Mobile Analyst Watch

September 15, 2008 Roundup

2008-09-15T16:32:00.000-07:00

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?

September 12, 2008 Roundup

2008-09-12T14:02:00.000-07:00

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 28, 2008 Roundup

2008-08-28T13:36:00.000-07:00

Analysts in the news for August 28:

Ian Fogg at JupiterResearch about 3g Mobile Phone Battery Life
Ian Fogg at JupiterResearch about Swisscom Markets a Naked DSL Fixed-Mobile Bundle
Dean Bubley at Disruptive Analysis about Nokia removing VoIP capability from N-Series phones?
Dean Bubley at Disruptive Analysis about US elections and innovative mobile apps
Dean Bubley at Disruptive Analysis about GSMA toning down rhetoric towards reality
Tom Byrd at CCS Insight about Samsung Takes a Corny Approach to Going Green
Joshua Martin at Yankee Group about Navigating on the Anywhere Network
Gartner analyst Carolina Milanesi via Reuters about Weak economy to sap handset market growth
Gene Munster at Piper Jaffray & Co via Bloomberg.com about Apple Working on IPhone Update to Fix Security Flaw

August 26, 2008 Roundup

2008-08-26T16:02:00.000-07:00

Analysts in the news for August 26:

Thomas Husson at JupiterResearch about GPS Phones
Mark Mulligan at JupiterResearch about You Say You Want A Revolution...
Mark Mulligan at JupiterResearch about What I Want From Apple
Thomas Husson at JupiterResearch about Digital Politics
Ed Kountz at JupiterResearch about More mobile...FDC's GoTag study and a Visa U.S. Update
Dean Bubley at Disruptive Analysis about When is mobile VoIP not really mobile VoIP?
Gerhard Fasol at eurotechnology.japan about 75% of mobile phones in Japan ship with digital mobile TV
Gerhard Fasol at eurotechnology.japan about Last 2G phone shipped 8 months ago in Japan
Andreas Constantinou at VisionMobile about Application Environments: Order from Chaos

August 20, 2008 Roundup

2008-08-20T16:15:00.000-07:00

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

August 14, 2008 Roundup

2008-08-14T16:37:00.000-07:00

Analysts in the news for August 14:

Chris Jones and Caroline Chow at Canalys about US PND market doubles in Q2
David Card at JupiterResearch about Play Ball!
Gerhard Fasol at eurotechnology japan about How many iPhones were sold in July in Japan?
Jake Saunders at ABI Research about The Gloves Just Came off the Chinese 3G Operators
Ross Rubin at NPD Group about iPhone 3G will go head-to-head with rivals at Best Buy Mobile
Ross Rubin at NPD Group about iPod looks that won’t stop a clock dock
Howard Wilcox at Juniper Research about Mobile Money Transfers Opportunity for Service Providers to exceed $5bn by 2013
Joshua Martin at Yankee Group about Want a best buy on the iPhone?
Joshua Martin at Yankee Group about Today, I was not the very model of the Anywhere Consumer

Is AT&T in Cahoots with Text Messaging Spammers?

2008-08-14T11:00:00.000-07:00

Sorry for not posting the past two weeks but I was away for work and then took a short family vacation.

Since switching to the iPhone 3G last month, I've noticed an huge increase in text message spam. Before on my Samsung Blackjack I only received a few text spam per month but now with the iPhone 3G I'm getting at least 4-5 per day!

Given I was an AT&T customer with the same mobile number and a bundled Medianet data/text plan prior to the iPhone 3G, I can only surmise that AT&T somehow notified text spammers when I switched to their 3G data plan and added on 200 text messages for $5 a month.

Anyone else experiencing this?

July 31, 2008 Roundup

2008-07-31T15:59:00.000-07:00

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

July 28, 2008 Roundup

2008-07-28T16:25:00.000-07:00

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

Michael Gartenberg at JupiterResearch about Taking a peek at Peek
Julie Ask at JupiterResearch about Facebook Connect - Simplifying Mobile Use Cases
Philippe Winthrop at Strategy Analytics about Crack and Enterprise Mobility Just Don't Mix
RBC Capital’s Mike Abramsky and Morgan Keegan’s Tavis McCourt via Barron’s Online Tech Trader Daily about Palm: Could FY Q1 Hold An Upside Surprise?

