Archive For

February 2014

Lenovo Q3 – Narrow squeak.

          Lenovo can absorb Motorola and just avoid red ink Lenovo will be skating on very thin ice when it absorbs...

HTC – No respite.

          HTC has lost its edge and there is no sign of its return. From its financial forecasts to the leaked...

Blackberry – Brutal Maths.

          Another round of bean counting reveals a dire outlook. The rotating doors are still turning as the old guard exits...

Nintendo – The thin red line.

          The 3DS gives Nintendo some time but it must act now. Given, its awful performance to date, Nintendo’s results surprised...

LinkedIn Q4 – The ecosystem issue.

          The narrow focus of some ecosystem plays is starting to hurt. First there was Twitter, now there is Linked-in. Linked-in...

Twitter Q4 – House of cards.

          When so much is pinned on the future, the tiniest wobble is catastrophic. Twitter reported great maiden results but the...

Sony – Dare to be different.

          Sony must still control the experience on PCs if it sells. While all the attention is on Microsoft, it appears...

Microsoft – Myopic Machinations

          The opportunity is at risk from taking the easy option. The naming of Satya Nadella as the next CEO could...