Huawei – Nowhere to run pt. XXIV.
Re-inventing the silicon wheel makes no sense. Huawei appears to be planning on building its own semiconductor fab that is independent of US technology in...
Big Tech Q3 2020 – Pandemic powered.
Big tech is being driven by deficit spending. Big Tech continued to benefit from the huge increases in government spending during Q3 2020 but the...
Huawei – Nowhere to run pt XXIII.
Another reprieve in name only. Allowing Huawei to buy non-5G components offers very little reprieve for either the infrastructure business or the handset business and...
Facebook Gaming – Apple picking.
Facebook gaming lays bare another dispute with Apple. Facebook has launched its gaming service and by going last it is avoiding the blunders of its...
Huawei – Nowhere to run pt. XXII
Finally, the cupboard is bare. Huawei reported a difficult Q3 2020 results as management has finally run out of countermeasures and must now face the...
Intel Q3 2020 – Under siege.
The foundation shakes Intel followed IBM in reporting weakness in the cloud which was more than offset by the PC market, but this was not...
Autonomous autos – Faulty steering.
Removing the safety driver can lead to a misinterpretation of reality. Cruise has received permission to run its vehicles without safety drivers being present which...
Quibi – Reality prevails.
$1.4bn goes up in smoke. Quibi has bowed to the inevitable and decided to close its doors which should serve as a warning to investors...
Google vs. DOJ – Scroogled!
Now its Google’s turn. Its Google’s turn to be on the end of a lawsuit brought by the US Department of Justice alleging abusive monopolistic...
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.
Tesla – Sleight of hand.