John Paczkowski in Mobile on May 9 at 11:40 am PT
No signs of Lumia demand “falling off a cliff” — in the U.S., anyway.
John Paczkowski in Mobile on February 8 at 4:35 am PT
What would the mobile computing industry be without Apple, had the company not entered it in June of 2007 with the iPhone?
John Paczkowski in News on January 3 at 11:40 am PT
“Maybe 1-2 million cannibalized iPad sales at most.”
John Paczkowski in News on April 20, 2011 at 1:05 pm PT
Despite a launch marred by lousy execution, PR gaffes and middling reviews, there’s still promise in Research in Motion’s PlayBook–particularly once the company addresses its early shortcomings.
John Paczkowski in News on December 2, 2010 at 2:41 pm PT
The smartphone market in China is growing at an extraordinary rate, largely thanks to Google’s Android OS. Chinese consumers purchased 8 to 10 million smartphones last quarter, up from an estimated 2 to 3 million in the same period last year. And according to Morgan Keegan analyst Tavis McCourt, the bulk of them ran Android.
Voices
Alexander Eule, Reporter, Barron's Online in News on May 19, 2010 at 2:15 pm PT
Shares of Motorola are up eight cents, or 1.2 percent, at $6.86, after Morgan Keegan analyst Tavis McCourt this morning writes to clients that he’s taken a “deep dive” into Moto, after spending six hours with company management yesterday, reiterating an “Outperform” rating on the stock and a range of valuations from $7 to $12 depending on the progress of the mobile devices unit, which Moto is planning to spin off.
John Paczkowski in News on April 29, 2010 at 9:08 am PT
Now that they’ve had some time to digest the news of Hewlett-Packard’s acquisition of Palm, analysts are weighing in on the deal. More than 30 of them issued notes on the subject this morning, and they were largely positive. Consensus seems to be that while the deal seems expensive given Palm’s dire straits, it’s a wise move for HP, one that could make the company a player in the mobile devices market and strengthen its long-term positioning.
John Paczkowski in News on March 19, 2010 at 7:14 am PT
Remarking on Palm’s gruesome third quarter during an earnings call yesterday, CEO Jon Rubinstein called the company’s performance “extremely disappointing to me personally.” This sentiment seems to be widely held among investors, who are dragging the company’s shares through the mud today, and analysts questioning whether Palm can ever pull off the turnaround for which it’s striving.
John Paczkowski in Social on January 28, 2010 at 5:00 am PT
It’s still a bit early to claim any consensus reaction to Apple’s new iPad among Wall Street analysts. That said, there seems to be some agreement that the device has significant market potential, especially with the attractive pricing Apple has given it.
