Archive For

July 2016

Nintendo – Poke in the eye.

Reply to this post           Apple and Google are the real & investible beneficiaries of Pokemon Go.  Pokemon Go has nearly...

Alphabet – Competition conundrum

Reply to this post           Google’s growth depends on how well it defends itself to the EU.  Google has a very...

Apple – Replacement problem.

Reply to this post           The iPhone 6 is so good; it does not need replacing.  The summer season of speculation,...

Alibaba – Bargain hunting.

Reply to this post           Patience pays off for Alibaba in the hunt for an app store.   Alibaba has announced...

YunOS – Cloudy days.

Reply to this post           YunOS has volume but engagement is less certain. To make a real splash, YunOS needs to...

Facebook – Internet.cash.

Reply to this post           Connecting the next 4bn is about making money.  Facebook has entered the next stage of its...

Samsung Q2 16E – Galaxy cycle.

Reply to this post           A classic cycle will drive earnings for a few more quarters. Another solid set of numbers...

Android – Swiss cheese Pt II.

Reply to this post           More malware further underpins a proprietary future.  More Android based malware has come to light where...

Microsoft – Close call

Reply to this post           Microsoft needs 200m corporate upgrades to make its 1bn target  Microsoft is just over 1/3rd of...

Autonomous Autos – Fatal flaw

Reply to this post           First fatality underlines how long this is really going to take.  A fatal accident in Florida...