May 30, 2008 Roundup

Analysts in the news for May 30:

• Carl Howe at Yankee Group about The Androids are coming: Highlights from Google I/O
• Michael Gartenberg at JupiterResearch about Sony's Rolly - "a conversation-starter if your dancing hamster has run off"
• Dean Bubley at Disruptive Analysis about Some more thoughts on mobile advertising
• Michael King, at Gartner via San Diego UNION-TRIBUNE about Qualcomm extols mobile Web era

May 29, 2008 Roundup

Analysts in the news for May 29:

• David Card at JupiterResearch about Google Hearts Mobile Marketing
• Dean Bubley at Disruptive Analysis about Google CEO on mobile advertising: Golden Goose or Dead Duck?
• Dean Bubley at Disruptive Analysis about Blending mobile VoIP and call-through
• Joshua Martin at Yankee Group about Has anyone heard about this iPhone 2.0 thing?
• Gartner analyst Carolina Milanesi via Reuters about Western European handset sales dive in Q1
• Peter Jarich at Current Analysis via RCR Wireless News about Pushing the button
• Craig Berger at Friedman, Billings, Ramsey via Barron’s Online Tech Trader Daily about Friedman: Apple iPod, iPhone Trends Positive for Chip Companies
• Edward Snyder at Charter Equity Research and Roger Entner at IAG Nielsen via NYTimes.com about The Guessing Game Has Begun on the Next iPhone

May 27, 2008 Roundup

Analysts in the news for May 27:

• Bill Hughes at In-Stat about Smartphones: The Clear Choice over Mobile Internet Devices in US
• Julie Ask at JupiterResearch about Leopard Sharks: Why I need 5MP, 8GB, and Cark Zeiss Optics in my Cell Phone
• Julie Ask at JupiterResearch about AT&T and American Idol Set SMS Voting Record
• Thomas Husson at JupiterResearch about Mobile Monday Shangai house rules
• Thomas Husson at JupiterResearch about Orange / Nokia agreement: beyond the PR blurb
• Dean Bubley at Disruptive Analysis about Vodafone: consumer FMC - and VoIPo3G? - in Italy
• Dean Bubley at Disruptive Analysis about Vodafone results - a couple of observations
• Dimitris Mavrakis at VisionMobile about How different is the iPhone 3G revenue model?
• Emily Green at Yankee Group about Blown up by bits
• Jeremy Green at Ovum via silicon.com about Vodafone CEO Arun Sarin to retire
• Ross Rubin at NPD Group, Rob Enderle at Enderle Group, Jon Erensen at Gartner and Susan Kevorkian at IDC via ContraCostaTimes.com about MP3 players losing muscle
• Nomura analyst Richard Windsor and Geoff Blaber at CCS Insight via Reuters about Symbian growth slows due to fewer new models
• Sanford Bernstein analyst Robin Bienenstock via Barron’s Online Tech Trader Daily about Vodafone Shares Slide Despite Strong Mobile Data Growth
• Standard & Poor’s analyst Todd Rosenbluth via Barron’s Online Tech Trader Daily about Palm: S&P Downgrades To Sell
• Lehman chip analyst Tim Luke, Cowen’s Matthew Hoffman, Merrill Lynch’s Tal Liani and First Global’s Bindu Benjamin via Barron’s Online Tech Trader Daily about Qualcomm Jumps; Lehman Expects Positive Update Wed.

May 22, 2008 Roundup

Analysts in the news for May 22:

• Dr Windsor Holden at Juniper Research about Mobile Search Adspend to reach $2bn by 2013, representing more than 34% of total mobile advertising spend
• Paolo Pescatore at CCS Insight via NYTimes.com about Nokia Game Licensing Draws Scrutiny and User Complaints
• M:Metrics analyst Mark Donovan via InformationWeek about Social Networking, E-Commerce Driving Smartphone Users To The Web
• Julie Ask at JupiterResearch about Good Uses of SMS in Presidential Campaigns
• Dean Bubley at Disruptive Analysis about Qualcomm - investments in Femtocells and Spectrum
• Jack Gold at J. Gold Associates via Investor's Business Daily about Road Warriors Still Picking The BlackBerry
• Charles S. Golvin at Forrester Research via New York Times about On the Road Again? Tricks to Logging On
• Carolina Milanesi at Gartner via BusinessWeek about Telecom's Last Great Growth Markets
• Avi Greengart at Current Analysis and David Chamberlain at In-Stat via msnbc.com about GPS, Web picks for cell phone upgrades
• John Jackson at Yankee Group via RCR Wireless News about Industry bullish on nontraditional devices

May 20, 2008 Roundup

Analysts in the news for May 20:

