GOOG/AMZN/TWTR – Mixed bag.
Reply to this post Solid quarter at Google but Amazon slips back into bad habits. Twitter in limbo. Alphabet Alphabet...
Microsoft – Wood for the trees.
Reply to this post Microsoft is so focused on the future that it misses the opportunity in the present. Microsoft...
Apple FQ4 16A – Margin gadfly
Reply to this post Margin pressure from product mix is not a problem. Apple reported results that broadly met expectations...
Wearables – Deadly drift.
Reply to this post Still, no one knows why they should buy one. Apple Watch 2 has failed to revive...
Qualcomm vs. Intel – Storm in a teacup.
Reply to this post Qualcomm thrashes Intel but not where it really matters. It appears that Qualcomm has once again...
LeEco – Priced to go.
Reply to this post LeEco’s real disruption is price. LeEco launched its assault upon the US market with a glitzy...
Google – Brain distribution pt. II.
Reply to this post Samsung presents Google with a unique opportunity The combination of more than 10m potential buyers and...
Facebook – The dunce.
Reply to this post AI is emerging as a major weakness for Facebook. There are signs that Facebook is really...
Amazon Music – Table stakes.
Reply to this post 40m tracks and a search box does not a service make. Amazon has plugged an obvious...
About Me
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Baidu – Headache of state.