Archive For

November 2013

Jolla – Plain sailing

            Apps are now available but are they any good? The brave sailors at Jolla are about to start shipping...

Broadcast TV – Mostly about sports

            BT’s win over Sky for the champion’s league highlights the crucial nature of sports. The value of broadcast rights...

Microsoft – All go or all stay

          If Bing and Xbox are to go all the rest must follow. The debate is raging over what the future...

Twitter – This is no flip

          At this price the highest quality investor should sell. Twitter enjoyed an incredibly strong debut, rising 73% above the offer...

Samsung – Love your investors

          More effort is needed if Samsung wants its multiple to expand. Samsung is clearly frustrated that its share price remains...

Twitter – Empty table

          There is now nothing left on the table for shareholders. Expectations are that Twitter will price above the top of...

BlackBerry – No rabbit

          I suspect that Fairfax has no rabbit to pull out of the hat. Close of US business is the deadline...

Sony Q2 – Big Black Shiner

          One black eye does not make a knock-out. Sony is paying the price for its ambition with an awful set...