• Dean Bubley at Disruptive Analysis about Flattening Symbian shipments - user apathy about smartphones becoming apparent?
• Andreas Constantinou at VisionMobile about Value Quadrants: understanding value creation in mobile
• Andrew Jaquith at Yankee Group about Is We Ready for Mobile Identity?
• Gartner analyst Ken Dulaney and Jack Gold at J.Gold Associates via Computerworld about Employers loosen rules on camera phones
• David Kerr and Andrew Brown at Strategy Analytics about Enterprise FMC market to Reach $50 Billion by 2012
• NPD analyst Ross Rubin via USATODAY.com about Cellphone sales drop
• Lewis Ward at IDC via Top Tech News about Apple, Music Labels Discuss 3G iPhone Possibilities
• Stifel Nicolaus analyst Rebecca Arbogast, CreditSights analyst Ping Zhao, Roger Entner at IAG Research and Yankee Group's Andy Castonguay via NewsFactor Network about Little Alltel Stands Strong as Big Rivals Gobble Spectrum
• Chris Hazelton at IDC via NewsFactor Network about Jawbone 2 Headset Uses Military Noise Technology

May 19, 2008 Roundup

Analysts in the news for May 18:

• Nomura’s Andrew Beswick via Barron’s Online Tech Trader Daily about Qualcomm Wins U.K. Spectrum Auction; MediaFLO U.K.?
• Needham analyst Richard Valera via Barron’s Online Tech Trader Daily about Garmin: Needham Cuts Rating On Valuation, Macro Issues

May 16, 2008 Roundup

Analysts in the news for May 16:

• Thomas Husson at JupiterResearch about Orange to bring the iPhone in 7 European countries
• Francis Sideco at iSuppli about Wireless Semiconductors Outgrow Overall Chip Market in 2007
• Piper Jaffray’s Gene Munster via Barron’s Online Tech Trader Daily about Apple Boosts iPhone Addressable Market to 575 Million; Orange To Sell Phone In Africa, Switzerland, Austria

May 15, 2008 Roundup

Analysts in the news for May 15:

• Julie Ask at JupiterResearch about Another Mobile TV Standard ... ?
• Dean Bubley at Disruptive Analysis about Don't ditch your landline if you&'re teetotal
• Rob Enderle at Datamation about Why You Shouldn't Buy the 2.0 iPhone
• Citigroup’s Mask Mahaney via Barron’s Online Tech Trader Daily about Amazon: Citi Says Kindle Revs Could Be Material By 2010

May 14, 2008 Roundup

Analysts in the news for May 14:

• Ian Chard at Juniper Research about Mobile Web 2.0 revenues to reach $22.4bn by 2013, driven by User Generated Content and Social Networking
• Michael Gartenberg at JupiterResearch about The pen is the platform - LiveScribe First Thoughts
• Thomas Husson at JupiterResearch about MVNOs better than their hosts?
• Ian Fogg at JupiterResearch about iPhone Revisited: Signs and Portents
• Dean Bubley at Disruptive Analysis about Adding a second carrier in 3G HSPA networks
• Paolo Pescatore at CCS Insight about More and More MVNOs Enter the Italian Market
• Thomas Kang at Strategy Analytics and Harrison Cho at Mirae Asset Securities via BusinessWeek about LG Closes in on Motorola
• UBS analyst Maynard Um via Barron’s Online Tech Trader Daily about Palm: UBS Downgrades To Sell, Cites Competitive Threats
• Credit Suisse analyst Justin Funnell via Barron’s Online Tech Trader Daily about Sprint: Deutsche Telekom Bid Unlikely, Credit Suisse Says
• Eddie Hold at Current Analysis, Roger Entner at IAG Research and Stanford Group Co. analyst Michael Nelson via Dow Jones about Virgin Mobile, Helio Merger Talks Sign Of Tough Wireless Market

May 12, 2008 Roundup

Analysts in the news for May 12:

• Michael Gartenberg at JupiterResearch about Eye-Fi Brings Online Ubiquity to Almost Every Digital Camera
• Dean Bubley at Disruptive Analysis about Over-optimistic femtocell forecasts?
• Seamus McAteer at M:Metrics via International Herald Tribune about Spam migrates to cellphones
• Piper Jaffray & Co. analyst Gene Munster and Shaw Wu at American Technology Research via Bloomberg.com about Apple Says iPhone Is Sold Out at Its Internet Store
• American Technology Research analyst Shaw Wu via Reuters about Apple to launch iPhone in four Asian regions
• Cowen & Co. analyst Matthew Hoffman, Kevin Dulaney at Gartner, Jim Suva at Citigroup and Deepak Chopra at National Bank via Dow Jones about RIM Unveils New BlackBerry, Cracks High
• Piper’s Gene Munster, American Technology Research analyst Shaw Wu and BMO Capital Markets analyst Keith Bachman via Barron’s Online Tech Trader Daily about Apple: 2 Firms Up Targets; Apple.com Out Of iPhones
• Citigroup’s Jim Suva via Barron’s Online Tech Trader Daily about Research In Motion Unveils 3G Blackberry
• Chris Hazelton at IDC and Current Analysis' Avi Greengart via CIO Today about BlackBerry Goes Bold with New 3G Smartphone

