Might be (an app) because I'm not having any caller ID issue
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Same problem on htc Evo running froyo. Sometimes the number name and picture shows up and sometimes it does not. I thought it might be a problem with the way the number was saved in the phone... For example with a dash or parentheses, but that does nor seem to be the case. Hope they fix it soon.
I also have an issue with the gmail app not letting me download attachments, I know that this issue is also only affecting a small portion of android users, I wonder if the issues are somehow related.