First week with the iPhone 3G

2008-07-25T14:58:00.000-07:00

Picked up my 16GB white iPhone 3G last Saturday after waiting a week and my anger towards AT&T is now a faint memory. I've retired my Samsung Blackjack to emergency standby status and here's a quick take on my likes, dislikes and the apps I'm currently rocking on the new handset:

LIKES/COOL

Exchange sync - I can now easily access my company's global address book and all my email folders. Managing email is easier too.
App Store/iTunes ecosystem
Ease of use
Wi-Fi
Internet Browsing
Pandora - works well even over EDGE network
Auto correct keyboard - I type faster than on the Blackjack's QWERTY keyboard
VPN although having trouble accessing company SharePoint site with Safari

DISLIKES

Can't make calls from Calendar
Can't customize which email folders sync (currently syncs all)
Battery life - increased functionality/usability= more use and battery drain
No App Store demos to try before buy

APPS I LIKE

AIM
Pandora
Bloomberg
HoldEm
eBay
Remote
Facebook
Google

WAITING FOR

Turn by turn navigation
Ilium eWallet - app is available but waiting for PC desktop and/or Mac version so I can sync my records from Blackjack
Exchange sync enhancements
More apps

July 24, 2008 Roundup

2008-07-24T15:39:00.000-07:00

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 23, 2008 Roundup

2008-07-23T16:58:00.000-07:00

Analysts in the news for July 23:

Dr Windsor Holden at Juniper Research about forecasts Indian Sub Continent mobile data revenues to hit $8.3 billion by 2013, driven by music, games and browsing
Julie Ask at JupiterResearch about Impact of iPhone on AT&T's ARPU
David Card at JupiterResearch about NYTimes' iPhone App Does the Job
Dean Bubley at Disruptive Analysis about Mobile widgets - who wants them?
Ross Rubin at NPD Group about Peek pitches mobile e-mail to the parental female
Ross Rubin at NPD Group about Dear Slacker, Please write an iPhone app
Robert Caunt at CCS Insight about Having a Party on the QR
Joshua Martin at Yankee Group about Apple’s Mystery Machine Rides Again
Craig Moffett at Sanford C. Bernstein & Company and Roger Entner at Nielsen IAG via NYTimes.com about phone Giants Fight to Keep Subscribers
Ben Wood at CCS Insight via PC World about Nokia Claims Victory Over Qualcomm in Ongoing Patent Battle

July 21, 2008 Roundup

2008-07-21T15:31:00.000-07:00

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

So Close Yet So Far - AT&T Makes Me Wait Another Day For iPhone 3G

2008-07-18T20:19:00.002-07:00

Sorry for the venting but as a long time AT&T customer, I was going to give them a pass regarding iPhone 3G order fulfillment since a lot of their issues probably rested in the hands of Apple. But after this evening, I wonder if maybe AT&T is equally to blame.

A little background. My Samsung Blackjack Windows Mobile phone is nearing the end of its time and I've wanted to replace it with an iPhone 3G as it has Wi-Fi and could sync with my work's MS Exchange server.

Last Saturday morning I went to my local AT&T store in Lafayette, CA, and waited on line for 20 minutes. Unfortunately the store had only 10 iPhones to sell and I missed out by two people from getting the last one.

I was given the option to place a direct fulfillment (DF) order and was told it would take 7-10 business days for the store to receive it. I didn't want to chase around for an iPhone 3G so I handed over my credit card and ordered a white 16GB model.

This past week I constantly checked the status of my order online and anxiously read the HoFo and AT&T customer forums for any news on the fate of those who went the DF route.

Amidst the endless threads filled with frustration, anguish, complaints and vitriol hurled at AT&T and Apple, I tried to remain patient in hopes my 16GB white iPhone 3G would soon ship. The days slowly passed and my patience was wearing thin but finally on Thursday the online order status changed.

The iPhone 3G was shipped next day air via Fedex and tracking showed it arrived at the Lafayette store in the early afternoon. Soon after I received an email that I would receive a call when I could pick it up.

Late in the afternoon AT&T called with an automated message that said I could pick up my phone so I swung by the store after work in the early evening. I was finally going to get my hands on an iPhone 3G after waiting all week.

Unfortunately AT&T decided to sucker punch me when I least expected it. When I told one of the sales reps I was there to get my phone, she asked my name, looked at my receipt and then told me to return tomorrow. What? After waiting all week I was crestfallen.

