This is Intel’s make or break moment. Intel’s determination to return to manufacturing supremacy is existential because if Geisinger fails, the vultures will break-up the company and sell off the...
Bad for Apple but good for almost everybody else. The colossal price being paid by Qualcomm in combination with the legal tussle between Apple and its former employees that founded...
Apple crushes the competition. Even accounting for the “Apple fanboy” element of the tech press, the new M1-powered Macs are delivering pretty much everything that Apple promised meaning that Intel,...
Apple potentially does some real damage. With its new Macs, Apple has made some very bold claims for the performance and power efficiency of its new M1 chip but if...
Apple brings the ecosystem closer together. Apple released one of its more interesting updates to iOS, included some concessions to developers and confirmed the widely leaked news that it is...
As with servers, the main issue is legacy software. It looks like Apple is finally about to pull the plug on Intel in its Macintosh computers and switch to Arm...
I think Cortana will go back to the research lab. Cortana is set to become a productivity-based digital assistant which in reality means that Microsoft is cutting the resources it...
Durable folding screens would take Surface to a new level. Microsoft has launched two brand new form factors (and use cases) but I think it is not releasing them until...
Apple is still pretty far from the holy land with iPad OS. Apple’s new iPad Pro OS goes some way towards improving the ability of the iPad to perform like...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
MSFT & AMD – Pandemic plays.
The pandemic is in the driving seat. The pandemic trade is back with homeworking and homeschooling driving the results of both Microsoft and AMD, but this may grind to a...