Thursday, July 31, 2008

July 31, 2008 Roundup

Analysts in the news for July 31:

  • John Fletcher and Sharon Armbrust at SNL Kagan about Wireless Data Revenue To Increase At A 16% Annual Rate Over The Next Decade
  • Julie Ask at JupiterResearch about T-Mobile Hits Market with New Services Targeted Towards Parents
  • Thomas Husson at JupiterResearch about Declining prices for mobile banner ads
  • Thomas Husson at JupiterResearch about EA/Gameloft mobile revenues
  • Dean Bubley at Disruptive Analysis about Why the obsession with monthly billing for mobile services?
  • Dean Bubley at Disruptive Analysis about Latency in mobile - more needs to be done
  • Andreas Constantinou at VisionMobile about Announcing the Mobile Industry Atlas
  • Ross Rubin at NPD Group about There are 2m Centros out there and they’re going online
  • Joshua Martin at Yankee Group about Dude, You’re Getting a Dell DJ!
  • Rick Doherty at Envisioneering Group and Rob Enderle at the Enderle Group via WSJ.com about Dell Tests Player to Renew iPod Battle
  • Geoff Blaber and Ben Woods at CCS Insight, Caroline Milanesi at Gartner and Ed Snyder at Charter Equity Research via Times Online about Nokia fights for market share with 10% cuts
  • Phillip Redman at Gartner, Craig Mathias at Farpoint Group and independent analyst Jeffrey Kagan via Computerworld about Motorola shows drop in mobile phone sales, recommits to mobile unit spin-off
  • Pablo Perez-Fernandez at Global Crown Capital LLC, Michael Walkley at Piper Jaffray & Co., Raimundo Archibold at Kaufman Brothers LP and Morgan Keegan & Co. analyst Tavis McCourt via Bloomberg.com about Motorola May Be No. 4 in Phones After Losing to LG
  • Yankee Group analyst Linda Barrabee via Los Angeles Times about Watch the X Games on your phone! Available on six handsets nationwide
  • David Hallden at Cheuvreux and Ben Wood at CCS Insight via InformationWeek about Nokia Cuts Phone Prices, Pressuring Rivals

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Wednesday, March 19, 2008

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

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Monday, December 10, 2007

December 10, 2007 Roundup

Analysts in the news for December 10:

  • Dean Bubley at Disruptive Analysis about So what has been the 'device of the year' in 2007?
  • Dean Bubley at Disruptive Analysis about So what do you want in your phone for Xmas?
  • Andreas Constantinou at VisionMobile about Nokia’s Ovi equals S60 squared
  • Brian Modoff at Deutsche Bank via Economist.com about Goodbye, Moto
  • JupiterResearch analyst Michael Gartenberg, Gartner analyst Michael King and Ross Rubin at NPD Group via San Diego UNION-TRIBUNE about Wrap it up
  • Stephen Baker at NPD Group via ZDNet about Why Dell needs a handheld
  • Dean Bubley at Disruptive Analysis via Network World about Telecom Italia abandons UMA
  • Michael Gartenberg at JupiterResearch and Shaw Wu at American Technology Research via Reuters about iPhone winning corporate fans despite flaws
  • John Tysoe at Mobile World and Carolina Milanesi at Gartner via the New York Times about Nokia Pushes to Regain U.S. Sales in Spite of Apple and Google
  • UBS analyst Maynard Um via Barron’s Online Tech Trader Daily about Palm: UBS Downgrades To Sell
  • JupiterResearch analyst Neil Strother via the DAILY NEWS about What is the right age for a cell phone?

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Wednesday, August 08, 2007

August 8, 2007 Roundup

Analysts in the news for August 8:

  • Bena Roberts at BKI Media about Mobile marketing or SPAM?
  • Ramon Llamas at IDC about Handheld Device Vendors Benefit from Dell's Departure, But Overall Market Still in Decline
  • Richard Windsor at Nomura via FT.com about Nokia to outsource mobile phone chips
  • Craig Mathias at the Farpoint Group via Unstrung about The iPhone is 3G
  • Richard Windsor at Nomura Securities, Stifel Nicolaus at Cody Acree, American Technology Research’s Mark McKechnie and Maynard Um at UBS Securities via Barron’s Online Tech Trader Daily about Nokia: Arming Qualcomm's Competition; Bad Day for Texas Instruments

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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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