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 7, 2008 Roundup

Analysts in the news for May 7:

• Ian Fogg at JupiterResearch about BT Broadband Goes Mobile, Sortof
• Omar Salvador, at Pyramid Research Group and Wally Swain at Yankee Group via Bloomberg.com about America Movil to Bring Apple IPhone to Latin America
• Carolina Milanesi at Gartner and Neil Mawston at Strategy Analytics via International Herald Tribune about Apple to sell the iPhone through two partners in Italy
• Ed Snyder at Charter Equity Research via New York Times about Qwest Hangs Up on Sprint Nextel
• Ben Wood at CCS Insight via BusinessWeek about Europe Insight Vodafone Deal Signals Change in Apple's iPhone Strategy

May 6, 2008 Roundup

Analysts in the news for May 6:

• Tina Teng at iSuppli about Mobile Handset Market Stays on Track in Q1
• Ben Wood at CCS Insight about Vodafone Deal Signals Change in Apple’s iPhone Distribution Strategy
• Allen Nogee at In-Stat about Solutions for Indoor Cell Coverage Will Boost 3G Services
• Michael Gartenberg at JupiterResearch about Microsoft Updates Zune Functionality - First Take
• Thomas Husson at JupiterResearch about Vodafone to offer Apple's iPhone in ten markets
• Dean Bubley at Disruptive Analysis about Vodafone + iPhone...

May 1, 2008 Roundup

Analysts in the news for May 1:

• John Hodulik at UBS Investment Research and Richard Doherty at Envisioneering Group via BusinessWeek about Why AT&T May Deep-Discount the iPhone
• Ian Fogg at JupiterResearch about Vodafone: Unlimited Mobile Internet Offered for Free
• Mark Mulligan at JupiterResearch about What Does the Rest of 2008 Hold Part I
• Ed Kountz at JupiterResearch about The return of US mobile payments...different this time around?
• Andrew Jaquith at Yankee Group about Fling Aside Your Mobile Development Inhibitions
• Michael Gartenberg at JupiterResearch via San Francisco Chronicle about Adobe, cell phone makers work on Net interface
• Linda Barrabee at Yankee Group via Reuters.com about AT&T promises live mobile TV, but who’ll watch?
• Neil Strother at JupiterResearch and Charles Golvin and Peter Kim at Forrester Research via destinationCRM.com about The Moving Target
• Bernstein Research analyst Toni Sacconaghi via Barron’s Online Tech Trader Daily about Apple: AT&T iPhone Subsidy Would Dramatically Boost Unit Sales, Bernstein's Sacconaghi Says

December 11, 2007 Roundup

Analysts in the news for December 11:

• Thomas Husson at JupiterResearch about 1st, 2nd, 3rd or 4th Screen?
• Michael Gartenberg at JupiterResearch about 5 Things I'd like to see added to the iPhone
• Julie Ask at JupiterResearch about Shopping for Phones Online
• Thomas Husson at JupiterResearch about "1st Screen" by SFR
• John Delaney at Ovum via Dow Jones about Vodafone Takes Steps To Reduce Costs At Indian Joint Venture
• Craig Mathias at Farpoint Group and Rich Costello at Gartner via TechNewsWorld about Five Tech Trends to Watch in 2008
• Caris & Co.’s Shebly Seyrafi via Barron’s Online Tech Trader Daily about Apple Hits New High; Caris Ups Target; Stk Nears $200
• Roger Entner at IAG Research via The Detroit News about First BlackBerry store launches

November 13, 2007 Roundup

Analysts in the news for November 13:

• Bill Hughes at In-Stat about Size and Growth of Smartphone Market Will Exceed Laptop Market for Next Five Years
• Julie Ask at JupiterResearch about Mobile Browser In Need of a Companion (Again)
• Julie Ask at JupiterResearch about Alltel Plans to Launch Free Parental Controls
• Thomas Husson at JupiterResearch about Microsoft to acquire MUSIWAVE
• Ian Fogg at JupiterResearch about iPhone 1st Weekend in Europe
• Ian Fogg at JupiterResearch about Mobile UI is All the Operators Fault, Right.
• Michael Gartenberg at JupiterResearch about New Zune Models Land - First Take
• Michael Gartenberg at JupiterResearch about T-Mobile Shadow Review Raises the Issue of Tech Bias
• Michael Gartenberg at JupiterResearch about The Cellphone Rebellion of 2007? Naaah
• Dean Bubley at Disruptive Analysis about New Disruptive Analysis Report - 250m users of VoIPo3G by 2012
• Dean Bubley at Disruptive Analysis about Operator VoIPo3G in Taiwan
• Dean Bubley at Disruptive Analysis about Voda data 'pipe' revenues up... and has content revenue fallen?
• Dimitris Mavrakis at VisionMobile about Prepaid roaming: an underhyped opportunity
• Andreas Constantinou at VisionMobile about Managing software as lego bricks: the industry side of mobile software management
• Jake Saunders at ABI Research about Handset Looks Attract but Apps Are Getting Sticky
• Dr Windsor Holden at Juniper Research about mobile casino wagers to hit $5bn by 2012, as major players move into the sector
• JupiterResearch's Michael Gartenberg via Top Tech News about Reports Mixed on iPhone's European Launch
• Forrester Research analyst Charles Golvin via RedHerring about AT&T Lacks Banks on Mobile Debut
• Jeremy Green at Ovum via Unstrung about Enterprise Data Drives Vodafone
• Pacific Crest’s James Faucette via Barron’s Online Tech Trader Daily about Research In Motion: Report Initial CDMA Pearl Sales At Verizon Are Ahead Of Expectations

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

November 1, 2007 Roundup

Analysts in the news on November 1:

• Mark Mulligan at JupiterResearch about Vodafone / Omnifone Music Station: First Take
• Julie Ask at JupiterResearch about Monetizing Mobile Ad Inventory
• Dean Bubley at Disruptive Analysis about 3 + SkypeIn or SkypeOut
• Dean Bubley at Disruptive Analysis about UMB - not dead yet
• Tina Teng at iSuppli about Shipments of GPS-Enabled Mobile Handsets to More than Quadruple by 2011
• Strategy Analytics analyst Philip Kendall via E-Commerce Times about Tough Market, Merging Pains Hobble Sprint Nextel Profits
• Charles Golvin at Forrester Research via CNET News.com about Verizon shows off its future tech
• Richard Windsor at Nomura Securities and Jagdish Rebello at iSuppli via BusinessWeek about The iPhone Legacy: Pricier Smartphones?
• Roger Entner at IAG Research via the San Jose Mercury News about Critics say cell phone system isn't ready for next big earthquake
• Ken Dulaney at Gartner and Chris Hazelton at IDC via IDG News Service about Google mobile OS unlikely, analysts say

August 10, 2007 Roundup

Analysts in the news for August 10:

• Phil Solis at ABI Research about Vodafone Joins the WiMAX Forum
• Phillip Redman, at Gartner via Techworld.com about Dual-mode VoIP starts to bite
• Nomura International analyst Richard Windsor via Barron’s Online Tech Trader Daily about Apple: More On The iPhone Touch Screen Brouhaha
• Roger Entner at IAG Research via RCR Wireless News about Amp’d Mobile content team lands at Clearwire

August 9, 2007 Roundup

Analysts in the news for August 9:

• Nate Elliott at JupiterResearch about Mobile TV Even I'd Watch
• Julie Ask at JupiterResearch about Mobile Ad Network Milestone
• Mike Ippoliti at ABI Research about T-Mobile Hotspot@Home – So close, and yet so far
• Guy Zibi at Pyramid Research about MVNO Model Can Be Made to Work
• Sara Harris at Strategy Analytics, Alex Green at IMS Research and John Delaney at Ovum via Computerworld about Vodafone keeps door open to both LTE and WiMax

July 23 Roundup

More on the potential of the China mobile market from a new report by Raymond Yan at In-Stat, which states that smartphones are headed for mass adoption in China.

One of the positives is that currently "more than half of [China] Smartphone owners paid $25 or more every month for wireless services, 30% higher than that of non-Smartphone users."

On the otherhand, a cause for concern among the platform players is that similar to other places in the world, "Most [China] Smartphone users have no idea about the OS of the phone and do not care about it when purchasing Smartphones."

Does this mean that handset brand is clearly more important than the underlying OS?

