Nomura analyst Richard Windsor and his extraordinary knack for sniffing out Apple iPhone ‘issues’

“Good thing the iPhone was chosen as Time Magazine’s 2007 Invention of the Year, because a growing chorus of discontent suggests its successor is unworthy of the honor in 2008. Voice and data reception issues have been troubling the device for weeks now and it seems the blame for them lies not with the network carriers, but with Apple itself,” John Paczkowski writes for AllThingsD.

“In the states, ‘well-placed sources’ have told BusinessWeek that the Infineon Technologies chip Apple chose for the handset is undermining its performance,” Paczkowski writes. “And they are not the first to make such claims. Earlier this week, Nomura analyst Richard Windsor fingered the device’s chipset as the problem as well. ‘The 3G iPhone has been out for a month, but signs of problems are appearing that should give competitors some breathing space,’ Windsor said in a report to clients. ‘Problems include high incidence of dropped calls, switching onto EDGE while the device is stationary and loss of reception while in good coverage. We believe that these issues are typical of an immature chipset and radio protocol stack where we are almost certain Infineon is the 3G supplier.'”

Paczkowski writes, “So if that’s truly the case, what’s the solution? A firmware upgrade, most likely. Those ‘well-placed sources’ mentioned earlier say Apple and Infineon are prepping one for September release.”

Full article here.

[Thanks to MacDailyNews Reader “David O.” for the heads up.]

John Paczkowski seems to have forgotten his very own article from August 10, 2007, “iPhone ‘Dead Spot’ Discovered Between Analyst’s Ears,” in which Paczkowski himself reported on one Nomura analyst Richard Windsor, thusly:

Reports of dead spots in the iPhone’s touchscreen are migrating from Apple’s support forums to Wall Street.

In a research note to clients today, Nomura International analyst Richard Windsor suggested that the problem could become more widespread. “Windsor explained that the screen of the iPhone uses a chemical deposition to provide touch sensitivity based on heat,” MarketWatch reports. “The international property rights for this technology, he said, were purchased from a bankrupt Finnish company that was trying to make a similar device. But that company encountered the problem that with extensive use, the film would begin to degrade and the screen would lose its sensitivity. Windsor said the problem typically manifested itself within three to six months. While Apple should have been aware and fixed the problem, the broker said, only time will confirm that all is well with that touchscreen.”

An interesting theory, but one that should perhaps be taken with a grain of salt. As some observers have noted, Windsor hasn’t quite gotten his facts straight. “… There’s no film over the iPhone screen glass, and the touchscreen sensor senses capacitance, not heat,” a commenter on the Tech Trader Daily Blog explained… Said another, “The only ‘dead spot’ is between Richard Windsor’s ears.”

Seems Paczkowski has his very own dead spot.

As for Nomura analyst Richard Windsor, extrapolate at will.

26 Comments

  1. The click whore, lying ass dogs are, I suppose, with us forever.

    Richard, if you are reading this, I am calling you out as a liar and a cheat and a gutless pile of steaming shit.

    You write lie after lie and Normura claims you as one of their own.

  2. Should we really be surprised? You can’t shoot down the plans of the media industries in collusion with corporations like Adobe and Microsoft to milk the stupid for all they have, without getting some shots fired back, however badly aimed. Funny how crap bullies turn out to be when they are defeated.

  3. The best part about this supposed PR threat is that the answer is likely to come in a firmware update — in other words, a dead simple solution to a problem that with any other handset maker would probably have to result in a product recall or something. Once again, Apple is presciently ahead of the curve.

  4. Extrapolation:

    Nomura’s Windsor wants AAPL to go down.

    Nomura’s Windsor scans Apple’s online support boards for “issues” and finds one that can be twisted to suit his needs.

    Nomura’s Windsor writes it up in a note to clients with some invented and heightened “concern.”

    Nomura’s Windsor makes sure gullible and/or complicit media types get his note and report it.

    Nomura’s Windsor waits to see if it works again this year.

    Whoops! Nomura’s Windsor forgot about MDN.

    SEC finally wakes up?

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