Archive For

January 2016

Microsoft & Amazon – Different days

Reply to this post           Microsoft and Amazon have a very different day. Microsoft FQ2 16A. Microsoft reported steady results as...

Facebook Q4 15A – Sleeping Policeman

Reply to this post           There is a bump in the road ahead. Facebook reported very strong results as revenues from...

Apple Q1 16A – The facts of life

Reply to this post           Apple’s slowdown is completely normal and priced in. Apple reported steady Q1 16A results as the...

Twitter – Bloody hands

Reply to this post           Twitter could easily trade below $10 per share. Everything is changing at Twitter except the one...

Google – Blessing in disguise

Reply to this post           Trouble with Oracle gives the perfect excuse to abandon open source. Vast revenues from Android should...

Galaxy s7 – More of same.

Reply to this post           S7 leaks highlight that Samsung remains all about volume. The specifications of Samsung’s next flagship product...

Music streaming – The fault lines

Reply to this post           Spotify and Apple are the only two with a bright future. Spotify has the smarts, Apple...

Flight to quality – Unicorns and donkeys part III

Reply to this post           The market is calling out the donkeys disguising themselves as unicorns. The market has gotten off...

Facebook & WhatsApp – JK come home

Reply to this post           WhatsApp will have to be integrated to earn a good return. Facebook has finally admitted that...

Google Auto – Greek gift

Reply to this post           Automakers should be wary of Google’s autonomous gift. The most significant event at the Detroit Auto...