Other analysts in the news for July 23:

• Julie Ask at JupiterResearch about Amp'd to Sell Assets
• Thomas Husson at JupiterResearch about The end of the European i-mode alliance?
• Rob Enderle at the Enderle Group via Technology Pundits about What If You Could Read Harry Potter on Your iPhone?
• Dean Bubley at Disruptive Analysis about Google - why the interest in femtos?
• Andreas Constantinou via VisionMobile about Flash-Inside
• Hugues De La Vergne at Gartner, Craig Mathias at The Farpoint Group and Jack Gold at J. Gold Associates via PC World about Unlocked Phones May Be Part of Spectrum Auction
• Peter Jarich at Current Analysis via RCR Wireless News aabout Why Sprint Nextel is Bad For WiMAX
• John Delaney at Ovum via CBRonline.com about Vodafone shows signs of improvement
• Miro Kazakoff at Compete via RCR Wireless News about Don’t stop the music … Why features and functions sell phones and why they don’t

June 29 Roundup

Analysts in the news for June 29:

• David Chamberlain at In-Stat about Apple iPhone will be a Key Influence on Handset Design
• Daryl Schoolar at In-Stat about Sprint Should Look to the iPhone
• Michael Gartenberg at JupiterResearch about EDGE is sufficient for the iPhone
• Ian Fogg at JupiterResearch about iPhone: Touch-only UI Impacts in Europe
• Ian Fogg at JupiterResearch about Quantifying iPhone
• Ian Fogg at JupiterResearch about YouTube Mobile: European Issue. Maybe iPhone issue.
• Ian Fogg at JupiterResearch about 2G is Faster Than 3G
• Ian Fogg at JupiterResearch about Treo 650: Turbocharging a Phone UI
• Ian Fogg at JupiterResearch about iPhone in Europe. What Impact? Vast. Why?
• Dean Bubley at Disruptive Analysis about Oh, OK, my pre-iPhone opinion too....
• Dean Bubley at Disruptive Analysis about OMTP handset VoIP settings requirements - pretty sensible
• Bena Roberts at BKI Media about 3, Orange Abaxia and Bebo... a day in the life of an analyst blogger
• Ovum analyst Vincent Poulbere and Alan Goode at Juniper Research via Americas Network about Collaboration starts to pay dividends
• Current Analysis analyst Weston Henderek via NewsFactor Network about The Battle for Bandwidth at 700 MHz
• Michael Gartenberg at JupiterResearch and Yankee Group analyst Josh Martin via Sci-Tech Today about Verizon on iPhone: 'We're Going To Be the Beneficiaries'
• Frederic Ruffy at Optionetics, Forrester Research Analyst Charles Golvin and Tony Rizzo at The 451 Group via E-Commerce Times about RIM Stock Ripens on Juicy Earnings Report
• Niek Van Veen and Charles Golvin at Forrester Research via Mobile Today about Vodafone or T-Mobile to get iPhone deal?
• Carolina Milanesi at Gartner and Ovum analyst Steven Hartley via ITPro about US iPhone debut sparks UK launch debate
• Rob Enderle at Enderle Group and Piper Jaffray & Co. analyst Gene Munster via Bloomberg.com about iPhone, Geek Must-Have, May Be Hard Sell for Parents
• Richard Windsor at Nomura via Reuters about Europeans claim they'll resist iPhone hysteria
• Tole Hart and Hugues De La Vergne at Gartner via The Cincinnati Post about Wireless industry is soaring
• Linda Barrabee at Yankee Group and Shiv Bakhshi at IDC via MySA.com about AT&T's EDGE draws mixed reviews
• Vincent Poulbere at Ovum and David Chamberlain at In-Stat via the Chicago Tribune about How the iPhone Breaks Industry Rules
• Ken Dulaney at Gartner via InformationWeek about Gartner: Keep the iPhone Out Of The Corporate Enterprise
• Deutsche Bank’s Jonathan Goldberg, Andrew Neff at Bear Stearns, Michael Ounjian at Credit Suisse, Maynard Um at UBS and RBC’s Mike Abramsky via Barron’s Online Tech Trader Daily about Palm Slides On Weak Guidance; Deutsche Bank Downgrades To Sell

June 28 Roundup

When the iPhone was first announced at the beginning of the year, I had no interest in purchasing one because I mainly use my Samsung Blackjack smartphone to check work email and surf a variety of internet sites for sports scores, news and other stuff. Moblie multimedia? No interest.

However, after being innundated with iPhone news this week I'm getting more and more intrigued with joining the herds tomorrow evening at my local Apple store to get my hands on one. However, common sense tells me to wait it out until they have a 3G version with more features and functions that I need.

