Archive For

March 2017

Spotify – Patience pays.

Reply to this post           I think shareholders will see more value by being patient. Spotify is closing in on finally...

Amazon vs. Google – Homefront pt. II.

Reply to this post           Amazon is pre-emptively moving to keep Google out. Amazon is pulling out all of the stops...

Yahoo – Earned asset

Reply to this post           This time Marissa has really earned her payoff. Following the sale of the Yahoo core business...

Intel – Auto ambition

Reply to this post           Intel must break out of the mould that success has cast for it. The acquisition of...

Autonomous autos – One of two.

Reply to this post           Regulations ease but liability remains. There are signs that the regulatory environment for autonomous driving is...

Intel vs. ARM – Juicy target.

Reply to this post           Intel’s 60%+ gross margins are a juicy target. To date, Intel has been able to brush...

Android Security – Swiss cheese pt. V.

Reply to this post           Leaks look dated but still push Google towards proprietary Android. Even if Google could quickly fix...

Enterprise AI – IBM and Salesforce

Reply to this post           Microsoft to Facebook could be what IBM is to Salesforce. Salesforce and IBM have announced a...

Smart Home – Back to front.

Reply to this post           Apple is losing badly despite offering the best user experience. Apple has redesigned its HomeKit website...

Digital assistants – Man and dog

Reply to this post           Late-comers have very little chance The latest craze to hit the mobile industry is digital assistants...