Archive For

November 2015

Microsoft & Google – Developer dilemma.

Reply to this post           There are good reasons why Microsoft has lost interest in Android. There are strong indications that...

Lenovo Q2 16A – Storm rider

Reply to this post           Lenovo is nicely weathering both the PC storm and its restructuring. Lenovo reported Q2 16A results...

Yahoo! – Admission of defeat

Reply to this post           Calling in McKinsey is very unlikely to help. Yahoo! has called in McKinsey to help it...

Network economy – Unicorns and donkeys

Reply to this post           I suspect many unicorns are actually donkeys in disguise. The unicorn is a mythical beast of...

Android Wear – Wearing thin Pt III

Reply to this post           Smartwatches and wearables remain in Limbo. Tag Heuer, Intel and Google have launched the Tag Heuer...

Activision Blizzard – Game on!

Reply to this post           Activision must integrate to do what King cannot. Activision’s acquisition of King has very little to...

Google – All about control

Reply to this post           Google is trying to stop others from writing Android code. I think that Google’s latest blogs...

Facebook Q3 15A – Hidden dip

Reply to this post           I see a correction before Facebook fulfils its real potential. Facebook reported excellent Q3 15A results...

Apple – Cycle economics

Reply to this post           The end of the iPhone 6 product cycle is normal and expected. It is starting to...

Xiaomi – African safari

Reply to this post           Africa should help volumes but not margins. Moving into Africa might help Xiaomi’s volume shipments but...