Anyhoo, analysts in the news for June 28:

• IdaRose Sylvester at IDC about They Made Me Do It! Consumer Semi Girl Bows to Pressure to Talk about iPhone
• Julie Ask at JupiterResearch about Verizon's iPlan
• Ian Fogg at JupiterResearch about More Dissatisfied Smartphone Customers to Target
• Ross Rubin at NPD Group about Where the iPhone turns a blind i
• Mark Kirstein at iSuppli about Video to Drive Premium Mobile Content Market to Double by 2011
• Bryan Ma at IDC, Jack Gold at J. Gold Associates and Stephen Baker at NPD Group via Computerworld about Is there a teeny next-gen laptop in your future?
• Michael Gartenberg at JupiterResearch and Roger Entner at IAG Research via Cox News about iPhone a top-secret jewel for AT&T
• Charles Golvin at Forrester and Michael Gartenberg at JupiterResearch via USATODAY.com about Some experts advise iPhone buyers to wait
• Ovum analyst Jeremy Green via IT Week about Vodafone launches mobile security system
• Matthew Hatton at Yankee Group and Strategy Analytics' Phil Kendall and Neil Mawston via CNN/Money about No Word On iPhone's Europe Distributor, Sparking Speculation
• Neil Strother at JupiterResearch, Gartner analyst Carolina Milanesi and David Garrity at Dinosaur Securities via Investor's Business Daily about Nokia Pushes High End In iPhone Era
• Phillip Redman at Gartner via Network World about Sprint and Verizon Wireless set to battle Apple iPhone fervor
• Shaw Wu at American Technology Research via DETROIT FREE PRESS about Stores brace for madness as geeked techies chase iPhone
• Vincent Poulbere at Ovum, Niek van Veen at Forrester Research and Thomas Husson at JupiterResearch via RED HERRING about Europe Out in iPhone Cold
• Citigroup’s Michael Rollins via Barron’s Online Tech Trader Daily about Sprint: Citi Downgrades To Hold; Stock Slumps

June 26 Roundup

I'm away for a week and a half for vacation and get to come back to more Apple hysteria. This week seems to be shaping up as all Apple all the time - at least until the iPhone finally hits the shelves. Analysts in the news for June 26:

• Roger Kay at Endpoint Technologies Associates via Technology Pundits about iPhonery
• Elizabeth Parks at Parks Associatesabout Apple iPhone May Struggle Initially to Cross the Chasm
• Kanishka Agarwal at Telephia about MOBILE VIDEO POPULARITY REACHING NEW HEIGHTS WITH TRIPLE-DIGIT GROWTH IN REVENUES AND SUBSCRIBERS
• Claude Rousseau at NSR about Mobile Satellite Services Moving into Mainstream with New Products and Services
• Michael Gartenberg at JupiterResearch about And so it begins... at least in NY
• Ian Fogg at JupiterResearch about Whole Internet vs Mobile Internet vs Net Neutrality
• Bena Roberts at BKI Media about Rightmove? Not with Vodafone as the mobile Internet is bugged
• Bena Roberts at BKI Media about Podcasts to go
• Jack Gold at J. Gold Associates and Shaw Wu at American Technology Research via InfoWorld about Apple rivals dread iPhone |
• Rob Enderle at the Enderle Group and Jeremy Green at Ovum via ZDNet UK about When push email comes to shove
• Gartner analyst Todd Kort via Unstrung about Nokia Tries to Unlock US Market
• UBS analyst Benjamin Reitzes, Andy Hargreaves at Pacific Crest Securities, Shaw Wu at American Technology Research and Piper Jaffray analyst Gene Munster via Bloomberg.com about iPhone Euphoria May Lead to Investor Disappointment
• Ross Rubin at NPD Group via InfoWorld about iPhone accessory opportunities abound
• Charles Golvin at Forrester Research, Richard Windsor at Nomura, Hugues De La Vergne at Gartner and Ben Wood at CCS Insight via FT.com about Apple takes risks in bid to shake up the mobile market
• John Hodulik at UBS and Edward Snyder at Charter Equity Research via the New York Times about AT&T Hoping the iPhone Has Coattails
• Credit Suisse’s Michael Ounjian via Barron’s Online Tech Trader Daily about Research In Motion: Credit Suisse Boosts Target, Stays Cautious; Mulling The iPhone Impact
• RBC Capital’s Mike Abamsky via Barron’s Online Tech Trader Daily about Apple: RBC Picks Up Coverage With $160 Price Target

June 6 Roundup

Analysts in the news for June 6:

