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

July 21, 2008 Roundup

Analysts in the news for July 21:

• Tim Bajarin at Creative Strategies via PC Magazine about Where Are the Smartphone Standards?
• Dean Bubley at Disruptive Analysis about Thoughts on smartphone usage - Nokia E71
• Dean Bubley at Disruptive Analysis about Mobile Wallet? Whose money is it?
• Dean Bubley at Disruptive Analysis about Great article on Web vs. Native mobile apps
• Andreas Constantinou at VisionMobile about The 7 centres of gravity in mobile
• Philippe Winthrop at Strategy Analytics about Opening a New Chapter
• Jack Gold at J.Gold Associates via Unstrung about RIM's Four Aces
• Carolina Milanesi at Gartner via FT.com about Sony Ericsson to reduce workforce by up to 17%
• Andy Hargreaves at Pacific Crest Securities, Kathryn Huberty at Morgan Stanley, Toni Sacconaghi at Sanford C. Bernstein & Co. and Gene Munster at Piper Jaffray & Co. via Bloomberg.com about Apple Profit Climbs 31%; Forecast Misses Estimates
• Goldman Sachs’ Simona Jankowski and Nomura’s Richard Windsor via Barron’s Online Tech Trader Daily about Motorola: Get Ready For Another Grim Quarter
• Tony Carbone at RCM Capital Management, Peter Misek at Canaccord Adams, Joseph Parnes at Technomart Investment Advisors and Roger Entner at Nielsen IAG via Bloomberg.com about Research In Motion Rebound Rides on Bolder BlackBerry

July 1, 2008 Roundup

Analysts in the news for July 1:

• Andreas Constantinou at VisionMobile about Purple Labs + Openwave: the open source battleground intensifies
• Howard Wilcox at Juniper Research about Mobile Payment Transaction Values for Digital and Physical Goods to Exceed $300bn Globally Within 5 Years
• NPD analyst Ross Rubin via San Jose Mercury News about Hands-free law brings out the shoppers
• Michael Walkley at Piper Jaffray & Co., Ping Zhao at CreditSights and John Krause at Thrivent Asset Management via RCR Wireless News about Moto rewires exec lineup
• Bernstein Research analyst Toni Sacconaghi via Barron’s Online Tech Trader Daily about Apple: Bernstein Ups Target; Boosts iPhone Unit Forecast
• Standard & Poor’s analyst Todd Rosenbluth via Barron’s Online Tech Trader Daily about Palm: S&P Upgrades To Hold From Sell On Valuation
• Shaun Collins at CCS Insight via Telegraph about New tag to brighten future Orange ads

June 5, 2008 Roundup

Analysts in the news for June 5:

• Dr Windsor Holden at Juniper Research about South American mobile data revenues to rise to $23 billion by 2013, but growth dependent on lower content pricing
• Julie Ask at JupiterResearch about Verizon's Bid for Alltel - Implications for Sprint?
• Julie Ask at JupiterResearch about Screenvision Speaks to Audience with Txting
• Dean Bubley at Disruptive Analysis about So... you think that femtocell users won't need new handsets?
• Dean Bubley at Disruptive Analysis about Handsets, handsets everywhere. Yet not a single one I want.
• Gerhard Fasol at eurotechnology.japan about It's an entirely different story for the iPhone in Japan than anywhere else..
• Shaun Collins at CCS Insight about Orange Shakes Up Its Organisation in the UK
• Andrew Jaquith at Yankee Group about “Rogue Mobile Devices” is the Wrong Perspective
• Tole Hart at Gartner and Goldman Sachs analyst Jason Armstrong via Dow Jones about Verizon To Acquire Alltel In $28.1 Billion Deal
• Oppenheimer analyst Ittai Kidron via Barron’s Online Tech Trader Daily about Motorola: Will The Handset Spinoff Be Scrapped?
• Shaw Wu at American Technology Research via Barron’s Online Tech Trader Daily about Apple: 3G iPhone And More Coming Monday At WWDC
• Roger Entner at IAG and Craig Moffett at Sanford C. Bernstein & Company via NYTimes.com about Verizon in Talks to Buy Alltel
• John Delaney and Kresimir Alic at IDC via International Herald Tribune about Telecoms look to grow by acquisition

June 2, 2008 Roundup

Analysts in the news for June 2:

