Qualcomm Snapdragon Summit – The Gauntlet
Qualcomm throws down the gauntlet to both Apple and Intel. Qualcomm is mounting a bold challenge to both Apple and Intel in PCs with the...
Intel and Amazon – Game of numbers.
Good numbers but both have problems. Both Intel and Amazon reported good results, but both have some fundamental problems that are hurting current performance and...
Meta Platforms Q3 23 – Bad habits
Meta may be returning to its bad habits. Meta Platforms delivered another set of excellent results but wiped out enthusiasm by guiding weakly for Q4...
Google & Microsoft – Scroogled again
Microsoft is really getting under Google’s skin. Microsoft continues to leverage OpenAI to get under Google’s skin and this quarter one can see some impact...
USA vs. China – Head scratcher
Taiwanese politics and Apple. Long-term collaborator and colleague Alastair Newton from Alavan Independent joins Radio Free Mobile in authoring today’s commentary concerning China, Foxconn, Taiwan...
USA vs. China – Tit for tat
The USA still has the upper hand. In the face of further restrictions on its ability to develop AI algorithms, China is threatening to restrict...
Autonomous driving – Bloody economics
An unattractive proposition. It looks increasingly like it will be Cruise rather than Tesla or Waymo that gets to market first with robotaxis giving it...
Qualcomm & Google – Starting low
Low volume, low value. Qualcomm and Google have announced that Android Wear OS will be supported on RISC-V processors opening the way for the first...
USA vs. China – The screw pt. III
Existing rules made more effective. The tightening of restrictions on chip exports to China aims to close a series of loopholes that allowed China to...
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.
Apple – Chugging along.