Archive For

June 2014

PCs – Two tides

          RFM continues to see the growth in the PC market in 2014E. Intel increased its Q2 guidance as end-of –life...

FireFox OS –A $25 dream

          $25 dollar smartphone is likely to remain slideware Mozilla is moving to fulfil the promise of an ultra-cheap smartphone but...

Google – Real pie in the sky

          Skybox has great strategic value for Google. Google wastes vast amounts of money on frivolous expenses but the acquisition Skybox...

Facebook – Too many chats?

          Facebook needs one chat system that is a part of the whole. Facebook’s strategy around chat looks like a hodgepodge...

E3 2014 –Two horse race

          Microsoft is on the back foot going into E3 2014. So far in the competition to be the leading next...

Qualcomm vs. Ericsson – No sweat.

          Ericsson represents very little threat to Qualcomm or MediaTek. Ericsson’s handset radio chipset business is emerging from the ashes of...

Amazon – Wrong dimension.

          Amazon is attacking the wrong end of the value chain. Amazon will hold an event in Seattle on 19th June...

Computex 2014 – New life

          The PC market is far from dead. It is just changing.   Computex has kicked off in Taiwan and this...