Archive For

January 2013

BlackBerry – A seat at the table.

          BlackBerry 10 hopes to sell itself on a feature that so far has not worked for Microsoft. Despite being snubbed...

Amazon Q4 – To hell with reason

          There is no rhyme or reason in the valuation of this company. Amazon reported disappointing results but still managed to...

Yahoo! – A place in the pantheon?

          Yahoo! currently lacks the assets but has the users to be a viable ecosystem. Yahoo has completed its first full...

Dell – Privacy please

          Dell’s mooted move to become private looks to be about peace and quiet rather than desperation. Dell is certainly at...

Google – Nothing better to do?

          Building a spanking HQ new is a sure sign of future underperformance. It looks very much as if Google is...

Apple Q4 – Bond scenario

          If Apple was a bond, I would be buying every scrap I could get my hands on. Apple reported disappointing...

Google Q4 – Blot on the landscape

          A nice set of numbers are obscuring the indelible stain of a company beginning to be run for the benefit...

RIM – Hope springs eternal

          RIMM must hold onto hardware if BlackBerry 10 is to have a chance of being a viable ecosystem. The big...

Google Nexus 4 – Horror story

          Anyone who is trying to make money from selling Android devices will be looking at the Google Nexus 4 by...

Ultra HD – So big it fails

          Ultra HD looks great on the stands and in the shops but the dimensions of the living room are likely...