Tencent – Age of empires.
Reply to this post The WeChat empire spreads its wings. Not content with its dominance of the 3rd party app...
Huawei – Really Convincing Story, Not.
Reply to this post RCS unlikely to lift Huawei from its commodity margins. One has to give credit to Huawei...
Didi – In the saddle.
Reply to this post Didi can crush the bike sharing upstarts. In China where the bicycle is an integral part...
8K – Panel pains.
Reply to this post Nightmare on pixel street. With 4K panels now being in the mainstream, the technology discussion in...
Google – One armed bandit pt. III.
Reply to this post Google has very little chance in China. Google has made its first return to the Chinese...
Facebook – No altruism
Reply to this post Facebook’s move is about securing the long-term. Facebook’s move to put its users ahead of its...
CES Day 2 – Similar stories.
Reply to this post Google shows the most progress at CES. Apart from automobiles, the prevailing theme at CES is...
CES Day 1 – From hard to soft.
Reply to this post Samsung and GoPro suffer from software shortages. Samsung The best news for Samsung at CES was...
CES Day 0 – Car show
Reply to this post No Planes, no trains, only automobiles. By far the strongest theme at CES 2018 is the...
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 – S for school pt. II.