Microsoft FQ4 16A – Finnish with a flourish
Reply to this post Good results restore optimism in strategy Microsoft reported good FQ4 16A results supported by signs of...
Yahoo Q2 16A – Slough of despond
Reply to this post Another quarter marred by more of same. Yahoo reported another dismal quarter where it badly underperformed...
Softbank & ARM – We’ll be back!
Reply to this post I think ARM could return to the market in 5 to 10 years. SoftBank and ARM...
Nintendo – Poke in the eye.
Reply to this post Apple and Google are the real & investible beneficiaries of Pokemon Go. Pokemon Go has nearly...
Alphabet – Competition conundrum
Reply to this post Google’s growth depends on how well it defends itself to the EU. Google has a very...
Apple – Replacement problem.
Reply to this post The iPhone 6 is so good; it does not need replacing. The summer season of speculation,...
Alibaba – Bargain hunting.
Reply to this post Patience pays off for Alibaba in the hunt for an app store. Alibaba has announced...
YunOS – Cloudy days.
Reply to this post YunOS has volume but engagement is less certain. To make a real splash, YunOS needs to...
Facebook – Internet.cash.
Reply to this post Connecting the next 4bn is about making money. Facebook has entered the next stage of its...
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.
Huawei vs Samsung – Rivers of blood Pt III