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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.

Facebook – Internet.cash.

Reply to this post           Connecting the next 4bn is about making money.  Facebook has entered the next stage of its...

Samsung Q2 16E – Galaxy cycle.

Reply to this post           A classic cycle will drive earnings for a few more quarters. Another solid set of numbers...

Android – Swiss cheese Pt II.

Reply to this post           More malware further underpins a proprietary future.  More Android based malware has come to light where...

Microsoft – Close call

Reply to this post           Microsoft needs 200m corporate upgrades to make its 1bn target  Microsoft is just over 1/3rd of...

Autonomous Autos – Fatal flaw

Reply to this post           First fatality underlines how long this is really going to take.  A fatal accident in Florida...

Spotify vs. Apple – Toe the line.

Reply to this post           I suspect Spotify will have to cave in.  Spotify is realising to its cost that competing...

Amazon – Proper practitioner? pt II.

Reply to this post           An experiment that might finally work.  Following Amazon’s painfully expensive experiment in distributing its ecosystem with...

LINE – Number trouble.

Reply to this post           I can’t get close to the IPO valuation. LINE has filed to go public in July...

Huawei – Rivers of blood. Pt II.

Reply to this post             Huawei’s software has a better chance in China.   Huawei is making the right initial...

Facebook & HTC – Collateral Damage. Pt II.

Reply to this post           Oculus is back on the HTC Vive, but it won’t save HTC. Oculus Rift apps are...