Huawei & Arm – Clearer waters
The muddy situation resolves in Huawei’s favour. Its business as normal between Huawei and Arm meaning that Huawei’s silicon roadmap for its in-house modems and...
Google – Quantum leap?
Quantum computing earns a place on the far horizon. Digging beneath Google’s characteristically effusive claims reveals a solid advance that significantly increases quantum computing’s claim...
Amazon vs Google – Jack of all trades.
Amazon is winning through ubiquity. Amazon certainly gets the prize for launching the most products at the same time, but with many of them clearly...
DJI – Pawn sacrifice.
Another pawn is thrust into the fray. DJI is becoming another pawn in the long and drawn-out stand-off between the USA and China meaning that...
Samsung and Huawei – Dodgy flagships.
Two flagships not-market ready. Huawei Mate 30. Huawei pulled out all the stops except the one that really mattered and launched would be argued to...
Research Publication – Reality Bytes – Clash of the Titans
RFM teams up with Alastair Newton of Alavan Independent to provide subscribers with an in-depth political and technical assessment of the current trade/technology war between...
Research Publication – Reality Bytes – Clash of the Titans
RFM teams up with Alastair Newton of Alavan Independent to provide subscribers with an in-depth political and technical assessment of the current trade/technology war between...
Open AI – Hiding in plain sight
Open AI is still using brute force. Open AI’s latest paper makes its algorithms look very clever, but they remain subject to the limitations of...
Huawei – Nowhere to run pt. IX
Beautiful form won’t fix software shortcomings. Huawei has Apple soundly beaten when it comes to form factor design but even these beautiful looking devices are...
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.
The IPO Process – Reality check.