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

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

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 3, 2008 Roundup

Analysts in the news for June 3:

• Dean Bubley at Disruptive Analysis about UMTS at 900MHz becoming a reality
• Harry Wang at Parks Associates about GPS-integrated Mobile Devices to Exceed 830 Million Units Globally by 2012
• Ross Rubin at NPD Group via Engadget about Switched On: Dash delivers open roads, open questions (Part 1)
• Peter Jarich at Current Analysis via RCR Wireless News about The future of 3G in China
• Carolina Milanesi at Gartner via RCR Wireless News about It’s official: LG by a neck over Sony Ericsson
• Ross Rubin at NPD Group via chicagotribune.com about Plot turns interesting in reading of Kindle's future
• Pacific Crest’s Andy Hargreaves via Barron’s Online Tech Trader Daily about How Big Is The Potential Market For the Apple iPhone?
• Roger Entner at Nielsen/IAG and Gareth Jenkins at UBS via The Mac Observer about AT&T Not Likely to Subsidize iPhone

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

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

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

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

January 16, 2008 Roundup

Analysts in the news for January 16:

• Paul Brown and David Kerr at Strategy Analytics about Safari Best in Class Mobile Browser
• Julie Ask at JupiterResearch about The Power of Nokia’s Brand (Philippines Series)
• Julie Ask at JupiterResearch about How does one send 200 SMS each day? (Philippines)
• Nate Elliott at JupiterResearch about Forecasts European Mobile Ad Spending Will Reach €1.3 Billion in 2012
• Michael Gartenberg at JupiterResearch about A few movies to go
• Julie Ask at JupiterResearch about Apple's Webclips
• Dean Bubley at Disruptive Analysis about Sorry Tomi, I disagree
• Dean Bubley at Disruptive Analysis about Joining the 3G dongle generation - what a bargain
• Leslie Arathoon at Pyramid Research and Devine Kofiloto at ITM via telecoms.com about Emerging markets: The unconnected masses
• Robert Egan at Tower Group via Fortune about South Africa's mobile bank accounts
• Nomura International analyst Richard Windsor, Carolina Milanesi at Gartner and Neil Mawston at Strategy Analytics via MarketWatch about Sony Ericsson nabs market share; profit slips, but beats view
• ING analyst Damien Chew and Richard Windsor at Nomura via Dow Jones about Sony Ericsson Beats Market Forecasts, Targets US
• Eric Beaudet at Natixis Securities, SEB Enskilda analyst Mats Nystrom, Jari Honko at EQ Bank and Ben Wood at CCS Insight via Reuters about Sony Ericsson beats forecasts
• Dave McQueen at Informa Telecoms & Media about SUPER 3G MOBILE HANDSETS SET TO TOP GLOBAL MARKET SHARE BY 2012
• Thomas Husson at JupiterResearch about Thorough phone reviews

November 9, 2007 Roundup

Analysts in the news for November 9:

• Ian Fogg at JupiterResearch about iPhone is an Astonishing v1.0
• Ramon T. Llamas at IDC about Handheld Device Shipments Decline 43.5% Year Over Year As Vendors Exit or Transition Product Lines
• Dean Bubley at Disruptive Analysis about My data roaming moratorium
• Michael Gartenberg at JupiterResearch via CIO Today about Europeans Stand in Line for iPhone Debut
• Ed Snyder at Charter Equity Research via the San Diego UNION-TRIBUNE about Growth of mobile Web is a boon to Qualcomm
• Ben Wood at CCS Insight and Mike Grant at Analysys via BusinessWeek about Challenges for Sony Ericsson's New Chief
• IDC analyst Chris Hazelton via Forbes.com about iPhone's U.K. Invasion

October 16, 2007 Roundup

Analysts in the news for October 16:

• Dean Bubley at Disruptive Analysis about If WiFi's going to be in so many phones... why not in Japan or Korea
• Julie Ask at JupiterResearch, Avi Greengart at Current Analysis and Richard Windsor at Nomura via BusinessWeek about Microsoft and Nokia Go User-Friendly
• Chris Hazelton at IDC via NewsFactor Network about Motorola Buys Half of UIQ from Sony Ericsson