May 9, 2008 Roundup

Analysts in the news for May 9:

• Michael Gartenberg at JupiterResearch about NBC streaming full episodes to the iPhone
• Dean Bubley at Disruptive Analysis about BT - FMC and VoWLAN for conservative customers
• Dean Bubley at Disruptive Analysis about iPhone non-exclusivity in Italy - it's all about prepaid
• Hwai Lin Khor at ABI Research about Femtocell Trials to Start in Singapore
• Tom Byrd at CCS Insight about I’m Lost without My Nokia N95
• Ken Dulaney at Gartner and David Chamberlain at In-Stat via MacNewsWorld about AT&T's WiFi Fake-Outs Leave iPhone Users Nonplussed

May 7, 2008 Roundup

Analysts in the news for May 7:

• Ian Fogg at JupiterResearch about BT Broadband Goes Mobile, Sortof
• Omar Salvador, at Pyramid Research Group and Wally Swain at Yankee Group via Bloomberg.com about America Movil to Bring Apple IPhone to Latin America
• Carolina Milanesi at Gartner and Neil Mawston at Strategy Analytics via International Herald Tribune about Apple to sell the iPhone through two partners in Italy
• Ed Snyder at Charter Equity Research via New York Times about Qwest Hangs Up on Sprint Nextel
• Ben Wood at CCS Insight via BusinessWeek about Europe Insight Vodafone Deal Signals Change in Apple's iPhone Strategy

May 6, 2008 Roundup

Analysts in the news for May 6:

• Tina Teng at iSuppli about Mobile Handset Market Stays on Track in Q1
• Ben Wood at CCS Insight about Vodafone Deal Signals Change in Apple’s iPhone Distribution Strategy
• Allen Nogee at In-Stat about Solutions for Indoor Cell Coverage Will Boost 3G Services
• Michael Gartenberg at JupiterResearch about Microsoft Updates Zune Functionality - First Take
• Thomas Husson at JupiterResearch about Vodafone to offer Apple's iPhone in ten markets
• Dean Bubley at Disruptive Analysis about Vodafone + iPhone...

May 5, 2008 Roundup

Analysts in the news for May 5:

• Andreas Constantinou at VisionMobile about Community dynamics in mobile open source
• Kitty Weldon at Current Analysis and Jack Gold at J. Gold Associates via SearchMobileComputing.com about BlackBerry gets native CRM application from SAP
• Charles Golvin at Forrester Research and Tole Hart at Gartner via Dow Jones about T-Mobile USA Begins Rollout Of 3G Network
• Shaw Wu at American Technology Research and RBC Capital’s Mike Abramsky via Barron’s Online Tech Trader Daily about Apple: AmTech Ups Rating To Buy, Reversing Recent Downgrade; RBC Raises Target, Sees 14M C'08 iPhones
• Ben Wood at CCS Insights, Rob Enderle at Enderle Group and Kevin Burden at ABI Research via RCR Wireless News about Apple’s international rollout

May 2, 2008 Roundup

Analysts in the news for May 2:

• Michael Min at Tempis Capital Management, Chun Seong Hoon at Hyundai Securities and Tina Teng at iSuppli via BusinessWeek about Why Samsung and LG Scare Motorola
• Chris Ambrosio at Strategy Analytics about Top 5 Handset Vendors Losing Ground as Rim and Apple Advance Rich Media Agendas
• Citigroup’s Jim Suva and Canaccord Adams analyst Peter Misek via Barron’s Online Tech Trader Daily about Research In Motion: Canaccord Raises Estimates, Target; Citi Advises Buying The Stock Before Analyst Meeting
• Citigroup’s Michael Rollins via Barron’s Online Tech Trader Daily about Sprint: Does S&P Know Something The Street Doesn't?

May 1, 2008 Roundup

Analysts in the news for May 1:

• John Hodulik at UBS Investment Research and Richard Doherty at Envisioneering Group via BusinessWeek about Why AT&T May Deep-Discount the iPhone
• Ian Fogg at JupiterResearch about Vodafone: Unlimited Mobile Internet Offered for Free
• Mark Mulligan at JupiterResearch about What Does the Rest of 2008 Hold Part I
• Ed Kountz at JupiterResearch about The return of US mobile payments...different this time around?
• Andrew Jaquith at Yankee Group about Fling Aside Your Mobile Development Inhibitions
• Michael Gartenberg at JupiterResearch via San Francisco Chronicle about Adobe, cell phone makers work on Net interface
• Linda Barrabee at Yankee Group via Reuters.com about AT&T promises live mobile TV, but who’ll watch?
• Neil Strother at JupiterResearch and Charles Golvin and Peter Kim at Forrester Research via destinationCRM.com about The Moving Target
• Bernstein Research analyst Toni Sacconaghi via Barron’s Online Tech Trader Daily about Apple: AT&T iPhone Subsidy Would Dramatically Boost Unit Sales, Bernstein's Sacconaghi Says