Spotify – Patience pays.
Reply to this post I think shareholders will see more value by being patient. Spotify is closing in on finally...
Amazon vs. Google – Homefront pt. II.
Reply to this post Amazon is pre-emptively moving to keep Google out. Amazon is pulling out all of the stops...
Yahoo – Earned asset
Reply to this post This time Marissa has really earned her payoff. Following the sale of the Yahoo core business...
Intel – Auto ambition
Reply to this post Intel must break out of the mould that success has cast for it. The acquisition of...
Autonomous autos – One of two.
Reply to this post Regulations ease but liability remains. There are signs that the regulatory environment for autonomous driving is...
Intel vs. ARM – Juicy target.
Reply to this post Intel’s 60%+ gross margins are a juicy target. To date, Intel has been able to brush...
Android Security – Swiss cheese pt. V.
Reply to this post Leaks look dated but still push Google towards proprietary Android. Even if Google could quickly fix...
Enterprise AI – IBM and Salesforce
Reply to this post Microsoft to Facebook could be what IBM is to Salesforce. Salesforce and IBM have announced a...
Smart Home – Back to front.
Reply to this post Apple is losing badly despite offering the best user experience. Apple has redesigned its HomeKit website...
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.
LeEco – Electric millstone.