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Tuesday, April 14, 2009

What iPhone Apps Are Used Most? Hint: Not Games.

Mark Walsh

When it comes to the type of applications iPhone owners use most, ones for checking the weather trump games, music, news and everything else.

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Thursday, March 26, 2009

A Dell Smartphone Would Face Big Hurdles

Olga Kharif

Dell CEO Michael Dell has done little to dispel rumors that his company is working on a mobile computing device. In fact, he all but confirmed them while traveling in Japan on March 24 when he said: “It is true that we are exploring smaller-screen devices.” What form those devices will take remains a matter of heated debate.

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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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Friday, February 27, 2009

White Hat Hackers Target the iPhone

Philip Elmer-DeWitt

Hackers and computer security experts gathering on March 18 in Vancouver, British Columbia, for the third annual Pwn2Own contest will be targeting five smartphones: an Apple iPhone, a Research in Motion BlackBerry and phones running on Google’s Android, Microsoft’s Windows Mobile and Nokia’s Symbian operating systems. The contest, sponsored by 3Com’s TippingPoint computer security division, will award $10,000 prizes to anyone who can break into one of the phones.

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Tuesday, February 24, 2009

Twittering Celebrities Take Fans Backstage in Their Lives

Jenna Wortham

Paparazzi, eat your hearts out: Celebrities are now taking their own candid photos of themselves and putting them on the Web. While watching the Academy Awards on TV Sunday night, Hollywood couple Ashton Kutcher and Demi Moore sent text updates to fans via Twitter.

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Monday, February 23, 2009

Record Exec Says Music’s Future Is in the Clouds

William M. Bulkeley

Terry McBride thinks the smartphone is going to upend the current version of the record industry as profoundly as the iPod changed the last one. In a speech to college musicians, Mr. McBride said smartphone apps “will radically change the business.”

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Friday, January 30, 2009

The Eye of the (BlackBerry) Storm

Arik Hesseldahl

As the battle for the smartphone market heats up, comparisons abound between Research In Motion’s BlackBerry Storm, released in November, and Apple’s iPhone.
For starters, both devices boast a touchscreen, forgoing the buttons found on more conventional phones. But the more important comparison, from the bottom-line perspective, lies in which device carries a fatter margin.

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Monday, November 24, 2008

Apple: While Shuffling Estimates, Analysts Wax Bullish

Eric Savitz

Analysts don’t quite know what will be the impact on iPod, Mac and iPhone sales in light of new challenges facing Apple: the economic downturn, the explosion of the smartphone sector, the impact of netbooks on PC sales and the entrance into the market of new competition. In light of these circumstances, though, many analysts continue to recommend the stock–which is up four percent this morning, to $85.85.

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Thursday, November 13, 2008

Research In Motion: Estimates Coming Down

Eric Savitz

Across the board, estimates for Research In Motion are coming down, with analysts citing factors such as a late launch for both the Bold and the Storm, increased competition from the iPhone, and weak consumer demand projected for calendar Q4. Overall, states UBS analyst Maynard Um, “We do not expect RIMM to be immune from the weakening economy.”

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Wednesday, November 5, 2008

Palm Shares Tumble; Morgan Keegan, Avian Downgrade

Eric Savitz

Analysts at Avian Securities and Morgan Keegan downgraded Palm stock this morning, prompting a sharp downturn in shares. Reasoning includes the conjecture that smartphone sales will be down for the next few quarters. This is certainly true for the Palm Centro, and the Treo Pro and Treo 800w may not even make it to AT&T and Verizon stores in time for the holiday season. Early demand for the BlackBerry Bold, however, appears to be “robust.”

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Wednesday, September 24, 2008

The Rise of the Superphone

John SanGiovanni

To describe the segmentation of the mobile phone marketplace, analysts and industry professionals use a common lexicon to group similar devices by their relative features and capabilities.

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Monday, September 8, 2008

Smartphone Market Grew 15.7 Percent in Q2, Gartner Says

Eric Savitz

Worldwide smartphone sales grew 15.7 percent in Q2 from a year earlier, Gartner announced this morning. The research firm says smartphones remained 11 percent of the mobile device market, unchanged from a year earlier.

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Tuesday, September 2, 2008

August Handset Demand “Lackluster,” Pacific Crest Says

Eric Savitz

U.S. and European handset demand was “lackluster” in August, creating pressure on pricing, Pacific Crest’s James Faucette asserted in a research note this morning.
Faucette says says handset sell-through is up sequentially from July, but below expectations for the beginning of the back-to-school season.

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Friday, August 1, 2008

Verizon Cuts Prices on Blackberry, Other Smartphones

Eric Savitz

Verizon Wireless has aggressively cut retail prices on several models of the Research In Motion Blackberry as well as smartphones from LG and Samsung, according to research by Morgan Keegan’s Tavis McCourt.

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Thursday, July 17, 2008

Nokia Shares Jump as Q2 Results Top Expectations

Eric Savitz

Nokia (NOK) shares are headed higher this morning on better-than-expected second-quarter results.

For the quarter, the company posted net sales of $13.151 billion Euros, up 4 percent both year-over-year and sequentially, and ahead of the Street consensus of 12.8 billion Euros. EPS excluding special items was in line at 36 Euro cents per share.

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