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Tuesday, August 18, 2009

Dear IPhone Users: Your Apps Are Spying on You

Sarah Perez

Recently, Palm came under fire when programmer Joey Hess discovered the Pre’s smartphone OS was sending users’ GPS locations back to Palm on a daily basis.

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Wednesday, August 12, 2009

Mobile Phone Text Messaging Is Making Children More Impulsive, Claim Researchers

Richard Alleyne

Researchers believe the mobile phone system makes youngsters less thoughtful and more prone to making mistakes elsewhere in life.

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Tuesday, July 21, 2009

SanDisk: Stifel Sees Upside, Auriga Reiterates “Sell”

Tiernan Ray

Strength in the NAND flash memory chip market, and from Apple’s iPhone in particular, should help SanDisk beat expectations when it reports Q2 earnings when it reports tomorrow, according to a note today from Stifel Nicolaus analyst Patrick Ho.

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Wednesday, June 24, 2009

Cellphones: Better Than Your Spouse and/or Alcohol

Andrew LaVallee

Two new surveys on cellphone use show that Americans love their handsets, possibly to the detriment of their spouses and social lives.

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Tuesday, June 23, 2009

Motorola: Seeing Turnaround Ahead, Merrill Turns Bullish

Eric Savitz

Motorola shares are getting a boost from Bank of America/Merrill Lynch analyst Tai Liani, who this morning raised his rating on the stock to Buy from Neutral, setting a price target of $9, up from $7.

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Friday, June 5, 2009

Motorola: Shopping Wireless And Set-Top Box Units?

Eric Savitz

Is Motorola planning to hold a fire sale?

Oppenheimer analyst Ittai Kidron observes in a research note that the company continues to plan the spin-off of its crumbling handset business sometime next year. But he says checks suggest the company is in the middle of strategic planning process that could lead to other asset sales as well over the next 12 months.

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Friday, April 17, 2009

Motorola: Revival of the Mobile Device Spin Off Plan?

Eric Savitz

Is Motorola going to dust off its plan to spin off its handset business as a separate public company?

Oppenheimer analyst Ittai Kidron thinks so.

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Monday, April 13, 2009

Dell Mobile Phone Is Doomed, Analyst Says

Eric Savitz

Unable to get the attention of the wireless carriers, Dell has decided to enter the mobile phone market by selling its wares direct through retailers, according to Collins Stewart analyst Ashok Kumar. The analyst writes that the carriers have decided to pass on Dell’s handset, “citing a non-compelling product with a roadmap that lags competition.”

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Friday, April 10, 2009

Now, Even More Ways to Spend Money Online

Geoffrey Fowler

Shopping on cellphones–long a dream among e-commerce companies–is not yet a mass-market phenomenon. But some new tools could help change that picture.

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Friday, April 3, 2009

Nokia: Signs of Light?

Eric Savitz

Are things picking up at Nokia?

Maybe… or at least, they seem to be getting worse at a decelerating rate.

RBC Capital’s Mark Sue this morning repeated his Outperform rating on the stock and lifted his price target to $16, from $12, asserting that the company’s operating margins in mobile device many have bottomed. “It’s been the most volatile global handset quarter since we can remember, yet the shock to the system seems to be dissipating,” he writes.

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Wednesday, March 25, 2009

Apple Proves It Pays to Be Late

Andrew Orlowski

Apple now finds itself where everyone else in the mobile handset business wanted to be 15 years ago. Large companies full of clever people devoted years of planning and expenditure to fail to get here. How did a company with no track record in a notoriously difficult business find itself walking away with the laurels? What can explain this paradox?

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Friday, March 13, 2009

RIMM: ThinkEquity Says Sell; Sees Price War Ahead

Eric Savitz

Bold call this morning–no pun intended–from ThinkEquity analyst Mike Burton, who launched coverage of Research In Motion with a Sell rating and a $30 price target.

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Tuesday, March 10, 2009

It’s Cellphone Mania as Street Sees Signs of Recovery

Eric Savitz

Shares of companies in the mobile phone sector are staging a furious rally today, with many companies up by 10 percent or more, on some hints from the industry that demand might be bottoming. Here are a few factors contributing to the more bullish tone…

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Tuesday, March 3, 2009

InterDigital Shares Pressured as Q4 Profits Disappoint

Eric Savitz

Wireless technology company InterDigital shares are heading lower in early trading after the company posted weaker-than-expected Q4 profits. The company’s profits of nine cents a share fell short of the Street’s expectation of 16 cents.

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Friday, February 27, 2009

Cellphones: Demand Is Even Worse Than You Think

Eric Savitz

How bad is the market for cellphones? Really bad. Worse than really bad.
RBC Capital’s Mark Sue this morning cut his Q1 forecast for global handset unit demand to 230 million, from 248 million, which would mean a sequential drop of 25 percent. For the full year, Sue now expects handset units to drop 18 percent.

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