• David Chamberlain at In-Stat about Mobile Handsets Positioned to Radically Change the Navigation Device Market
• Julie Ask at JupiterResearch about Mobile Classifieds - Automotive
• Gerhard Fasol at eurotechnology.japan about SuiPo - linking posters to mobile phones and IC cards
• Shailendra Pandey at ABI Research about Motorola Struggling to Manage its Handset Portfolio
• Dr Elisa Kuang at Juniper Research about China’s Mobile Content Market to Top $21bn by 2012 with 3G Services Accounting for Almost $4bn
• Dean Bubley at Disruptive Analysis about Operators will have to be open about usage policies - and enforcement
• Charles Golvin at Forrester Research via the San Jose Mercury News about Search firms fear mobile Web lockout
• Julie Ask at JupiterResearch via RCR Wireless News about Amp’d, MVNOs and future of the market
• John Delaney at Ovum via IDG News Service about Vodafone whets appetite for mobile Internet

May 30 Roundup

Big news today is Palm's new Foleo thingy. I'm no rocket scientist and maybe this is just way too over my puny head, but I just don't understand who and where the market is for this mobile, thin-client, bigger than a device device. Am I the only one too stupid to figure it out? Is this a consumer play or enterprise? Or just something gadget geeks who need the latest thing will buy? As a consumer, do I really need this when I can get a more fully functional MacBook for the heavy stuff to complement my Windows Mobile smartphone for the light email and Internet access?

I'm guessing the enterprise is the target because that's where the money is, but will IT want to support it in lieu of or in addition to the ubiquitous notebooks for the mobile worker? Your guesses are as good as mine because at first glance I just can't see it happening. Then again, what do I know as I work in marketing...

Analysts in the news for May 30:

• Bill Hughes at In-Stat about Will the Apple iPhone Ignite the US Multimedia Phone Market?
• Michael Gartenberg at JupiterResearch about Palm Announces "Foleo" - First Take
• Michael Gartenberg at JupiterResearch about A Few More Foleo Details
• Tim Bajarin at Creative Strategies via PC Magazine about hands-On with the Palm Foleo
• Jake Saunders at ABI Research about Insight on Vodafone's Gameplan
• Sean Ryan at IDC about Adoption of Converged Mobile Devices by Enterprises Worldwide to Reach 82 Million Units by 2011
• Carmi Levy at Info-Tech Research Group via InformationWeek about Palm's Foleo Fails To Wow Followers
• William Choi at Jefferies & Co. and Piper Jaffray & Co.'s T. Michael Walkley via Bloomberg.com about Motorola to Shed 4,000 Jobs in Second Round of Cuts
• Todd Kort at Gartner and Jack Gold at J.Gold Associates via thestreet.com about Palm, New Device Out of Touch
• Jari Honko at eQ Bank Limited and Gartner analyst Carolina Milanesi via BusinessWeek about Nokia's Do-Everything Phone
• ThinkEquity’s Jonathan Hoopes via Barron’s Online Tech Trader Daily about The Early Read On The Palm Foleo; ThinkEquity Upgrades To Buy

May 29 Roundup

Two interesting mobile storage-related posts from different parts of the equation. Ross Rubin at NPD Group posts from his Out of the Box blog why memory cards are not getting the job done from a sharing mobile content perspective when compared to standalone personal media devices. Over at iSuppli, Frank Dickson discusses the challenges mobile operators face weaning subscribers from sideloading content.

In my opinion, for the time being in the U.S, the PC will be the primary conduit for getting content on and off mobile devices regardless of whether or not the network is high speed and onboard storage is removable (i.e. memory card). Personally, I can't recall the last time my microSD card was removed from my Samsung Blackjack and inserted into a different device. Too much of a hassle in my book.

Other analysts in the news for May 29:

• Daryl Schoolar at In-Stat about Market Pioneers Still Hold Dominant Market Share Position for WiMAX Equipment in 2006
• Ross Rubin at NPD Group about The iPhone may rise as others don’t sync
• Jack Gold at J. Gold Associates via IDG News Service about Palm to launch new mobile device
• John Delaney at Ovum via silicon.com about Vodafone's books looking less red
• Michael McGuire at Gartner via NewsFactorNetwork about Microsoft: One Million Zunes Sold and Counting

May 21 Roundup

This "Switched On" post from Ross Rubin at NPD Group via Engadget about RAZR d'être got me thinking about storage and handsets. I haven't been paying too much attention lately, but in the U.S. is the industry standardizing on adding storage to handsets only via removable solid-state memory cards instead of having more on-board memory or micro hard drives to keep bill of materials costs down? Durability of hard drives in an handset is an issue. But with iPod nanos going up to 8GB right now and rumored to be heading in the 16GB and/or 32GB direction soon, how come on-board handset storage hasn't increased much? If music phones are supposed to replace iPods and other PMPs (not my belief) in the future then will most mobile content be stored via removable memory cards?

