Archive For

August 2014

Lenovo Q1A – Breathing space

          Improvements give Lenovo more space to invest and execute. Lenovo reported good Q1 results as its handset business and PC...

Tizen – Duck in danger.

          Tizen increasingly looks like it has no real future at Samsung As more and more time passes the less likely...

Apple – Conspicuous absence.

          No wearables expected next month. The first days of September are going to be littered with new device launches. The...

Surface Pro 3 – Portable desktop.

          Not a laptop replacement but something much better. The Surface Pro 3 has significant issues but it is the first...

Zynga Q2A – Chalk and cheese

          Bad results show the difference between consoles and handhelds.  Zynga reported weak Q2A results and cut its 2014E guidance as...

Xiaomi – Tough at the top

          First there was media. Now there is ecosystem Xiaomi is not just the largest smartphone vendor in the Chinese market...

Samsung vs. Apple – Hint of sanity

          The glacial creep towards a settlement continues. Samsung and Apple have agreed to drop all litigation against each other that...

Google vs. Apple – Traffic story

          Traffic reveals the critical weakness in Google’s ecosystem. The latest data from Chitika shows that Google is still struggling to...