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RICHARD WINDSOR

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RICHARD WINDSOR

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.

Autonomous Autos – From Russia with love.

Deal with Hyundai Mobis is a big credibility boost for Yandex.  Yandex’s agreement with Hyundai Mobis is a big endorsement for Yandex’s autonomous driving solution....

Medical Wearables – Inching closer.

Apple is a bit closer to a killer use case.   The latest data from Apple’s study with Stanford University is encouraging and I think...

Android Q – Humdrum update

The most interesting feature is the new logo It looks like Google i/o is going to be rather dull this year as tinkering with the...

Microsoft – Better lucky than good.

Many years late but maybe not too late. Microsoft should be thankful that everyone else in the games industry has also made a mess of...

Samsung & Google – Engineering disease pt II.

The Chinese and Apple benefit from continued intransigence. I continue to believe that the best interest of Samsung and Google would be served by Samsung...

Epic Games – Impeccable strategy.

Another strategic masterstroke from Epic Games. Epic Games is showing no signs of being surprised by Fortnite’s success and has made yet another brilliant move...

Huawei vs. Samsung – Brutal dependency.

There is no plan B for Huawei that will work. If Huawei receives the same treatment as ZTE (for the same infraction), then its handset...

Sharing economy – The agony of history.

The cautionary tale of bike sharing. The cautionary tale of the bike sharing companies should give the scooter companies pause for thought as I suspect...

Artificial Intelligence – Cognition conundrum

Deep Learning’s limitations laid bare. Work on analysing how deep learning neural networks work clearly shows that these systems have no real understanding of what...

Facebook – Smokescreen

Under the rhetoric, very little changes. While Zuckerberg’s manifesto (see here) implies that a huge overhaul is on the way, the reality is that very...