DMGT’s recent upbeat trading update showed improvements on the hefty declines in advertising of 2005 and 2006. At least part of the lift is thanks to DMGT’s national titles gaining share from other mid market and quality titles, and we are discounting a general print advertising recovery
Vodafone and Orange are planning to share their 3G networks in the UK, and are looking at potentially sharing their 2G networks in due course
iPod volumes hit a record 21.1 million units sold in the key Christmas quarter, but year-over-year quarterly revenue growth declined again to 18% (from 29%) due to lower prices for all iPods and consumers’ drift to low priced flash memory based players (iPod Shuffle). Apple’s push on the iPhone limits the iPod’s future development and hence this segment’s future revenue growth
Apple has introduced its long-awaited iPhone, with sleek looks and a host of innovative touches, to be launched in the US exclusively with Cingular in June and Europe by the end of 2007