• Julie Ask at JupiterResearch about Mobile Content: It's Not Just About Ringtones Anymore
• Dean Bubley at Disruptive Analysis about DoCoMo dual-mode consumer VoWLAN launches
• Dean Bubley at Disruptive Analysis about Extending mobile presence - the need for context and device state information
• Ross Rubin at NPD Group about New Small Wonders join Vado in cheapie camcorder market
• Ross Rubin at NPD Group about A completely academic guide to ultramobile jargon
• Sean Ryan at IDC, Jack Gold at J. Gold Associates and Kitty Weldon at Current Analysis via SearchMobileComputing.com about Motorola Good offers smartphone users NOC-based VPN
• IDC analyst Ryan Reith via Bloomberg.com about Palm Gains After Centro Wins U.S. Users From IPhone
• Thomas Weisel analyst Doug Reid via Barron’s Online Tech Trader Daily about Apple: Weisel Ups Target, Ests On Strong Macs, iPhone
• Ben Wood at CCS Insight via Telegraph about iPhone to be sold for £100 in UK next month

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 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?

April 25, 2008 Roundup

Analysts in the news for April 25:

• Neil Mawston at Strategy Analytics via BusinessWeek about Nokia Starts Listening
• Julie Ask at JupiterResearch about Wireless - Why am I paying to sign up? But they pay me to take the phone ...
• Thomas Husson at JupiterResearch about Swedish dongles
• Thomas Husson at JupiterResearch about 100,000 subscribers for Blyk
• Thomas Husson at JupiterResearch about DVB-H to be launched in Switzerland and Austria
• Bena Roberts at BKI Media about Mobile Search
• Ben Wood at CCS Insight about Apple Must Rethink iPhone Strategy in Europe Now
• Ben Wood at CCS Insight about A Tank of Unleaded and a Dongle Phone, Please
• Ramon T. Llamas and Ryan Reith at IDC about Worldwide Mobile Phone Market Grows 14.3% Amid Economic Jitters
• Lewis Ward at IDC via CIO Today about Microsoft's Tellme Releases Mobile Voice Searching for Local Info
• Mark Sue at RBC Capital, John Jackson at Yankee Group and Roger Entner at IAG Research via USATODAY.com about Motorola plots its comeback as cellphone icon

April 14, 2008 Roundup

Analysts in the news for April 14:

• Ross Rubin at NPD Group via Engadget about Switched On: Slacker in your slacks (Part 2)
• Dean Bubley at Disruptive Analysis about At last, a data-only tariff plan for handsets in the UK
• Thomas Husson at JupiterResearch about Grapevine
• Andreas Constantinou at VisionMobile about Making money on the last mile: Introducing Channel ARPU
• Robert Caunt at CCS Insight about N810 Internet Tablet Shows Nokia at Its Best and Worst
• Carl Howe at Yankee Group about Changing the world, one mobile phone at a time
• Peter Kim at Forrester about US Mobile Marketing: Easier Done Than Said
• Ross Rubin at NPD Group via RCR Wireless News about At AT&T, a richer retail experience comes to the Surface
• RBC Capital’s Mark Sue via Barron’s Online Tech Trader Daily about Motorola: RBC Cuts Target - "Cheap, But No Bargain"
• Ben Wood at CSS Insight, Neil Mawston at Strategy Analytics, Richard Windsor at Nomura International and Carolina Milanesi at Gartner via Dow Jones about Software Could Trip Up Nokia's iPhone Rival, Analysts Say
• Oppenheimer analyst Yair Reiner via Barron’s Online Tech Trader Daily about Garmin Slides As Oppenheimer Downgrades, Chops Ests
• Roger Entner at IAG Research via CNET News.com about T-Mobile betting on 3G to close on high-speed competitors

April 10, 2008 Roundup

Analysts in the news for April 10:

• Dean Bubley at Disruptive Analysis about Is m-commerce about to kill the retail industry?
• Carl Howe at Yankee Group about Laptop-less in Las Vegas
• Ed Snyder at Charter Equity Research via chicagotribune.com about Telecom vet elected Motorola chairman
• Charter Equity Research analyst Ed Snyder via Barron’s Online Tech Trader Daily about Motorola: What If They Just Shut The Handset Unit Down?
• Peter Kim at Forrester Research via Media Week about Sprint, CW Mobilize Supergirl for Mobisodes

April 8, 2008 Roundup

Analysts in the news for April 8:

