September 28, 2007 Roundup

Quote of the day goes to a Los Angeles Times article about Disney hanging up its MVNO mobile phone service due to price and handset competition from the major carriers. The article quotes Mark Donovan at M:Metrics and Charles S. Golvin at Forrester Research, but the winning QOD goes to JupiterResearch analyst Julie Ask who said, "The stuff they were offering for families was right on target for what people want."

Probably not the full quote, but you still have to shake your head and say "what?" If it was right on target and what parents wanted then Disney wouldn't be shutting it down. Not too hard to figure that one out. Then again what do I know. As a parent, I'm only the target audience....

Analysts in the news for September 28:

• Julie Ask at JupiterResearch about Another Innovative MVNO Falls (Disney Mobile)
• Dean Bubley at Disruptive Analysis about Enterprise FMC - 1 vs 2 numbers and SMS
• Ross Rubin at NPD Group about Palm Centro haiku
• Ross Rubin at NPD Group about iPhone introspection
• Charter Equity Research analyst Ed Snyder and Cody Acree at Stifel Nicolaus & Co. via SignOnSanDiego.com about Qualcomm nudges up 4th-quarter forecast
• J.P. Morgan’s Christopher Danely via Barron’s Online Tech Trader Daily about Motorola Reportedly Ramping Up Chip Orders; Good News For RFMD, ONNN, NSM, BRCM
• RBC Capital’s Mike Abramsky via Barron’s Online Tech Trader Daily about Palm: The Centro Rally Continues; Will It Win New Fans, Or Cannibalize Pricier Models?
• John Jackson, at Yankee Group via Top Tech News about Apple Shuts Down Hacked iPhones

August 7, 2007 Roundup

Analysts in the news for August 7:

• Howard Wilcox at Juniper Research about Mobile Broadband users to pass 1bn by 2012 with HSPA accounting for over 70%
• Dean Bubley at Disruptive Analysis about VoIP and Java ME
• Dean Bubley at Disruptive Analysis about Reverse subsidy model
• Charles Golvin at Forrester Research via US News and World Report about Coping With a 'Moblogging' Future
• Ed Snyder at Charter Equity Research via San Diego UNION-TRIBUNE about Federal judge rules Qualcomm withheld documents; must pay Broadcom legal fees

July 20 Roundup

Analysts in the news for July 20:

• Julie Ask at JupiterResearch about Tootsie Roll Tootsie Pop in an SMS Campaign
• Ryan Reith at IDC and Jane Snorek at First American Funds via The Globe and Mail about Motorola pins hopes on new handset
• Roger Entner at IAG Research, Rob Enderle at Enderle Group and Blair Levin of Stifel, Nicolaus & Co. via the Los Angeles Times about Verizon cuts deal with Broadcom
• Dresdner Kleinwort analyst Per Lindberg, Richard Windsor at Nomura and Nicolas von Stackelberg, an analyst at Sal. Oppenheim via Bloomberg.com about Ericsson Net Gains 12%, Missing Estimate; Stock Falls
• Ed Snyder at Charter Equity Research via the Chicago Tribune about Is time short for Zander?
• Piper Jaffray’s Gene Munster, J.P. Morgan’s Bill Shope and Lehman’s Harry Blount via Barron’s Online Tech Trader Daily about Apple: Piper Boosts Target; Sees 45 Million iPhones Sold in 2009

June 12 Roundup

Analysts in the news for June 12:

• Bob Egan at Tower Group, Dan Schatt at Celent and Jeanne M. Garascia at Javelin Strategy and Research via Newsday.com about You can now bank by cell phone, and although few do so, the industry sees huge growth ahead
• Brian O'Rourke at InStat, Charles Golvin at Forrester Research and Stanley Bruederle at Gartner via TechNewsWorld about Wibree Joins Bluetooth's Kingdom
• Todd Kort at Gartner via CIO Today about Nokia and Bluetooth SIG Partner on Low-Power Wibree
• Gene Munster at Piper Jaffray via Bloomberg about Apple iPhone users will need iTunes account
• Avi Greengart at Current Analysis via the Houston Chronicle about Motorola Touts Clearer Calls
• Bear Stearns analyst Philip Cusick via Barron’s Online Tech Trader Daily about Sprint: Bear Stearns Cuts Estimates, Sees Slower Than Expected Return To Growth
• Caris & Co.’s Shebly Seyrafi via Barron’s Online Tech Trader Daily about Broadcom Buys Global Locate, Maker Of GPS Chips; Could SiRF Be Next?
• Neil Strother at JupiterResearch via the Associated Press about Samsung's cell phones overtaking Motorola

