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...
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...
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.
Alphabet – Competition conundrum