Oracle vs. Google – The Merry-go-round.
Reply to this post I think Google will end up paying less than $1bn. Google and Oracle are at it...
HTC Q1 16A – Family silver.
Reply to this post HTC is selling the family silver to stay alive. HTC reported dreadful Q1 16A results as...
GoPro – Needs a hero pt II.
Reply to this post I think GoPro will end up being acquired. The difference between Fitbit and GoPro is that...
Alibaba FQ4 15A – Ecosystem investor
Reply to this post E-commerce powerhouse fuels ecosystem investments. Alibaba reported good FQ4 15A results but sent the clear message...
Fitbit Q1 16A – Forced hand.
Reply to this post Fitbit is being forced to spend to stay ahead. Fitbit reported good Q1 16A results but...
Autonomous Auto – Men and dogs
Reply to this post I see a shake out with only a handful surviving. Just as in 2011 when every...
Android Security – Culture vulture
Reply to this post Security issues highlight more pressing problems. Google is trying hard to fix the endemic security issues...
Smartphones – The second derivative.
Reply to this post Gap between ecosystem and hardware to increase this year. As the slowdown in the smartphone market...
Amazon / Baidu Results – Away from home.
Reply to this post Both companies being driven by new businesses. Amazon Q1 16A. Amazon reported mighty results as Amazon...
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.
Palantir – Success victim.