Research Publication – Reality Bytes – Clash of the Titans – Taiwan edition
Taiwan’s uncertain political status is a hot potato for the technology industry. This is because semiconductors are a crucial element in all technology products and...
Xiaomi Q3 19 – Approaching reality
Xiaomi finds a bottom. Xiaomi has weathered Huawei’s market share gains in its home market extremely well which combined with growth in its ecosystem leads...
Cybertruck – The numbers game
Pay same. Get less. The Tesla Model 3 is a no brainer as it is almost as quick as a BMW M5 but costs...
Virtual Reality – Stalled at the start.
Microsoft and Sony go in different directions. Microsoft will not be pushing VR in its next-generation console in contrast to Sony which is likely to...
Google Fitbit – Moot point.
The fuss around Fitbit data is moot. The inevitable (see here) acquisition of Fitbit by Google is creating a fuss around user wellness data but...
Quantum computing – No trick pony
A superbrain that cant play Pong. There is no doubt that quantum computing has the potential to completely change the IT industry, but Google’s demonstration...
5G – Wide open spaces
Coverage map lays bare the reality of millimetre waves. Verizon’s 5G coverage map in the USA (see here) shows that the only time users are...
Ford – Wild horses
Mustang Mach-E is a ray of hope. Ford may be mistaken about what electric and autonomous vehicles will do to demand for its products (see...
Sony AI – 2 from 3
2 of Sony’s AI proposals make sense. While Sony appears to be late to the game in AI, it has been working on this for...
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.
Faraday Future – Skin deep.