June 8 Roundup

Analysts in the news for June 8:

• Michael Gartenberg at JupiterResearch about nutSie brings iTunes to your cell phone today
• Stuart Carlaw at ABI Research about US International Trade Commission Qualcomm Ruling - What are the Impacts?
• Avi Silver at Bear Stearns, Brian Modoff at Deutsche Bank, Krishna Shankar at JMP Securities, iSuppli analyst Jagdish Rebello and Blair Levin at Stifel Nicolaus via MarketWatch about Wall Street shrugs off ruling against Qualcomm
• Michael King a Gartner via San Diego UNION-TRIBUNE about Qualcomm punished with phone import ban
• Stephen Baker at NPD Group via CNET News.com about Get ready for the summer of Apple
• Charles Golvin at Forrester Research via CNET News.com about Import ban on 3G handsets could hurt industry
• Mike Goodman at Yankee Group via E-Commerce Times about A Free Service That Plays iTunes on Your Phone? That's nuTsie
• Richard Windsor at Nomura via FT.com about LG petitions US over Qualcomm
• Barron’s Online Tech Trader Daily about Qualcomm, Broadcom and the ITC: What It Means For Investors

May 31 Roundup

Ted Dean at BDA Limited offers up some very interesting numbers from China at CNET News.com that help put the size of the mobile market in perspective. According to Dean, 200,000 new cell phone accounts are opened daily in China. Also there are "500 million active cell accounts in China, and the number will grow to around 784 million by 2011." BDA predicts that "239 million people will access the Internet by cell phone in 2011."

Dean adds the numbers are based on sim cards, and some people have more than one. For example, "Beijing citizens who visit Shanghai quite a bit, for instance, might have a card for each city to avoid roaming charges. BlackBerry owners often base their accounts in Hong Kong because that's where the service is available."

If accurate, those are monster numbers and the potential easily dwarfs the saturated U.S. market...

Analysts in the news for May 31:

• Dean Bubley at Disruptive Analysis about BT Fusion and Orange Unik
• Bena Roberts at BKI Media about The Mobile Advertising marketing who is next on the buy list?
• Brian Modoff at Deutsche Bank, Banc of America Securities analyst Tim Long and Ehud A. Gelblum at JPMorgan via Forbes.com about Motorola Edges Up
• Mehar Zulfikar at Strategy Analytics about Linux Transforming the Mobile Phone Industry
• Paul Brown and David Kerr at Strategy Analytics about Portal Usability Costs US Operators $110M in Missed Games Revenue
• Tower Group analyst Bob Egan via Computerworld about Mobile banking still slow to catch on in U.S.
• NPD analyst Ross Rubin and JupiterResearch analyst Neil Strother via TechNewsWorld about Palm Unveils a Two-Hander
• Carolina Milanesi, Ann Liang, Nahoko Mitsuyama, Tuong Nguyen and Hugues De La Vergne at Gartner about Strong Results in Asia/Pacific and Japan Drove Worldwide Mobile Phone Sales to 14 Percent Growth in the First Quarter of 2007
• Craig Mathias at Farpoint Group, Gartner analyst Stan Bruederle and Jack Gold at J. Gold Associates via eWeek about Broadcom, Qualcomm Promise Further Legal Action

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'

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?

March 13 Roundup

Analysts in the news for March 13:

• Chris Jones at Canalys about US GPS navigation market picks up speed
• Annie Turner at BKI Media about US Mobile Marketing Association has global gameplan
• Frank Dickson at iSuppli about Mobile Enablement Platform Content Market to Grow to $7.4 Billion by 2011
• UBS analyst Benjamin Reitzes via Barron’s Online Tech Trader Daily about Apple: Report iPhone's Multi-Touch Screen Technology Could Show Up In Macs, iPods…and TVs
• Wedbush Morgan’s Craig BergerBarron’s Online Tech Trader Daily about Broadcom: Wedbush Ups To Strong Buy; Lifts Ests; Sees Solid Trends In Bluetooth
• UBS analyst Alex GaunaBarron’s Online Tech Trader Daily about SanDisk: UBS Upgrades To Buy; Sees Apple Ofering 16 GB, 32 GB Flash-Based Video iPods