Archive For

April 2016

Amazon / Baidu Results – Away from home.

Reply to this post           Both companies being driven by new businesses. Amazon Q1 16A.  Amazon reported mighty results as Amazon...

Facebook Q1 16A – Painful splits.

Reply to this post           A stick in the eye for corporate governance.   A great set of results was marred...

Apple / Twitter Results – Show me the money.

Reply to this post           Cash flow is king when growth deserts.  Apple FQ3 16A.  Apple reported difficult FQ2 results but...

Apple Auto – Titanic task

Reply to this post           Like the television, I think the car will never launch.   While I am sure that...

Amazon – Proper practitioner?

Reply to this post           Signs of progress at last. Amazon is finally showing some early signs that it is beginning...

MSFT Q3 & GOOG Q1 – Two more strikes.

Reply to this post           Microsoft and Alphabet compound Ericsson’s and Intel’s woes Microsoft FYQ3 16A Microsoft reported reasonable results as...

Alphabet – In the soup.

Reply to this post           The EU kicks off a lengthy war with Google over Android. Google has been formally accused...

Yahoo and Intel Q1 16A – Falls at the first.

Reply to this post           Results season off to a tough start Intel Q1 16A Intel reported a difficult set of...

Apple App Store – Coup d’état.

Reply to this post           A meritocracy becomes a plutocracy. The anticipated changes to the Apple App. Store will no longer...

Facebook F8 – Cash crusade.

Reply to this post           Where the connection crusade goes, the cash machine will follow. Facebook made it very clear at...