It seems the store manager had left for the day, locking all the iPhones in her office, and no one else was authorized to give them to customers! So even though the store still open for business for another hour anyone coming to pick up their ordered iPhone 3Gs were out of luck.

I started to complain but realized the staff were just as frazzled from a long week of dealing with disgruntled iPhone fanatics. It was also quite obvious they thought the AT&T store manager was just as big of an idiot as I did.

It's only another day but what a complete letdown. I was so close and then AT&T dropped the ball. I hope the manager is in tomorrow morning when I go again, but odds are it won't even register with her how poorly this reflects on AT&T.

I guess all the complaints on the forums about AT&T not caring about their customers might have some validity after all...

July 17, 2008 Roundup

2008-07-17T16:16:00.000-07:00

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 14, 2008 Roundup

2008-07-14T16:58:00.000-07:00

Analysts in the news for July 14:

Michael Gartenberg at JupiterResearch about My favorite iPhone Apps... so far
Michael Gartenberg at JupiterResearch about 1 million served...
Michael Gartenberg at JupiterResearch about iPhone 3G and 2.0 Upgrade - First Thoughts
Dean Bubley at Disruptive Analysis about The upside-down pyramid of mobile broadband
Ross Rubin at NPD Group about iPhone 3G drives big numbers for little applications
Ross Rubin at NPD Group about Apple blows out the iPhone’s opening weekend
Robert Caunt at CCS Insight about An Industry in So Many Words
Carl Howe at Yankee Group about Activation problems don’t stop iPhone from being largest CE launch in history
Joshua Martin at Yankee Group about 1 Million iPhones and Counting
Carl Howe at Yankee Group about Boston iPhone line still long as of noon
Joshua Martin at Yankee Group about 3G-Day Has Arrived: Photos

July 10, 2008 Roundup

2008-07-10T13:10:00.000-07:00

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

July 9, 2008 Roundup

2008-07-09T15:47:00.000-07:00

Analysts in the news for July 9:

Dr Windsor Holden at Juniper Research about annual Africa & Middle East mobile revenues of $107 billion by 2013, driven by data service growth
Allen Nogee at In-Stat about China, India, Africa Lead Cellular Subscription Growth
Joshua Martin at Yankee Group about Do you hear me now, Rogers?
Tony Cripps at Ovum and Carolina Milanesi at Gartner via BusinessWeek about The Improved iPhone Tackles Europe
Richard Doherty at Envisioneering Group via FORTUNE about How the iPhone 3G is changing the wireless game
Michael Gartenberg at Jupiter Research via FT.com about Apple’s 3G iPhone aims to dominate smartphones

July 8, 2008 Roundup

2008-07-08T14:58:00.000-07:00

Analysts in the news for July 8:

Michael Gartenberg at JupiterResearch about Defining mobile.me for the "rest of us"
Steve Entwistle and Stuart Robinson at Strategy Analytics about 120% Annual Growth in Cellphone Removable Memory Card Capacities, Reaching 26GB by 2012
Gene Munster at Piper Jaffray via Bloomberg.com about Apple Expects 15-Minute Setup Process for New iPhone
Roger Entner at IAG via NYTimes.com about Bedeviled by the Churn, Sprint Tries to Win Back Disgruntled Customers

July 7, 2008 Roundup

2008-07-07T16:25:00.000-07:00

Analyst in the news for July 7:

Michael Gartenberg at JupiterResearch about iPhone week begins...
Thomas Husson at JupiterResearch about Together we can do more
Dean Bubley at Disruptive Analysis about Nokia Series 40 6th Edition - featurephone market direction

July 3, 2008 Roundup

2008-07-03T14:39:00.000-07:00

Analysts in the news for July 3:

Mark Mulligan at JupiterResearch about And then there were three
Dean Bubley at Disruptive Analysis about Mobile Web 2.0 and Power Management
Andrew Jaquith at Yankee Group about Setting the Record Straight on Mobile Security

July 1, 2008 Roundup

2008-07-01T15:57:00.000-07:00

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

June 30, 2008 Roundup

2008-06-30T16:14:00.000-07:00

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

2008-06-27T13:53:00.000-07:00

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 25, 2008 Roundup

2008-06-25T07:23:00.000-07:00

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