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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.

Yahoo! – Purple rain

Reply to this post           Yahoo!’s assets and its few remaining loyal employees are bleeding purple. Yahoo! is still profitable but...

IPO Window – Unicorns and donkeys Pt II

Reply to this post           The best thing for Square would be to pull its IPO. The news that Square has...

Google – Google minus.

Reply to this post           Reddit and Twitter look like more realistic targets than Facebook. Google has announced a significant restructuring...

Facebook & Google – Fair weather friends.

Reply to this post           I think the new found friendship will be short lived. Facebook has been allowing Google to...

Microsoft & Google – Developer dilemma.

Reply to this post           There are good reasons why Microsoft has lost interest in Android. There are strong indications that...

Lenovo Q2 16A – Storm rider

Reply to this post           Lenovo is nicely weathering both the PC storm and its restructuring. Lenovo reported Q2 16A results...

Yahoo! – Admission of defeat

Reply to this post           Calling in McKinsey is very unlikely to help. Yahoo! has called in McKinsey to help it...

Network economy – Unicorns and donkeys

Reply to this post           I suspect many unicorns are actually donkeys in disguise. The unicorn is a mythical beast of...

Android Wear – Wearing thin Pt III

Reply to this post           Smartwatches and wearables remain in Limbo. Tag Heuer, Intel and Google have launched the Tag Heuer...

Activision Blizzard – Game on!

Reply to this post           Activision must integrate to do what King cannot. Activision’s acquisition of King has very little to...