Monday, September 15, 2008

September 15, 2008 Roundup

Analysts in the news for September 15:

  • Alistair Hill at comScore M:Metrics about Mobile Search Grew 68 Percent in the U.S. and 38 Percent in Western Europe During Past Year
  • Thomas Husson at JupiterResearch about Keitai shosetsu
  • Thomas Husson at JupiterResearch about My 'Fun' Blackberry - part 2
  • Dean Bubley at Disruptive Analysis about Only about 2% of this blog's visitors using mobile devices
  • Dean Bubley at Disruptive Analysis about A Theory of Convergence?
  • Dean Bubley at Disruptive Analysis about Tethering...another approach to mobile broadband computing (MBC)
  • Daniel Taylor at Yankee Group about Replacement Rates for Mobile Advertising
  • Daniel Taylor at Yankee Group about Mobile Marketing and Willingness To Pay
  • Philippe Winthrop at Strategy Analytics about Is the Palm Treo Pro Ready For the Enterprise?

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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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Monday, July 28, 2008

July 28, 2008 Roundup

Just realized that Mobile Analyst Watch has been around for three years now. Scary. Analysts in the news for July 28:

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Tuesday, July 01, 2008

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

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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

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Thursday, June 12, 2008

June 12, 2008 Roundup

Analysts in the news for June 12:

  • Ken Dulaney at Gartner and Shiv Bakhshi at IDC via BusinessWeek about The iPhone Eyes BlackBerry's Turf
  • Ross Rubin at NPD Group via Engadget about Switched On: Dash delivers open roads, open questions (Part 2)
  • Thomas Husson at JupiterResearch about SFR Music
  • Carl Howe at Yankee Group about Apple’s iPhone 3G: who needs carrier subsidies?
  • Ramon Llamas at IDC and Bill Hughes and David Chamberlain at In-Stat via TechNewsWorld about Verizon to Offer Starter Centro Smartphone as iPhone Alternative
  • Carl Howe at Yankee Group and Michael McGuire at Gartner via Computerworld about Apple's App Store vital to iPhone success, say analysts
  • Ben Wood at CCS Insight via Unstrung via iPhone Goes Pay as You Go
  • Paolo Pescatore at CCS Insight and JupiterResearch analyst Mark Mulligan via Billboard about MusicStation Claims U.K. Market-Leader Status

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Monday, June 02, 2008

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

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Tuesday, May 27, 2008

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.

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Wednesday, May 14, 2008

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

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Wednesday, April 09, 2008

April 9, 2008 Roundup

Analysts in the news for April 9:

  • Ben Wood at CCS Insight and Richard Robinson at iSuppli via BusinessWeek about TomTom and Garmin Lose Their Way
  • Thomas Husson at JupiterResearch about "Smart" pipes, "big fat" pipes & Citizen Kane
  • Philip Solis at ABI Research about Service Providers - Provision Your Networks Correctly
  • Philippe Winthrop at The Aberdeen Group about I survived CTIA
  • Michael Gartenberg at JupiterResearch and Ken Dulaney at Gartner via Computerworld about iPhone 2.0 beta gets hands-on test at major financial firm
  • André Malm at Berg Insight about More than 100 million users of mobile LBS in Europe by 2012
  • Needham’s Charlie Wolf via Barron’s Online Tech Trader Daily about Research In Motion: Needham Launches With Hold Rating; Sees Consumer Blackberry Growth Slowed By iPhone
  • Needham’s Charlie Wolf and Nomura’s Andrew Beswick via Barron’s Online Tech Trader Daily about Palm "May Not Be Long For This World," Nomura Says; Needham Launches Coverage With Under Perform Rating

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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, March 17, 2008

March 17, 2008 Roundup

Analysts in the news for March 17:

  • Julie Ask at JupiterResearch about Mobile Internet: Improving the Experience with FLASH
  • Diane Clarkson at JupiterResearch about AA.com goes mobile
  • Mark Mulligan at JupiterResearch about Napster Available on O2
  • Thomas Husson at JupiterResearch about Napster Mobile
  • Julie Ask at JupiterResearch about Places I Visited in Morocco with Better Coverage Than My Home in SF
  • Jennifer Colegrove at iSuppli about Touch Screens Become New Display Touchstones
  • Ross Rubin at NPD Group via RCR Wireless News about With SDK, iPhone is Jobs' ’next great thing’ -
  • Julie Ask at Jupiter Research via washingtonpost.com about Windows Mobile to get Flash, PDF support
  • Piper Jaffray’s Gene Munster and Bernstein Research analyst Toni Sacconaghi via Barron’s Online Tech Trader Daily about Apple: Piper Says Data Suggests FY Q2 iPod Units 9.7-10.5M; Bernstein Still Skeptical On 10M iPhone Goal
  • Citigroup’s Jim Suva and UBS’ Maynard Um via Barron’s Online Tech Trader Daily about Palm: Analysts See Centro Strength Eating Into Margins
  • Thomas Husson at JupiterResearch about Back from Praha

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Friday, March 07, 2008

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

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Thursday, January 17, 2008

January 17, 2008 Roundup

Analysts in the news for January 17:

  • Jon Collins at Freeform Dynamics about Road testing the Palm Treo 500v « Total Immersion
  • Julie Ask at JupiterResearch about Ordering Pizza on the Phone - What's the big deal?
  • Ina Sebastian at JupiterResearch about Jiwire Points Out Ad-Supported Free Wi-Fi Option for iPhone Users
  • Ina Sebastian at JupiterResearch about Apple Leverages Wi-Fi with Skyhook Wireless
  • Michael Gartenberg at JupiterResearch about The Real Importance of iPhone Update 1.1.3
  • Thomas Husson at JupiterResearch about T-Mobile, Yahoo! and mobile Internet ad euros
  • Deutsche Bank analyst Brian Modoff via San Diego UNION-TRIBUNE about Qualcomm makes changes to some executive positions
  • Neil Mawston and Chris Ambrosio at Strategy Analytics about How Will Mobile Phone Market Look in 10 Years?
  • Stuart Robinson and Stephen Entwistle at Strategy Analytics about Adobe Flash Lite Gaining Meteoric Momentum in Worldwide Handsets
  • Thomas Husson at JupiterResearch via Reuters about Yahoo, T-Mobile say sign mobile Internet ad deal

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Tuesday, December 18, 2007

December 18, 2007 Roundup

Analysts in the news for December 18:

  • iSuppli's Andrew Rassweiler via BusinessWeek about Inside iPod Touch
  • Michael Gartenberg at JupiterResearch about Peggle is now out of the iPod
  • Patti Freeman Evans at JupiterResearch about Back Surgeons Beware
  • Thomas Husson at JupiterResearch about Mobile TV news
  • Thomas Menguy at VisionMobile about Execution engines: understanding the alphabet soup of ARM, .NET, Java, Flash …
  • Jack Gold at J. Gold Associates and Lisa Pierce at Forrester Research via Computerworld about Industry veteran Dan Hesse named new Sprint CEO
  • Gene Munster at Piper Jaffray & Co. via Computerworld about Apple reportedly in talks iPhone with Japanese carriers
  • Gartner analyst Tole Hart via the Herald Sun about Texts messages to exceed 10 billion in Australia
  • Mike Abramsky at RBC Capital via Barron’s Online Tech Trader Daily about Palm Reports Later Today; Would Elevation Buy The Rest?
  • Roger Entner at IAG Research and William Ho at Current Analysis via Telephony about Can Hesse stop the bleeding at Sprint?
  • Bill Ho at Current Analysis and IDC analyst Chris Hazelton via CIO Today about WVoicemail-to-Text Comes to Alltel Phones

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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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Thursday, November 15, 2007

November 15, 2007 Roundup

Analysts in the news for November 15:

  • Thomas Husson at JupiterResearch about ZaOza
  • Ian Fogg at JupiterResearch about Palm OS Classic Available for Nokia - First Take
  • Annie Turner at BKI Media about What is Mobile Advertising?
  • Francis Sideco and David Carnevale at iSuppli about Can Google’s Foray into Mobile Phones Succeed?
  • Samir Bhavnani at Current Analysis West via InformationWeek about Microsoft Pushes Mobile Phone Networks For Notebook PCs
  • Carolina Milanesi at Gartner, Amit Nagpal at Analysys Consulting and Windsor Holden at Juniper Research via silicon.com about iPhone for business? Hang on...
  • Canalys analyst Chris Jones, Jeff Rath at Canaccord Adams, iSuppli analyst Tina Teng and American Technology Research analyst Rob Sanderson via Bloomberg.com about Nokia Makes Losers of TomTom, Garmin in Bidding War
  • Gartner analysts Ken Dulaney and John Girard via Infosecurity about iPhone unfit for corporate e-mail
  • Michael McGuire at Gartner via CIO Today about Microsoft Unveils New Zune Lineup
  • Shiv Bakhshi at IDC, Allyn Hall at In-Stat and Ira Brodsky at Datacomm Research via E-Commerce Times about Qualcomm Beefs Up Mobile Banking With $210M Firethorn Buy
  • Tim Luke at Lehman Bros. via Barron’s Online Tech Trader Daily about Qualcomm Buying Firethorn For $210 Million; Dutch Court Dismisses Nokia Patent Suit; Analyst Meeting In NYC
  • Jill Aldort at Yankee Group and Roger Entner at IAG Research via USATODAY.comSocial networkers reach out more with cellphones
  • Canalys Principal Analyst Chris Jones and American Technology Research analyst Rob Sanderson via E-Commerce Times about Garmin, TomTom Settle Litigation as Bidding War for Tele Atlas Brews

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Tuesday, October 23, 2007

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

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Monday, October 15, 2007

October 15, 2007 Roundup

Analysts in the news for October 15:

  • Dean Bubley at Disruptive Analysis about Moto buying a stake in UIQ
  • Dean Bubley at Disruptive Analysis about T-Mobile pay-per-day pitch sounds good
  • Deutsche Bank analyst Brian Modoff and Research Capital analyst Nick Agostino via Reuters about New set of challenges awaits RIM's retail push
  • Ross Rubin at NPD via Cellular News about IPhone's First Round Punch Lands Hardest on Treo and T-Mobile
  • Richard Windsor at Nomura Securities and WestLB analyst Thomas Langer via The Independent about High-flying Nokia must fulfil the City's great expectations
  • David Chamberlain at In-Stat via The Kansas City Star about Mobile phone companies offer NFL fans new services
  • Roger Entner at IAG and Dave Novosel at Gimme Credit via The Atlanta Journal-Constitution about Key executive moves up at AT&T
  • Ben Wood at CCS Insight via The Times about Skype in deal with 3 to offer free mobile telephone calls in the UK

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Friday, September 28, 2007

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

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