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 25, 2008 Roundup

Analysts in the news for June 25:

• Tuong Huy Nguyen, Jessica Ekholm and Madhusudan Gupta at Gartner about Worldwide Mobile Gaming Revenue to Surpass $4.5 Billion in 2008
• Stephanie Ethier at In-Stat about Personal Navigation Device Sales Beat Expectations
• Ian Chard at Juniper Research about Mobile web users to top 1.7bn by 2013, driven by New Web 2.0 collaborative business models
• Michael Gartenberg at JupiterResearch about T-Mobile @Home Changes the Landline Story - First Take
• Michael Gartenberg at JupiterResearch about Nokia Acquires Symbian, Sets it Free - First Take
• Ed Kountz at JupiterResearch about More Activity Around Mobile Payments
• Thomas Husson at JupiterResearch about Nokia to acquire Symbian
• Ian Fogg at JupiterResearch about Symbian OS Becomes Free
• Thomas Husson at JupiterResearch about Nokia to acquire Plazes
• Michael Gartenberg at JupiterResearch about Sprint Instinct - First Thoughts
• Dean Bubley at Disruptive Analysis about Less than 1% 3G traffic from smartphones
• Dean Bubley at Disruptive Analysis about HSDPA on the fringes of coverage
• Dean Bubley at Disruptive Analysis about Received party pays for mobile in Europe?
• Andreas Constantinou at VisionMobile about Nokia and Symbian to become one; royalty-free, open source roadmap
• Stuart Carlaw at ABI Research about Nokia to Acquire Symbian and Go Open
• Jérémie Bouchaud at iSuppli about The Birth of a Mobile-Handset Powerhouse
• Dr. Jagdish Rebello and Tina Teng at iSuppli about New iPhone Carries $173 BOM and Manufacturing Cost
• Geoff Blaber at CCS Insight about Nokia Squares Up to Software Rivals by Buying Symbian and Moving to Open Source
• Emily Green at Yankee Group about Anywhere Devices need a zero-based rethink
• Ross Rubin at NPD Group via Engadget about Switched On: The iPhone's iFunnel
• Ben Wood at CCS Insight via FT.com about Nokia relies on innovation to stay ahead of the pack
• Geoff Blaber at CCS Insight and Nomura Securities analyst Richard Windsor via BusinessWeek about Nokia Throws Open Mobile Software

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.

February 14, 2008 Roundup

Analysts in the news for February 14:

• James Kuai atParks Associates about Mr. Mobile Goes to Pyongyang
• Thomas Husson at JupiterResearch about Back from Mobile World Congress
• Waqas Javed at IDC about Australia Mobile Data Services to Grow at a Rate of More Than 50% in 2008
• Shailendra Pandey at ABI Research about Symbian Achieves Strong Growth Amidst Challenging Market Developments
• Tom Byrd at CCS Insight about Eco products feature throughout MWC
• Jack Gold at J. Gold Associates and Ken Dulaney, at Gartner via Computerworld about Could a touch-screen BlackBerry be in the offing?
• Stephanie Pittet and Caroline Milanesi at Gartner and Shiv Bakhshi at IDC via AFP about Mobile industry embraces touch-screen; some bet on projector glasses
• Jeffrey Hammond at Forrester and IDC's Lewis Ward via TopTechNews about New Android Development Kit Released by Google
• BKI Media analyst Bena Roberts via IT Week about Google’s Android basks in Mobile World Congress spotlight

November 8, 2007 Roundup

Analysts in the news for November 8:

• David Card at JupiterResearch about The Promise of Digital Music: Still a Few Dots Unconnected
• Stuart Carlaw at ABI Research about Symbian's Arrogant Attitude to Android Could be its Downfall
• Carolina Milanesi at Gartner via Dow Jones about France Upsets Apple's iPhone Party In Europe
• Stephen Coleman at Daedalus Capital, Piper Jaffray & Co. analyst Gene Munster and Jim Grossman at Thrivent Asset Management via Bloomberg.com about Apple IPhone Fees Prompt Analysts to Revalue Earnings
• Charter Equity Research analyst Ed Snyder via Reuters.com about Qualcomm outlook disappoints, shares drop

November 7, 2007 Roundup

Analysts in the news for November 7:

• Thomas Husson at JupiterResearch about Illimythics by SFR
• Sean Ryan at IDC about Despite IT Security Concerns, End-User Poll Indicates Consumers Plan to Use iPhone for Work in Addition to Play
• Dean Bubley at Disruptive Analysis about Nokia Ovi..... how long before it includes voice-based services?
• Shailendra Pandey at ABI Research about Vodafone and Nokia Join Hands to Offer 3G Services
• Dr Windsor Holden at Juniper Research about Mobile Games Market to Reach $10bn by 2009, Driven by Emerging Markets and Casual Gamers
• David Carnevale at iSuppli about Mobile Gaming Revenue Falls in Q2
• Carolina Milanesi at Gartner via Independent Online Edition about Countdown begins for the iPhone's arrival in Britain
• Carolina Milanesi at Gartner and John Delaney at Ovum via MarketWatch about Nokia scores victory for its Internet portal via Vodafone deal
• Mike Abramsky at RBC Capital Markets, Michael Ounjian at Credit Suisse, Rob Sanderson at American Technology Research and Michael Walkley at Piper Jaffray via Dow Jones about Research In Motion Shares Gaining Support Despite Run-Up
• Richard Windsor at Nomura via washingtonpost.com about Symbian sales soar
• Ben Wood at CCS Insight and Nomura analyst Richard Windsor via Dow Jones about Vodafone Opens Door To Nokia's Ovi Web Portal
• John Delaney and Vincent Poulbere at Ovum and Dean Bubley at Disruptive Analysis via Unstrung about Google Plans Lack Substance
• RBC Capital analyst Mahesh Sanganeria via Barron’s Online Tech Trader Daily about SiRF: RBC Downgrades; Sees Price Pressure In GPS Chips
• RBC Capital analyst Mike Abramsky via Barron’s Online Tech Trader Daily about Research In Motion: RBC Ups Target To $180
• IDC analysts Diana Hwang and Chris Hazelton via NewsFactor Network abotu TomTom Ups the Ante on Tele Atlas

October 22, 2007 Roundup

Analysts in the news for October 22:

• Ross Rubin at NPD Group via chicagotribune.com about AT&T to Offer Napster Music Catalog
• Jeff Wilson at In-Stat about Professional Services Firms’ Spending on Wireless Voice and Data Services to Exceed Their Spending on Wireline Services by 2010
• Michael Gartenberg at JupiterResearch about TouchPal for Pocket PC - Highly Recommended
• Dean Bubley at Disruptive Analysis about WiMAX is 3G
• Shailendra Pandey at ABI Research about Symbian Exhibited its Growing Acceptance at the Smartphone Show
• Richard Windsor at Nomura Securities and Michael Walkley at Piper Jaffray via BusinessWeek about Nokia: High Profits in Low-End Phones
• Iain Gillott at iGR via RCR Wireless News about The emerging mobile worker opportunity in China
• Goldman Sachs analyst Brantley Thompson via Barron’s Online Tech Trader Daily about Motorola: Goldman Sees Handset Costs Declining, Boosting Profits
• Josh Martin at Yankee Group via the CHICAGO SUN-TIMES about Getting on the map
• Roger Entner at IAG Research via Dow Jones about AT&T, Napster To Unveil Direct Mobile Music Download
• John Jackson at Yankee Group via the Seattle Times Newspaper about I-mate is stepping into the spotlight

October 17, 2007 Roundup

Analysts in the news for October 17:

• Julie Ask at JupiterResearch about Carriers Getting Serious about Mobile Advertising
• Julie Ask at JupiterResearch about Admob Network Metrics
• Julie Ask at JupiterResearch about Managing Mobile Access
• Dean Bubley at Disruptive Analysis about DIfferent device, same service.... different price
• Dean Bubley at Disruptive Analysis about At the Symbian show today
• Richard Robinson at iSuppli about Nokia’s Navteq acquisition bid shows that map makers have plotted a course to the center of the navigation universe
• Derek Lidow and Francis Sideco at iSuppli about Consolidation Strikes the Mobile Handset Baseband Semiconductor Market
• Jack Gold at J. Gold Associates via E-Commerce Times about Intel Rides Mobile Revenue to Strong Q3 Earnings
• Van Baker at Gartner via Computerworld about Apple reverses gears, opens iPhone to outside developers
• Farpoint Group analyst Craig Mathias and Jack Gold at J.Gold Associates via SearchMobileComputing.com about Mobile security tops concerns, but policy isn't enforced

October 12, 2007 Roundup

Analysts in the news for October 12:

• Dean Bubley at Disruptive Analysis about LG Telecom's Home Zone service... how does it work?
• Jeremy Green at Ovum and Lars Vestergaard at IDC via vnunet.com about PDAs back in favour with enterprises
• Gartner's Carolina Milanesi via NewsFactor Network about Samsung Reports Soaring Handset Sales
• Chris Hazelton at IDC via PC World about Mobile Firefox Likely to Work on Symbian