Perkins

March 5, 2008 Roundup

Analysts in the news for March 5:

• Dean Bubley at Disruptive Analysis about Whatever happened to HSUPA?
• Juniper Research about Mobile Ticketing goes mainstream, with over 2.6 billion mobile tickets set to be delivered by 2011
• Ravi Shekhar Pandey at Springboard Research about Indian mobile TV market to reach $360 m in 2008
• David Chamberlain at In-Stat via The Denver Post about Dialing for dollars: Money transfers via cellphone
• Craig Mathias at Farpoint Group via Techworld.com about Apple needs to offer removable batteries
• Citigroup’s Richard Gardner and Caris & Co.’s Shebly Seyrafi via Barron’s Online Tech Trader Daily about Apple: Citi Says Sources See Q2 Intro For 3G iPhone

March 4, 2008 Roundup

Analysts in the news for March 4:

• Greg Sheppard at iSuppli about Handset Preferences Influenced by Age, Income Factors
• Lewis Ward, at IDC, Seamus McAteer at M:Metrics, David Chamberlain at In-Stat and Neil Strother at JupiterResearch via BusinessWeek about Mobile TV's Weak U.S. Signal
• Lewis Ward at IDC via vnunet.com about Ring-back tones dial into mega growth
• IDC analyst Chris Hazelton, Jack Gold at J. Gold Associates and Van Baker at Gartner via TechNewsWorld about Microsoft, Nokia Shine Silverlight on Smartphones

March 3, 2008 Roundup

Analysts in the news for March 3:

• Dr Windsor Holden at Juniper Research about Mobile Music Adoption Passes Tipping Point with Revenues Set to Reach $17.5bn by 2012, Whilst Ringtones Revenues Begin Rapid Decline
• Brain Partridge at Yankee Group about Subscriber Data Are Telco’s New Crown Jewels
• Shiv K. Bakhshi at IDC via RCR Wireless News about Drunks, lampposts and the mobile industry
• Richard Windsor at Nomura via Dow Jones about Nokia Wins UK Court Ruling Against Qualcomm
• RBC Capital’s Mike Abramsky via Barron’s Online Tech Trader Daily about Microsoft Settles Visto Litigation; Will RIMM Do The Same?
• RBC Capital’s Mike Abramsky and Bank of America’s Scott Craig via Barron’s Online Tech Trader Daily about Apple: Two Analysts Cut Targets; Waiting For 3G iPhones
• Chris Hazelton at IDC via NewsFactor Network about China Mobile Eyes iPhone as Unlocked Market Blooms