Friday, June 27, 2008

June 27, 2008 Roundup

Analysts in the news for June 27:

  • Carl Howe at Yankee Group about Apple’s three considerations for iPhone location apps: liability, liability, and liability
  • Carl Howe at Yankee Group about I’ll see your billion PCs and raise you 3.4 billion PDs
  • James Faucette at Pacific Crest Securities, Jack Gold at J. Gold Associates and Matt Thornton at Avian Securities via Investor's Business Daily about BlackBerry Maker RIM Misses Q1 Views
  • Phil Kendall and Susan Welsh de Grimaldo at Strategy Analytics about Worldwide Mobile Subscriptions to Reach 5.6 Billion by 2013
  • Gartner's Carolina Milanesi via Dow Jones Newswires about Sony Ericsson Profit Warning Hits Sector
  • Phillip Redman at Gartner via Computerworld about Virgin Mobile USA to buy Helio for $39M
  • Sal. Oppenheim Jr. & Cie analyst Nicolas von Stackelberg, Robert Jacobsen at Jyske Bank and Richard Windsor at Nomura via Bloomberg.com about Sony Ericsson Says Profit Will Drop as Sales Weaken
  • Chris Jones at Canalys via BusinessWeek about Garmin Gets on the Phone
  • Pali Research analyst Walter Piecyk via Barron’s Online Tech Trader Daily about What's Up With Sprint?
  • JoAnne Feeney at FTN Midwest via Barron’s Online Tech Trader Daily about Report Future iPhone To Be Powered By Intel's Atom Chip
  • Friedman Billings Ramsey analyst Craig Berger via Barron’s Online Tech Trader Daily about Apple To Build 15M-Plus 3G iPhones In 2008, FBR Says
  • JMP Securities analyst Samuel Wilson via Barron’s Online Tech Trader Daily about AAPL, NOK, PALM Shares Tumble As RIMM Ups Marketing, Notes Higher Component Prices

Labels: , , , , , , , , ,

Monday, April 21, 2008

April 21, 2008 Roundup

Analysts in the news for April 21:

  • Dean Bubley at Disruptive Analysis about iPhone + fring = winner
  • Phil Redman at Gartner via FierceWireless about Is there much value in competitive PTT offerings?
  • Rob Enderle at the Enderle Group via TechNewsWorld about The Secret Global War to Beat Apple
  • Rob Enderle at the Enderle Group via RCR Wireless News about Intel’s MIDs use Linux to go after GPS systems first and iPhone next

Labels: ,

Friday, February 08, 2008

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

Labels: , , , , , ,

Wednesday, October 17, 2007

October 17, 2007 Roundup

Analysts in the news for October 17:

  • Julie Ask at JupiterResearch about Carriers Getting Serious about Mobile Advertising
  • Julie Ask at JupiterResearch about Admob Network Metrics
  • Julie Ask at JupiterResearch about Managing Mobile Access
  • Dean Bubley at Disruptive Analysis about DIfferent device, same service.... different price
  • Dean Bubley at Disruptive Analysis about At the Symbian show today
  • Richard Robinson at iSuppli about Nokia’s Navteq acquisition bid shows that map makers have plotted a course to the center of the navigation universe
  • Derek Lidow and Francis Sideco at iSuppli about Consolidation Strikes the Mobile Handset Baseband Semiconductor Market
  • Jack Gold at J. Gold Associates via E-Commerce Times about Intel Rides Mobile Revenue to Strong Q3 Earnings
  • Van Baker at Gartner via Computerworld about Apple reverses gears, opens iPhone to outside developers
  • Farpoint Group analyst Craig Mathias and Jack Gold at J.Gold Associates via SearchMobileComputing.com about Mobile security tops concerns, but policy isn't enforced

Labels: , , ,

Monday, August 06, 2007

August 6, 2007 Roundup

Analysts in the news for August 6:

  • Ross Rubin at NPD Group via Engadget about Switched On: MacBook mini would answer iPhone's call
  • Darian Bird at IDC about New Zealand Mobile Market Passes 100% Penetration
  • Jack Gold at J. Gold Associates and Ken Dulaney at Gartner via Computerworld about Google developing search tool for mobile content
  • Neil Mawston and Bonny Joy at Strategy Analytics about Samsung Becomes the World's Second Largest Mobile Phone Vendor in Q2 2007
  • Michael Gartenberg at Jupiter Research, Patrick Wang at Thomas Weisel Partners and Stifel Nicolaus analyst Cody Acree via TheStreet.com about AMD, Intel Rivalry Moves to Hand-Held Market
  • American Technology Research analyst Albert Lin via Unstrung about iPhone Revenues Flow in Three Streams
  • Avi Greengart at Current Analysis via RCR Wireless News about Open Access Does Not Mean Open Season for Device Vendors
  • American Technology Analyst Mark McKechnie via Barron’s Online Tech Trader Daily about Qualcomm Rebuffed by Bush But Prospering from Sales Outside U.S.

Labels: , , , ,

Wednesday, April 11, 2007

April 11 Roundup

Analysts in the news for April 11:

  • Michelle Abraham at In-Stat about Mobile TV Continues Slow, Steady Growth
  • Thomas Husson at JupiterResearch about JamStar Records
  • Mark Mulligan at JupiterResearch about Where have all the ring tones gone?
  • Dean Bubley at Disruptive Analysis about DoCoMo Intel dual-OS handsets for enterprise use
  • Ross Rubin at NPD Group about SlingCatcher in the Rye
  • Dr. Jagdish Rebello at iSuppli about Indian Mobile-Phone Subscribers to More Than Triple From 2006 to 2011
  • Carmi Levy at Info-Tech Research Group via Reuters.com about RIM profit up sharply, says SEC upgrades probe
  • Svetlana Issaeva at Pyramid Research about FMC Subscribers to Reach 18m in 2011
  • T. Michael Walkley at Piper Jaffray and Matt Kelmon at Kelmoore Investment via thestreet.com about RIM Looks to Break Out
  • Barron’s Online Tech Trader Daily about Palm: Shares Slip After Analyst Meeting; No Signs Of Imminent Takeover; Speculation On Ultra-Mobile PC

Labels: , ,