Bob Egan at the Tower Group is quoted via IDG News Service about Symantec offering a Norton secruity smartphone suite to help enterprises manage and protect Window Mobile handsets. Will this help advance mobile enterprise efforts or is just another security company attempting to create a need and fear (i.e. mobile anti-virus) where no problem exists today?

Other analysts in the news for May 21:

• Thomas Husson at JupiterResearch about Mobile Number Portability
• Michael Gartenberg at JupiterResearch about Camera Phones vs. Cameras
• Dean Bubley at Disruptive Analysis about Aruba joins the enterprise dual-mode fray
• Bena Roberts at BKI Media about MCN mobile search takes over in Thailand
• Stuart Carlaw at ABI Research and Michael Thelander at Signals Research Group via Seattle Times Newspaper about Cellphone companies looking to conquer the great indoors
• Paul Brown and David Kerr at Strategy Analytics about SprintNextel Wins Mobile Portal Discoverability
• Charles Golvin at Forrester Research via the New York Post about JOBS GAMBLES BRAND REP ON iPHONE 1.0
• Jeremy Green at Ovum via theIndependent about C&W to take on mobile giants with new workplace service
• Carolina Milanesi at Gartner, Thomas Husson at JupiterResearch and Neil Mawston at Strategy Analytics via the International Herald Tribune about Europeans can't wait to push iPhone's buttons
• Neil Mawston at Strategy Analytics, Carolina Milanesi at Gartner and Shailendra Pandey at ABI Research via Cellular-News about Vodafone Launches Own-brand, Ultra-cheap Phones
• Julie Ask at JupiterResearch via RCR Wireless News about Mobile ad networks, building a business in a fragmented market
• Roger Entner at IAG Research via washingtonpost.com about For Texting Teens, an OMG Moment When the Phone Bill Arrives

May 1 Roundup

Analysts in the news for May 1:

• Dean Bubley at Disruptive Analysis about Vodafone's new data plan - defensive measures leave plenty of loopholes & questions
• Dean Bubley at Disruptive Analysis about When is an IMS not an IMS?
• Ross Rubin at NPD Group about WinMo’ Better
• Eden Zoller at Ovum and Windsor Holden at Juniper Research via the RED HERRING about Carriers Dial Ads for Help
• Charles Golvin at Forrester Research and Alan Brown at Gartner via the Los Angeles Times about Qualcomm faces legal troubles here and abroad
• Ross Rubin at The NPD Group via CNNMoney.com about Pure Digital wants to cash in on YouTube success
• Prudential’s Richard Klugman via Barron’s Online Tech Trader Daily about Verizon: Pru Upgrades To Neutral; Also Downgrades Sprint to Underweight
• Michael Ounjian at Credit Suisse via Barron’s Online Tech Trader Daily about Research In Motion: Credit Suisse Upgrades, Raises Ests, Boosts Target

March 27 Roundup

Analysts in the news for March 27:

• Michael Gartenberg at JupiterResearch about Microsoft Announces the Launch of ZenZui
• Julie Ask at JupiterResearch about Mobile Ad Mix MediaFlo Puzzle
• Julie Ask at JupiterResearch about One More Reason Wireless Makes Sense
• Dean Bubley at Disruptive Analysis about Ofcom new UK mobile interconnect rates & FMC
• Bena Roberts at BKI Media about Yahoo! and MobiTV form strategic mobile advertising alliance
• Bena Roberts at BKI Media about The CTIA Gossip Mill Begins – is Google being naughty?
• Kitty Weldon at Current Analysis via RCR Wireless News about Enterprise market hampered by segmentation
• Scott Ellison at IDC and Charles Golvin at Forrester via BusinessWeek about Widgets Gone Wireless
• Ovum analyst Jeremy Green via ZDNet UK about Vodafone seeks to integrate enterprise applications
• Allyn Hall at In-Stat and Rob Enderle at the Enderle Group via E-Commerce Times about AT&T Takes Banking Mobile
• American Technology Research analyst Albert Lin via IDG News Service about Static starts to clear on mobile TV
• Ross Rubin at The NPD Group about U.S. Mobile Phone Sales Peak at $8.8 Billion in 2006
• Roger Entner at IAG Research via the St. Petersburg Times about Buyers heed the call of wireless
• Independent analyst Jeff Kagan and Sterling Market Intelligence analyst Greg Sterling via E-Commerce Times about Yahoo Escalates Mobile Turf War With Ad Service