Archive For

September 2014

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  • September 2014

Yahoo! – Wrong prescription

          AOL is not the answer. A recent open letter from activist shareholder Starboard has correctly diagnosed all the issues at...

iOS vs Android – Fragmentation bugbear

          Quality will soon become the most important factor. As the smartphone market starts to settle down, quality of experience will...

Nokia and Microsoft – Still HERE

          Quality of HERE more important than availability on iOS or Android. There is confusion regarding whether Nokia is about to...

BlackBerry – Bendy noise

          BlackBerry Passport will be a niche product.  The uproar over bent iPhones has completely drowned out any real splash that...

Apple – Happy days

          iPhone 6 just as profitable as the 5s despite bigger screen.  The screen of a mobile device is by far...

Apple Pay – Kickstarter

          Apple Pay might just kick start the opportunity for everyone.  The size and brand power of Apple has enabled all...

Microsoft – Building blocks

          Microsoft is buying users and opportunity not electronic Lego.   Microsoft has agreed to purchase Mojang, the games developer behind...

ST Ericsson – No Life in the Old Cat

          ST Ericsson is being quietly put to sleep after further failures. Ericsson is following Broadcom and Renesas into the void...

Sony – Still in play

          Sony is still in a better position than many. Sony has reduced its FY2015E net profit forecast by JPY180bn ($1.66bn)...

Microsoft – Glaring Obsolescence

          Microsoft is still missing the opportunity created by laptop obsolescence. The Surface Pro 3 is far more than a laptop...