September 12, 2008 Roundup

Sorry for the long delay between posts. Work at my day job has been extremely busy. Analysts in the news for September 12:

• Julie Ask at JupiterResearch about My "Fun" Blackberry
• Julie Ask at JupiterResearch about What's Hot at CTIA? Social Networking for Starters
• David Card at JupiterResearch about New iPods: Solid Refresh but Nothing Much New
• Dean Bubley at Disruptive Analysis about How many people use PC in conjunction with their phones?
• Dean Bubley at Disruptive Analysis about Full web browsing on a phone? Not yet
• Thomas Menguy at VisionMobile about Capuchin: Sony Ericsson strikes back in the Application Environment…is it a strike? What does it mean for the development platforms fragmentation?
• Mark Beccue at ABI Research about Quiet CTIA show -- less hype, better consumer focus
• Danny Kim at iSuppli about These Navs are Made for Walking
• Geoff Blaber at CCS Insight about Prepaid Market Set to Be the Fourth Quarter’s Battleground
• Joshua Martin at Yankee Group about The Core of Apple’s Problem

August 20, 2008 Roundup

Analysts in the news for August 20:

• Dean Bubley at Disruptive Analysis about So what's up with the 3G performance in the iPhone?
• Dean Bubley at Disruptive Analysis about Highlights from Ofcom's 2008 report on the UK Communications Market
• Dale Vile at Freeform Dynamics about iPhone: First impressions of a Blackberry user
• Robert Caunt at CCS Insight about Finding a Standard for Mobile Barcodes
• Philippe Winthrop at Strategy Analytics about The iPhone 3G Is Now Ready for Enterprise Mobility: So Says Gartner

July 24, 2008 Roundup

Analysts in the news for July 24:

• Michael Gartenberg at JupiterResearch about Blackberry Media Sync - First Take
• Michael Gartenberg at JupiterResearch about Zune Phone? Not Likely
• Julie Ask at JupiterResearch about AdMob iPhone Ad Units
• Michael Gartenberg at JupiterResearch about Chocolate 3 Review
• Ed Kountz at JupiterResearch about India's Mobile Market Growth Gives RBI Pause
• Vinita Jakhanwal at iSuppli about eBooks Turn the Page
• Ben Wood at CCS Insight about Wireless Peace in Our Time?
• Andrew Jaquith at Yankee Group about Rampaging Consumers Overrun Corporate IT
• Jack Gold at J.Gold Associates via Unstrung about Nokia's CDMA Renaissance?
• Michael King at Gartner via The Associated Press about Nokia, Qualcomm settle long-running dispute
• Ben Wood at CCS Insight, Mark McKechni at American Technology Research and Richard Windsor at Nomura via BusinessWeek about Why Qualcomm Folded to Nokia
• Charter Equity Research analyst Ed Snyder and IAG Research analyst Roger Entner via Fortune about Nokia strikes sweet Qualcomm deal

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 17, 2008 Roundup

Analysts in the news for July 17:

• Michael Gartenberg at JupiterResearch about 3G Phone Battery Life
• Ed Kountz at JupiterResearch about AmEx Introduces Text MyAmEx
• Dean Bubley at Disruptive Analysis about HSUPA stalling?
• Dean Bubley at Disruptive Analysis about BT's Fibre announcement - initial thoughts on impact on mobile
• Howard Wilcox at Juniper Research about Mobile Phones Equipped with Near Field Communications (NFC) to Generate $75bn worth of Payment Transactions Within 5 Years
• Andrew Rassweiler at iSuppli about Seeking Mass Market Acceptance, Apple Stresses Cost Reduction for iPhone 3G
• Tom Byrd at CCS Insight about Bone-Conducting Bluetooth Earpieces Set to Revolutionise Hands-Free Experience
• Nomura analyst Richard Windsor, Gartner analyst Carolina Milanesi and Daniel Longfield at Frost & Sullivan via Reuters about Nokia Q2 results in line, optimistic for year
• Gene Munster at Piper Jaffray & Co. via Computerworld about iPhone 3G shortage to last two to four weeks, analyst says
• Canaccord Adams analyst Peter Misek via Barron’s Online Tech Trader Daily about RIMM: Canaccord Ups Ests; Sees No iPhone Impact
• IAG Research analyst Roger Entner and Citigroup analyst David Hamburger via Fortune about Verizon under pressure as iPhone takes off

July 10, 2008 Roundup

Analysts in the news for July 10:

• Hwai Lin Khor at ABI Research via BusinessWeek about Chinese Telecom: Who Wins, Who Loses?
• Julie Ask at JupiterResearch about Short Line in SF at the Apple Store
• Julie Ask at JupiterResearch about Apple's Apps
• Thomas Husson at JupiterResearch about Digital Dividend: the golden spectrum fight
• Ian Fogg at JupiterResearch about iPhone 3G Strategy and Prospects
• Rob Enderle at Enderle Group via Technology Pundits about Looking Ahead To the 3rd Generation iPhone
• Joshua Martin at Yankee Group about Take a Breath, the iTunes Apps store is open & we have some suggestions
• Ken Dulaney at Gartner via WSJ.com about iPhone Calls On Software Developers
• Eric Kainer at ThinkPanmure via Barron’s Online Tech Trader Daily about Apple: Will Tomorrow Bring iPhone Activation Chaos?
• Nomura’s Richard Windsor via Barron’s Online Tech Trader Daily about RIMM Reportedly Has Issues With Thunder Touch Screen

June 30, 2008 Roundup

Analysts in the news for June 30:

• Michael Gartenberg at JupiterResearch about Real takes Rhapsody DRM free, launches deal with Verizon - First Take
• Dean Bubley at Disruptive Analysis about Operator-specific vs. Vanilla handsets
• Vinita Jakhanwal at iSuppli about PND Display Shipments to Nearly Double by 2010
• Carl Howe at Yankee Group about OpenTable.com Mobilizes Dinner Reservations
• Kevin Burden at ABI Research, Jack Gold at J. Gold Associates and Rick Doherty at Envisioneering Group via BusinessWeek about How Nokia's Symbian Move Helps Google
• Caroline Milanesi at Gartner and Neil Mawston at Strategy Analytics via BusinessWeek about What's Ailing Sony Ericsson?
• UBS Securities analyst Maynard Um via Barron’s Online Tech Trader Daily about Analyst: RiM Spending Points to Larger Cell Phone Goal

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

June 18, 2008 Roundup

Analysts in the news for June 18:

• Dean Bubley at Disruptive Analysis about New Report: The Case For Femtocell-Aware Handsets
• Jack Gold at J.Gold Associates via Computerworld about Speech technology powers Instinct phone functions, other wireless devices
• Carolina Milanesi at Gartner via Forbes.com about Nokia's Trickle-Up Success
• Carolina Milanesi at Gartner via International Herald Tribune about New iPhone signals an Apple defeat
• Morgan Stanley’s Kathryn Huberty, Needham’s Charlie Wolf and Bernstein Research analyst Toni Sacconaghi via Barron’s Online Tech Trader Daily about Apple: Morgan Stanley, Needham Up Targets, Estimates; Bernstein Finds CIOs Caution On iPhone Support
• UBS analyst Jeffrey Fan and Lehman’s Jeff Kvaal via Barron’s Online Tech Trader Daily about RIMM: Lehman Ups Target; UBS Sees Strong Guidance

June 16, 2008 Roundup

Analysts in the news for June 16:

• Walter Piecyk at Pali Research, Ross Rubin at NPD Group and Neil Strother at JupiterResearch via BusinessWeek about The iPhone's Impact on Rivals
• Thomas Kang at Strategic Analytics, Yang Jong In at Korea Investment & Securities and Stan Jung at Woori Investment & Securities via BusinessWeek about Why Korea Won't Bite the Apple
• Julie Ask at JupiterResearch about Admob Servces 100M Mobile Ad Impressions Each Day
• Thomas Husson at JupiterResearch about Green Porno
• Ed Kountz at JupiterResearch about Mobile Payments in the U.S.--the JR View
• Dean Bubley at Disruptive Analysis about Apps on smartphones = Geek. Apps on Facebook = Fun. Why?
• Tim Bajarin at Creative Strategies about The Real Impact of the iPhone
• RBC Capital’s Mike Abramsky, Deutsche Bank’s Chris Whitmore and Goldman Sachs’ David Bailey via Barron’s Online Tech Trader Daily about Apple: Street Expects Huge Demand For iPhone 3G
• UBS telecom analyst John Hodulik via Barron’s Online Tech Trader Daily about Verizon, AT&T: UBS Downgrades On Weak Economy
• Citigroup’s Jim Suva and American Technology Research analyst Rob Sanderson via Barron’s Online Tech Trader Daily about RIMM: Citi Sees Beat-And-Raise Qtr; AmTech Ups Ests

