Archive For

November 2014

Amazon Echo – No Eureka.

          Amazon Echo does nothing to address the big issues. As long as Echo is a great Bluetooth speaker it is...

Microsoft – Digital work land grab

          Microsoft moves to cement Office’s dominance. Microsoft is moving to tighten its grip on the Digital Work ecosystem before anyone...

Apple – The price of success

          Apple joins long-suffering Microsoft as a target for viruses. Apple has a difficult time ahead of it as I suspect...

LG – Safety in low numbers

          LG trades margin upside for safety. LG has struck a patent deal with Google which looks to be almost exactly...

Xiaomi – Reality check

          There is very little left for investors at $45bn.  If Xiaomi can raise money at a valuation of $40bn-$50bn, this...

Sony Q2 14A – Tough times

          The journey to ecosystem remains very hard. Sony reported a difficult set of results but there were no real surprises....