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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.

Microsoft BUILD – The right choices.

Reply to this post           Enterprise remains the focus. At Microsoft’s developer conference, it continued to emphasise its move away from...

Snap Inc. – Price of opposition.

Reply to this post           Twitter is in a better position. A poor set of maiden results highlights that Twitter is...

Amazon – Show and tell.

Reply to this post           Screens help to alleviate digital assistants’ stupidity. I think that the Echo Show is more about...

Alibaba – US breakthrough.

Reply to this post           Deal with First Data changes the US game. Alipay has struck a deal with First Data...

Google vs Amazon – Battle of the home.

Reply to this post           The time for Google to move is now. Amazon is far from standing still in its...

Microsoft – S for school.

Reply to this post           Windows 10 S great for schools but not for the Surface Laptop.   For the education...

Facebook Q1 17 – Sleeping policeman

Reply to this post           Facebook’s growth story hits a temporary bump for 2017. Facebook reported good results but once again...

Apple FQ2 17– New normal

Reply to this post           These days, Apple looks like an industrial.  Apple reported reasonable results and in increasing both the...

Wearables – Holding pattern

Reply to this post           Wearables are sitting in a holding pattern.  Amazon, eBay and Google (Maps) have ceased supporting their...

Apple vs. Qualcomm – Proxy war

Reply to this post           Apple’s intransigence plays into Qualcomm’s hands.  Qualcomm has been forced to adjust its guidance for the...