Google – Toothless in Europe pt. II.
EU fails to demand the one remedy that could make a difference. The EU has fined Google a record €4.34 ($5.03bn) for three practices that...
Essential – Price signal.
Yet another signal that the end is nigh. Its Amazon Prime day and one of the biggest discounts that are available is on the Essential...
Amazon – Whoops apocalypse
Networking industry is collateral damage. Amazon’s potential move into the networking space has very little to do with addressing a $14bn market and everything to...
Cable TV – Sword of Damocles pt. VI.
Emmy Nominations again signal the death of cable TV. The 2018 Emmy nominations (see here) are out and for the first time, it is one...
Magic Leap – The reality gap.
Magic Leap’s developer video reveals the chasm between promise and reality In its latest video (see here), Magic Leap has demonstrated some of the basic...
Apple – Psychotherapy.
Giannandrea needs to heal Siri’s split mind. • Apple has put John Giannandrea exactly where he belongs where, in my opinion, his first task will...
Microsoft – Office politics.
A device whose sole aim is to advance the adoption of Office. Microsoft has launched a new device in the Surface line called the Surface...
Amazon – Mad Man.
AI is the weakness in Amazon’s push to take on Google and Facebook. Amazon has made a habit of unsettling entire industries simply by announcing...
Mobike vs. Ofo – Proxy war
The returns from bike sharing will be made from the data. Now that Mobike has a strong backer, it is opening the spending spigot...
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.
Microsoft FQ4 18 – All enterprise