October 11, 2007 Roundup

Analysts in the news for October 11:

• Julie Ask at JupiterResearch about Local Content on Cell Phones
• Andrew Rassweiler and Chris Crotty at iSuppli about A “Classic” Stopgap Measure
• Nomura analyst Richard Windsor via Dow Jones about Sony Ericsson 3Q Profit -10%, Margins Strong
• Craig J. Mathias at Farpoint Group via Computerworld about A solution to the mobile power problem
• UBS analysts Benjamin Schachter and Arthur Hseih via Barron’s Online Tech Trader Daily about Report HTC To Ship 50,000 Google OS Phones By Year-End; But Don't Line Up Yet; For Developers
• Goldman Sachs analyst David Bailey via Barron’s Online Tech Trader Daily about Apple: Goldman Raises Q3 Estimates; Ups Target To $190

September 4, 2007 Roundup

Analysts in the news for September 4:

• Julie Ask at JupiterResearch about AT&T Wireless Hits Target with Strong Offering for Parents
• Ross Rubin at NPD Group about Fujifilm gets that cameras are social devices
• iSuppli about iPhone Becomes Leading U.S. Smart Phone Model in July
• Roger Entner at IAG about What’s it going to be? A pound of lead or a pound of gold?
• Michelle Warren at Info-Tech Research Group, Matt Rosoff at Directions on Microsoft and Roger Kay at Endpoint Technologies Associates via IDG News Service about Microsoft purchasing RIM a nice rumor but unlikely
• Weston Henderek at Current Analysis, Vikrant Gandhi at Frost & Sullivan and Rob Enderle at the Enderle Group via the Los Angeles Times about A Google phone is the talk of the blogosphere
• Mark Blowers at Butler Group and Jeremy Green at Ovum via Personal Computer World about Mobile momentum
• Carolina Milanesi at Gartner and Richard Windsor at Nomura International via Dow Jones about Sony Ericsson Taps Veteran Exec Hideki Komiyama To Top Post
• Avi Greengart at Current Analysis via RCR Wireless News about MVNO Handset Strategy
• Julie Ask at JupiterResearch via RCR Wireless News about Social Marketing and Adding Mobile to the Mix
• Piper’s Gene Munster and Deutsche Bank’s Chris Whitmore via Barron’s Online Tech Trader Daily about Apple: Piper, Deutsche Bank Find Strong Demand For iPhones, Macs
• Bear Stearns hardware analyst Andy Neff via Barron’s Online Tech Trader Daily about Research In Motion: Bear Stearns Downgrades On Valuation, "Macro Questions"

May 8 Roundup

Analysts in the news for May 8:

• Dean Bubley at Disruptive Analysis about Nokia S40 - no SIP support
• Bena Roberts at BKI Media about Idle Screen Advertising
• Chris Taylor and Asif Anwar at Strategy Analytics about RFMD & Skyworks Gain Strength in Handset PAs
• Rob Enderle at Enderle Group via Advertising Age about PSP Retools in Bold First-Place Bid
• UBS analyst Ben Reitzes via Barron’s Online Tech Trader Daily about UBS Gushes About Apple After Meeting with Management
• Shebly Seyrafi, an analyst with Caris & Co via Barron’s Online Tech Trader Daily about Apple: Caris Ups Target, Estimates On Strong iPod Sales; Sees Huge iPhone Demand

April 10 Roundup

Analysts in the news for April 10:

• Julie Ask at JupiterResearch about Disney ARPU Isn't Kid Stuff
• Dean Bubley at Disruptive Analysis about SonyEricsson K750: first-to-market featurephone with Naked SIP?
• Bena Roberts at BKI Media about The Mobile Advertising Company Radar
• Roger Entner at IAG about And another from the “What have they been thinking?” folder
• James Quin at Info-Tech Research Group via eChannelLine about Symantec offers PC-like security to Windows Mobile devices
• Neil Mawston at Strategy Analytics via the News Sun about Cell phones that fit your budget
• Stephen Baker at NPD Group via the NewsFactor Network about Can Apple Sell 100 Million More iPods?
• NPD analyst Stephen Baker via the Chicago Tribune about SanDisk Partnering With Yahoo Music Unit
• Gartner analyst Todd Kort via Unstrung about Palm's Open Source Hope
• Piper Jaffray analyst Gene Munster via The Mac Observer about iPod, iTunes Gain in Popularity Among Teens
• Gene Munster at Piper Jaffray via BusinessWeek about Kids eat up Apple
• Prudential’s Jesse Tortora via Barron’s Online Tech Trader Daily about Apple: Pru Ups Ests; Sees Two New Video iPods, Including 16GB Flash Model, 60 GB Hard Drive Model

April 4 Roundup

Analysts in the news for April 4:

• Victor Liu at In-Stat about Solid Foundation Now in Place for WiMAX in Asia/Pacific
• Julien Blin at IDC about 4Q06 Sprint Nextel Regained Its Lead in Terms of Blended Data ARPU Among the U.S. Wireless Carriers
• Stacy Sudan at IDC about Expanding Needs for Mobile Device Security Software Will Drive Revenue Growth Over the Next Five Years
• Ross Rubin at NPD Group about Mobile TV, hold the phone
• Ross Rubin at NPD Group about Smartphones and media like PB & pickles
• Ross Rubin at NPD Group about Gauging the Ocean’s tide
• NPD analyst David Riley and Parks Associates analyst Michael Cai via TechNewsWorld about Sony Shaves $30 Off PSP Price
• Todd Kort, at Gartner via the Chicago Tribune about Microsoft connects on cell phones
• Ross Rubin at NPD Group, Gregory Melich at Morgan Stanley, Andy Hargreaves at Pacific Crest Securities and Lehman analyst Alan Rifkin via the Investor's Business Daily about Best Buy, Wal-Mart Take On RadioShack In Cell Phone Retail
• Richard Windsor at Nomura via the Financial Times about Qualcomm hopes to avoid Nokia conflict
• Per Lindberg at Dresdner Kleinwort via Barron’s Online Tech Trader Daily about Mobile Phones: Get Ready For An Ugly Quarter
• IDC's Julien Blin via InformationWeek about Verizon Regains Lead In Wireless Subscribers; Sprint Gets Some Good News

April 3 Roundup

Analysts in the news for April 3:

• Wayman Leung and Neal Bonner at Telephia and Arbitron about Mobile Audio Is a Significant Growth Opportunity
• Bill Hughes at In-Stat and Michael King at Gartner via TechNewsWorld about Consumer: Mozilla Minimo 0.2 Enters Crowded Mobile Browser Market
• Michael Gartenberg at JupiterResearch via Scripps Howard News Service about ‘Five R’s’ help heal ailing iPods
• Charles Golvin at Forrester Research via THERECORD.COM about Status or safety?
• Richard Windsor at Nomura via the International Herald Tribune about Cellphone myths, and little-known facts
• Charter Equity Research analyst Ed Snyder and Prudential analyst Inder Singh via Reuters about Qualcomm files new patent suits against Nokia
• Gene Munster at PiperJaffray, Ben Reitzes at UBS and J.P. Morgan’s Bill Shope via Barron’s Online Tech Trader Daily about Apple: DRM-Free Music Is A Big Plus…Or Maybe It Isn't
• Kevin Hunt at Thomas Weisel Partners via Barron’s Online Tech Trader Daily about Apple: Weisel Ups Estimates On Falling NAND Prices
• Kaufman Bros. analyst Todd Mitchell via Barron’s Online Tech Trader Daily about Sony Cuts PSP Pricing; Video Game Stocks Tick Higher; Getting Ready For PSP 2.0
• Roger Entner at IAG Research via the heraldsun.com about Bell signals Motricity successes