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

June 9, 2008 Roundup

Analysts in the news for June 9:

• Michelle Abraham at In-Stat about Steady Growth Seen in Worldwide 3G Mobile TV Services
• Michael Gartenberg at JupiterResearch about HTC Touch Diamond in the house
• Thomas Husson at JupiterResearch about Where will you watch the Euro 2008?
• Julie Ask at JupiterResearch about Smart Marketing Tactics for Verizon/MediaFLO's Mobile Video
• Andreas Constantinou at VisionMobile about Revenue models in open source: a guide
• Carl Howe at Yankee Group about Apple iPhone Buzz topping last year’s numbers
• Ross Rubin at NPD Group and Charles Golvin at Forrester Research via Dow Jones about AT&T Takes Shot At Verizon Wireless With Subsidized iPhone
• Gene Munster at Piper Jaffray via Dow Jonesabout Apple Introduces 3G iPhone
• Hakim Kriout at Grigsby & Associates, David Garrity at Dinosaur Securities and Ross Rubin at NPD Group via Bloomberg.com about Apple Unveils Faster IPhone to Lure Business Buyers
• American Technology Research analyst Mark McKechnie via Barron’s Online Tech Trader Daily about AmTech Cuts Nokia Amid Apple, RIMM SmartPhone Threat
• John Delaney at IDC via guardian.co.uk about Apple unveils new iPhone 3G with GPS and a lower price

May 22, 2008 Roundup

Analysts in the news for May 22:

• Dr Windsor Holden at Juniper Research about Mobile Search Adspend to reach $2bn by 2013, representing more than 34% of total mobile advertising spend
• Paolo Pescatore at CCS Insight via NYTimes.com about Nokia Game Licensing Draws Scrutiny and User Complaints
• M:Metrics analyst Mark Donovan via InformationWeek about Social Networking, E-Commerce Driving Smartphone Users To The Web
• Julie Ask at JupiterResearch about Good Uses of SMS in Presidential Campaigns
• Dean Bubley at Disruptive Analysis about Qualcomm - investments in Femtocells and Spectrum
• Jack Gold at J. Gold Associates via Investor's Business Daily about Road Warriors Still Picking The BlackBerry
• Charles S. Golvin at Forrester Research via New York Times about On the Road Again? Tricks to Logging On
• Carolina Milanesi at Gartner via BusinessWeek about Telecom's Last Great Growth Markets
• Avi Greengart at Current Analysis and David Chamberlain at In-Stat via msnbc.com about GPS, Web picks for cell phone upgrades
• John Jackson at Yankee Group via RCR Wireless News about Industry bullish on nontraditional devices

May 12, 2008 Roundup

Analysts in the news for May 12:

• Michael Gartenberg at JupiterResearch about Eye-Fi Brings Online Ubiquity to Almost Every Digital Camera
• Dean Bubley at Disruptive Analysis about Over-optimistic femtocell forecasts?
• Seamus McAteer at M:Metrics via International Herald Tribune about Spam migrates to cellphones
• Piper Jaffray & Co. analyst Gene Munster and Shaw Wu at American Technology Research via Bloomberg.com about Apple Says iPhone Is Sold Out at Its Internet Store
• American Technology Research analyst Shaw Wu via Reuters about Apple to launch iPhone in four Asian regions
• Cowen & Co. analyst Matthew Hoffman, Kevin Dulaney at Gartner, Jim Suva at Citigroup and Deepak Chopra at National Bank via Dow Jones about RIM Unveils New BlackBerry, Cracks High
• Piper’s Gene Munster, American Technology Research analyst Shaw Wu and BMO Capital Markets analyst Keith Bachman via Barron’s Online Tech Trader Daily about Apple: 2 Firms Up Targets; Apple.com Out Of iPhones
• Citigroup’s Jim Suva via Barron’s Online Tech Trader Daily about Research In Motion Unveils 3G Blackberry
• Chris Hazelton at IDC and Current Analysis' Avi Greengart via CIO Today about BlackBerry Goes Bold with New 3G Smartphone

May 5, 2008 Roundup

Analysts in the news for May 5:

• Andreas Constantinou at VisionMobile about Community dynamics in mobile open source
• Kitty Weldon at Current Analysis and Jack Gold at J. Gold Associates via SearchMobileComputing.com about BlackBerry gets native CRM application from SAP
• Charles Golvin at Forrester Research and Tole Hart at Gartner via Dow Jones about T-Mobile USA Begins Rollout Of 3G Network
• Shaw Wu at American Technology Research and RBC Capital’s Mike Abramsky via Barron’s Online Tech Trader Daily about Apple: AmTech Ups Rating To Buy, Reversing Recent Downgrade; RBC Raises Target, Sees 14M C'08 iPhones
• Ben Wood at CCS Insights, Rob Enderle at Enderle Group and Kevin Burden at ABI Research via RCR Wireless News about Apple’s international rollout

