Archive For

October 2015

Google – Secret Squirrel

Reply to this post           Merging Chrome OS and Android is really about control. I suspect that the real aim of...

Samsung Q3 15A – Coming of age.

Reply to this post           Samsung is starting to look more like a mature, grown up company. Samsung reported reasonable Q3...

AAPL, TWTR, BABA – Mixed Bag

Reply to this post           Apple in line, Twitter miss and Alibaba beat. Apple reported a steady quarter while Twitter’s problems...

Mobile Payments – Horrible trade-off

Reply to this post           Security and a good user experience are almost mutually exclusive. I continue to believe that the...

Apple Music – Pandora’s box.

Reply to this post           I think Apple is going after radio more than streaming. Pandora reported bad Q3 15A results...

GOOG, MSFT & AMZN – Three for three.

Reply to this post           Three strong earnings reports but for very different reasons. Microsoft, Alphabet and Amazon all saw strong...

Alphabet – All the wrong moves.

Reply to this post           I am increasingly troubled with the outlook for Google. The outlook is becoming increasingly uncertain as...

Yahoo! Q3 15A – Scratching for scraps

Reply to this post           The ecosystem is Yahoo!’s only chance at a turnaround. Another lacklustre set of results further underscores...

Apple Music – The power of default

Reply to this post           Pre-installation and default remain very powerful. The latest figures from Apple on its music service are...

Alibaba – Empire builder

Reply to this post           Those with resources now have a substantial advantage. Alibaba is moving to increase its grip on...