• Greg Sheppard at iSuppli about iPhone Users Talk Less, but Surf and Listen More
• Joe McGarvey at Current Analysis via Telephony Online about IMS: A pregnant pause
• Standard & Poor’s analyst Clara Van Der Elt via Barron’s Online Tech Trader Daily about Nokia: S&P Ups Rating To Buy From Sell
• Craig Berger, of Friedman, Billings Ramsey via Barron’s Online Tech Trader Daily about Apple: The 3G iPhone Teardown, Version 0.9
• Morgan Keegan analyst Tavis McCourt via Barron’s Online Tech Trader Daily about Apple: Morgan Keegan Cuts Rating To Underperform; Sees Slowdown in iPods and Macs on Macro Weakness
• ING analyst Marcel Achterberg and Keijser Capital analyst Nico van Geest via Reuters about TomTom cuts outlook, shares drop after rare stumble
• Roger Entner at IAG Research via New York Times about Motorola and Icahn Reach Compromise on Directors

April 1, 2008 Roundup

Analysts in the news for April 1:

• Michael Gartenberg at JupiterResearch about New Windows Mobile Kid on the Block
• Dean Bubley at Disruptive Analysis about Will too many frequency band choices delay LTE?
• Thomas Menguy at VisionMobile about UI Technologies are trendy…but let explain their concepts, and what they are really bringing.
• Bena Roberts at BKI Media about ChaCha Mobile Search drops the guides?
• Paolo Pescatore at CCS Insight about Sounds Like a Musical Year Ahead
• Paolo Pescatore at CCS Insight about More Ad-Funded Services On Their Way
• Emily Green at Yankee Group about Spotting the Anywhere Consumer
• Philippe Winthrop at The Aberdeen Group about My Enterprise Mobility Breakfast Omelette
• Craig Moffett at Sanford C. Bernstein & Co. and Charles Golvin at Forrester Research via BusinessWeek
• John Barrett at Parks Associates and Yankee Group analyst Mike Goodman via E-Commerce Times about Sony Pushes Old Movies to Cell Phone Screens
• Piper Jaffray analyst Gene Munster via Bloomberg.com about Apple's Stores Run Out of IPhones, Piper Jaffray Says
• Richard Windsor at Nomura International via Bloomberg.com about Videocon May Bid for Motorola's Mobile-Phone Business
• David Chamberlain at In-Stat and Avi Greengart at Current Analysis via msnbc.com about 4G cell phones: Don&'t hold your breath
• Canaccord Adams analyst Peter Misek and Nomura’s Richard Windsor via Barron’s Online Tech Trader Daily about Sprint Nextel's Last-Ditch Weapon about RIMM Rises; Earnings Wednesday; Canaccord Ups EPS Ests; But Nomura Advises Caution; What If They Miss?

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 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 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

February 22, 2008 Roundup

Analysts in the news for February 22:

• Dean Bubley at Disruptive Analysis about WiFi vs 3G and session-based mobile broadband
• Bena Roberts at BKI Media about Mobile Barcodes
• Daniel Taylor at Yankee Group about I’m Baaack
• Dvai Ghose at Genuity Capital Markets and Info-Tech Research Group analyst Michelle Warren via Bloomberg.com about Rogers Fourth-Quarter Profit Rises 44%; Sales Gain
• Piper Jaffray analyst Gene Munster, Van Baker and Mike McGuire at Gartner and Tony Rizzo at The 451 Group via MacNewsWorld about Scrutinizing Shuffle, Pining for iPhone SDK, Head-Scratching Over Media Event
• Stifel Nicolaus analyst Rebecca Arbogast, Edward Yu at Analysys, Charter Equity Research's analyst Ed Snyder and American Technology Research analyst Mark McKechnie via Forbes.com about 3Com rebuff may foretell Motorola difficulties -
• Ben Wood at CCS Insight, Charles King at Pund-IT and Ken Dulaney at Gartner via Unstrung about Where's the iPhone SDK?
• Dan Shey at ABI Research, Gartner analyst Tole Hart, telecom analysta Jeff Kagan and Andrew Seybold and Nemertes Research analyst Irwin Lazar via Network World about What do unlimited calling plans really offer businesses?
• Toni Sacconaghi at Bernstein Research and J.P. Morgan’s Bill Shope via Barron’s Online Tech Trader Daily about Apple Hits Lowest Level Since June; New iPhone Worries
• Lehman’s Jeff Kvall via Barron’s Online Tech Trader Dailyabout Motorola: With New CFO In Place, Is Split-Up Ahead?
• Ben Wood at CCS Insight via Times Online about BlackBerry rebranding aims to shed image of City banker's tool
• Rob Sanderson at American Technology Research and Ken Dulaney at Gartner via BusinessWeek about RIM: Growth Rules the Day

February 11, 2008 Roundup

Analysts in the news for February 11:

• Michael Gartenberg at JupiterResearch about Microsoft Buys Danger - First Take
• Seamus McAteer at M:Metrics about MEASURING CHINA, THE WORLD’S LARGEST MOBILE MARKET
• Jack Gold at J. Gold Associates via Computerworld about Xperia X1 to be first Sony Ericsson phone with Windows Mobile
• Dean Bubley at Disruptive Analysis via the International Herald Tribune about Regulator calls for lower SMS roaming charges
• Rachel Lashford at Canalys via the International Herald Tribune about Sony Ericsson to use Windows Mobile
• Ken Dulaney at Gartner and Sean Ryan at IDC via InfoWorld about Outfitting the iPhone for business
• Miro Kazakoff at Compete via RedHerring about Danger Hangs Up on IPO, Dials Microsoft
• Citigroup’s Richard Gardner via Barron’s Online Tech Trader Daily about Apple: Added to Citi's "Top Picks Live&" List; Says Reduced iPhone, iPod Builds Now Discounted
• Yankee Group analyst John Jackson via Reuters about Motorola committed to mobile phone business
• Gartner analyst Leif-Olof Wallin and Ben Wood at CCS Insight via Computerworld about Apple competitors catch iPhoneitis at trade show

February 4, 2008 Roundup

Analysts in the news for February 4:

• David Chamberlain at In-Stat about HSPA, New Data Plans Will Improve the Smartphone Market In Europe
• Keith Nissen at In-Stat about FMC and Femtocells Heading Toward Full Convergence of Services
• Julie Ask at JupiterResearch about SMS Ads ... What warrants an alert? and when?
• Dean Bubley at Disruptive Analysis about A new slant on VoIPo3G - Circuit voice over mobile HSPA IP tunnels
• Andreas Constantinou at VisionMobile about Nokia does Trolltech: preparing the ground for Ovi
• UBS Investment Bank analyst Maynard Um and Nomura Securities analyst Richard Windsor via Unstrung about Moto: Spin or Sale?
• Mark McKechnie at American Technology Research, Ed Snyder at Charter Equity Research and Brian Modoff at Deutsche Bank Securities via chicagotribune.com about Motorola chief grabs the phones
• David Chamberlain at In-Stat via Red Herring about Ringleader Reloads with $6M for Mobile Ads
• American Technology Research analyst Mark McKechnie via Barron's Online Tech Trader Daily about Motorola: AmTech Cuts Rating To Sell; Contends Market May Be Over-Valuing Handset Business
• UBS Securities analyst Ben Reitzes and Sanford Bernstein analyst Toni Sacconaghi via Barron's Online Tech Trader Daily about UBS Says iPhone Inventory Issues Overblown, Sees Strong Demand; Sees 10.9 Million Sold In Fiscal '08
• Needham analyst Richard Valera via Barron's Online Tech Trader Daily about Needham Ups Garmin to Buy, Economy No Threat To GPS

January 29, 2008 Roundup

Analysts in the news for January 29:

• Michael Gartenberg at JupiterResearch about Where have all the iPhones Gone?
• Jake Saunders at ABI Research about CNBC Commentary - Are Mobile Phones Recession Proof?
• Tina Teng at iSuppli about Monster Fourth Quarter for Nokia
• Bernstein Research analyst Toni Sacconaghi via Reuters about Quarter of Apple iPhones unlocked
• Katja Ruud at Gartner and Jeremy Green at Ovum via FT.com about Businesses are targeted by virtual networks
• Nomura’s Richard Windsor via Barron’s Online Tech Trader Daily about Will Motorola Get Out Of Handsets? Probably Not.

January 27, 2008 Roundup

Slammed at work so I haven't been posting the past week. Analysts in the news for January 27:

• Ian Fogg at JupiterResearch about iPhone Sales: the Danger of Not Reporting Figures
• Dean Bubley at Disruptive Analysis about Using your mobile phone instead of a bunch of keys? No thanks.
• Ross Rubin at The NPD Group about Schmidt not phoning it in as an Apple Board member
• Gartner analyst Michael King via San Diego Union Tribune about Cell phones taking on many roles, transforming market, generation
• Deutsche Bank analyst Brian Modoff and Canaccord Adams analyst Peter Misek via Reutersabout BlackBerry Jazzes Up Smartphone Line For Consumer Appeal
• Ramon Llamas and Ryan Reith at IDC via E-Commerce Times about Cell Phone Sales: Party in '07, Hangover in '08?
• Richard Windsor at Nomura Securities and John Devlin at IMS Research via InformationWeekabout Imagining A Post-Motorola World
• Ben Wood at CCS Insight via Dow Jones about Sony Ericsson Strikes Deals With 3 Top Music Companies