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

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 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

April 23, 2008 Roundup

Analysts in the news for April 23:

• Julie Ask at JupiterResearch about My Growing Addiction to Text Alerts
• Julie Ask at JupiterResearch about Mobile Marketing Well Done - Coke Zero & Euro2008
• Julie Ask at JupiterResearch about Anti-HotSpot Campaigns
• Juniper Research about Retailers to Send up to 3 billion ‘Mobile Coupons’ to Phone Users by 2011
• Carolina Milanesi at Gartner and Pete Cunningham at Canalys via International Herald Tribune about What awaits the iPhone in Europe?
• Gartner analyst Carolina Milanesi via IDG News Service about Sony Ericsson takes a profit hit, launches phones
• Carolina Milanesi at Gartner via Forbes.com about Paris Honeymoon Could Be Over For Apple
• Nomura analyst Richard Windsor via Dow Jones about Sony Ericsson 1Q Net Profit Down 48%; Market Share Dips
• Charter Equity Research analyst Ed Snyder and Global Crown Capital analyst Pablo Perez-Fernandez via Reuters about Qualcomm profit up, 2008 view disappoints some
• Yankee Group analyst Declan Lonergan and Ben Wood at CCS Insight via Telegraph about Blyk hits target as young snap up free mobiles

April 17, 2008 Roundup

Analysts in the news for April 17, 2008:

• Mark Mulligan at JupiterResearch about How Much is a Comes With Music Device Really Worth?
• Thomas Husson at JupiterResearch about Orange & Telia Sonera?
• Ian Fogg at JupiterResearch about Fring VoIP on iPhone First Take
• Dean Bubley at Disruptive Analysis about Mobile VoIP - nobody's a pure play
• Dean Bubley at Disruptive Analysis about Vendors bidding for spectrum - now Qualcomm looking at the UK
• Dean Bubley at Disruptive Analysis about Convergence confusion
• Daniel Taylor at Yankee Group about Why Stop At Three Screens?
• Richard Windsor at Nomura Securities Jack Gold at J. Gold Associates via Unstrung about Nokia: High-End Hurt
• Richard Windsor at Nomura Flora Wu at BDA and Shiv K. Bakhshi at IDC via BusinessWeek about The iPhone in Europe: Lost in Translation
• Charter Equity Research analyst Ed Snyder via Fortune about Nokia's results fail to dazzle
• Gartner analyst Tole Hart via WSJ.com about Wireless Firms Aim to Connect In Push-to-Talk
• Juniper Research about forecast for over 800 million consumers to use mobile banking services by 2011, but cautions that key hurdles are yet to be overcome

February 6, 2008 Roundup

Analysts in the news for February 6:

• Thomas Husson at JupiterResearch about Orange 2007 results
• Scott Ellison at IDC about 10 Emerging Mobile Players To Watch in 2008
• Dean Bubley at Disruptive Analysis about Rapid growth in fring's VoIPo3G user base
• Dean Bubley at Disruptive Analysis about It's a feature, not a service - so bill it once only
• Jack Gold at J. Gold Associates, Phillip Redman at Gartner and Craig Mathias, an analyst at The Farpoint Group via Computerworld about AT&T to expand its 3G network to more cities
• Pete Cunningham at Canalys and Gene Munster at Piper Jaffray via Top Tech News about Apple's iPhone Takes Third of Global Market
• Shiv K. Bakhshi at IDC via RCR Wireless News about Convergence, Aristotle and Kant
• Christine Perey at Informa via Reuters about Mobile Fair-Social networks go mobile

November 29, 2007 Roundup

Analysts in the news for November 29:

• David Chamberlain at In-Stat about 3G Handsets Will Dominate Mobile Phone Market in Next Five Years
• Carolina Milanesi, Ann Liang, Nahoko Mitsuyama, Tuong Nguyen and Hugues De La Vergne at Gartner about Worldwide Mobile Phone Sales Grew 15 Per Cent in Third Quarter of 2007
• Michael Cai at Parks Associates about Amobee gets new funding
• Thomas Husson at JupiterResearch about SFR Illimythics - part 2
• Thomas Husson at JupiterResearch about iPhone & Orange France - part 2
• Dean Bubley at Disruptive Analysis about Phone... or wallet?
• Gene Munster at Piper Jaffray, Citibank analyst Richard Gardner and Brian Modoff at Deutsche Bank Securities via Mobile News about Estimate suggests AT&T paying more for iPhone
• Forrester Research analyst Charles Golvin via eWeek Channel Insider about Google Mapping Software Bridges the GPS Gap
• Francis Cheung at CLSA Asia-Pacific Markets, Liu Bin at BDA China and Carolina Milanesi and Hugues de la Vergne at Gartner via WSJ.com about How Open Cell Networks Work in Asia, Europe
• Ross Rubin at NPD via Computerworld about Wireless subscribers top a quarter billion in U.S.
• Bernstein Research’s Craig Moffett via Barron’s Online Tech Trader Daily about Verizon: Open Access Strategy May Signal Aggressive Bid Coming On C-Block Licenses In 700 MHz Spectrum Auction
• Lehman’s Tim Luke and Stifel Nicolaus analyst Cody Acree via Barron’s Online Tech Trader Daily about Qualcomm: Verizon Chooses LTE Standard For 4G Networks, Not QCOM's UMB Technology
• Richard Windsor at Nomura International via Barron’s Online Tech Trader Daily about Apple: Will It Sue iPhone Copycats On Patents?
• Roger Entner at IAG Research via Dow Jones about Verizon Picks LTE As 4G Wireless Broadband Path
• Ben Wood at CCS Insight via Dow Jones about Nokia Test Mobile Phone Payments In London
• Chris Hazelton at IDC via Top Tech News about Unlocked iPhones Go on Sale in France

Novermber 27, 2007 Roundup

Analysts in the news for November 27:

• Paul Goode at M:Metrics about As Operators Deck the Halls With New Mobile Phone Promotions, M:Metrics Reports Device Sales and Satisfaction Metrics
• Ross Rubin at NPD Group via Engadget about Switched On: Rainforest fire (Part 1)
• Julie Ask at JupiterResearch about Open Access ...Verizon Adds Their Name to the List
• Thomas Husson at JupiterResearch about iPhone & Orange France
• Dean Bubley at Disruptive Analysis about Verizon Wireless opens to 'any apps, any device'
• Phil Solis at ABI Research about Verizon Wireless Cautiously Moves to a More Open Network Environment
• Ken Dulaney at Gartner and Michelle Warren at Info-Tech Research Group via TheStar.comabout RIM may be next with touch screen
• Gartner analyst Tole Hart and Yankee Group analayst Gene Signorini via Bloomberg.com about Verizon Opens Network to Phones From Other Companies
• Michael Gartenberg at JupiterResearch via Top Tech News about Verizon's Open Network Won't Support iPhone
• Tole Hart at Gartner, Ross Rubin at NPD Group and Roger Entner at IAG Research via Dow Jones about Wireless Carriers Want To Bring Connection To New Devices
• Mark Donovan at M:Metrics via RCR Wireless News about Mobile advertising has arrived
• Gartner analyst Ken Dulaney and Charles Golvin at Forrester Research via Associated Pressabout Verizon Wireless opens to other phones
• Ovum analyst John Delaney via Mobile News about 1.2 billion UK texts sent each week

October 23, 2007 Roundup

Analysts in the news for October 23:

• Bruce Gibson at Juniper Research about Portable Navigation Revenues to Top €8bn in Western Europe by 2012
• Thomas Husson at JupiterResearch about Bebo / Orange
• Julie Ask at JupiterResearch about MobiTV - Three Millon Subs
• Kitty Weldon at Current Analysis via Computerworld about CTIA: Microsoft backs enterprise mobile services company
• Seamus McAteer at M:Metrics via WirelessWeek about Symbian Rules the World, Why Not the U.S.?
• Michael Gartenberg at JupiterResearch and Rob Enderle at the Enderle Group via Reuters News about Microsoft Mobile Software Courts 'CrackBerry' Crowd
• Ross Rubin at The NPD Group via Engadget about Switched On: iPhone SDK won't chase hackers away
• Seamus McAteer at M:Metrics and Julie Ask at JupiterResearch via Wired about Mobiles, MySpace and Marketing Come Into Focus at CTIA Phone Expo
• Pacific Crest analyst James Faucette via Barron’s Online Tech Trader Daily about Palm: Signs of Hope Amid Continued "Centro" Rally
• Ben Wood at CCS Insight via Times Online about Microsoft expected to spark iPhone fightback