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 28, 2008 Roundup

Analysts in the news for April 28:

• Thomas Husson at JupiterResearch about Swedish dongles - part 2
• Ian Fogg at JupiterResearch about New Skype Mobile App
• Ben Wood at CCS Insight about Nokia’s Numbering Doesn’t Add Up
• Dean Bubley at Disruptive Analysis about IMS Rich Communications Suite - Necessary but not sufficient?
• Dean Bubley at Disruptive Analysis about More thoughts on green issues & cellular CO2. But will femtos help?
• S&P telecom analyst Todd Rosenbluth and Craig Moffett at Bernstein Research via Barron’s Online Tech Trader Daily about Verizon Climbs; Q1 Nearly In Line; Strong Wireless, FiOS
• Needham & Co. analyst Charlie Wolf and IDC analyst Chris Hazelton via E-Commerce Times about 3G BlackBerry for AT&T May Take Longer to Ripen

April 22, 2008 Roundup

Analysts in the news for April 22:

• In-Stat about Fragmentation of Mobile TV Broadcasting Here to Stay
• Mark Mulligan at JupiterResearch about Comes With SonyBMG
• Dean Bubley at Disruptive Analysis about What's in a number? Is 3 billion irrelevant?
• Dean Bubley at Disruptive Analysis about It's all going Green in wireless
• Carrie MacGillivray at IDC and Jack Gold at J. Gold Associates via Data Monitor about RIM Tailors BlackBerry Service For SMBs
• Carolina Milanesi at Gartner via Dow Jones about Nokia Signs Sony BMG To Its Comes With Music Offering
• Phillip Redman at Gartner via Bloomberg.com about IBM Develops Voice-Controlled Web Browser for Phones
• Piper Jaffray analyst T. Michael Walkley via Forbes.com about Qualcomm to report 2Q results
• J.P. Morgan analyst Paul Costera via Barron’s Online Tech Trader Daily about Garmin: J.P. Morgan Launches Coverage With Neutral
• American Technology Research analyst Shaw Wu via Barron’s Online Tech Trader Daily about Apple: AmTech Downgrades To Neutral On Valuation
• Forrester Research's Charles Golvin via USATODAY.com about Full-length shows, even movies, growing on cellular

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

April 3, 2008 Roundup

Analysts in the news for April 3:

• Patti Freeman Evans at JupiterResearch about Amazon Brings Text to Buy
• Ian Fogg at JupiterResearch about Brand Madness
• Dean Bubley at Disruptive Analysis about Mobile context firewalls - aggregated mobile membership clubs??
• Dean Bubley at Disruptive Analysis about Post #500... so what's changed in 2.5 years?
• Nadine Manjaro at ABI Research about CTIA News
• Geoff Blaber at CCS Insight about Nokia’s New Entry-Level Phones Look Beyond First-Time Buyers
• Carl Howe at Yankee Group about Separating the Anywhere Employee from the Anywhere Consumer
• Philippe Winthrop at The Aberdeen Group about FMC: The Next “Killer App” For Mobility?
• Stephanie Ethier at In-Stat about Steady Growth Expected for Portable Consumer Electronics
• Forrester Research analyst Charles Golvin via AP about Cell Boosters Coming for the Home
• Jeremy Green at Ovum via IT Week about Windows Mobile gets enterprise-class upgrades
• Ryan Reith at IDC via TechNewsWorld about Microsoft Gives Windows Mobile a Tune-Up
• Ross Rubin at NPD Group via RCR Wireless News about Unlimited calling plans cater to customers worth retaining
• Telecom industry analyst Jeff Kagan and Gartner analyst Ken Dulaney via E-Commerce Times about RIM Scoffs at "R" Word With Doubled Profit, Revenue
• Lewis Ward at IDC via San Diego Union-Tribune about Multimedia goes mobile at wireless convention
• RBC Capital’s Mike Abramsky via Barron’s Online Tech Trader Daily about Apple: RBC Says iPhone Shortage Reflects Strong Demand
• Chris Hazelton at IDC via CIO Today about China Mobile Eyes iPhone as Unlocked Market Blooms