Archive For

April 2015

Microsoft Build – The great trade off

Reply to this post           One thing at Build 2015 really stood out. Microsoft launched its Build 2015 developer conference with...

Twitter Q1 15A – 90 minute slip

Reply to this post           The core business of Twitter is looking mature. Twitter suffered a double blow as its investor...

Apple Q2 15A– The mighty cycle

Reply to this post           iPhone replacement drives big Q2 15A results. Apple reported excellent Q2 15A results as the iPhone...

Amazon Q1 15A– Silver lining

Reply to this post           Amazon Web Services outshines a dull earnings report Amazon Web Services (AWS) was the bright spot...

Microsoft & Google– 2 for 2

Reply to this post           Strong US$ masks good fundamental developments. Microsoft and Google produced good results that were marred by...

Facebook & Sony– Irrelevant variance

Reply to this post           Variances from expectations have little to do with fundamentals. Facebook reported results and Sony pre-announced results...

Yahoo! Q1 15A– The last rabbit

Reply to this post           Yahoo! Japan will be the last rabbit to distract the market. Yahoo! pulled its last rabbit...

Samsung, QCOM & TSMC – Win Win Lose

Reply to this post           Qualcomm and Samsung get one over TSMC. Despite losing out to Samsung’s in house Exynos apps...

Xiaomi – Hardware heaven?

Reply to this post           Right strategy but where is the money? Xiaomi has exactly the right strategy to develop a...

Yahoo! – Nowhere to go

Reply to this post           Yahoo! had little choice but to stay with Microsoft. The changes that have been made to...