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...






Yahoo! – Purple rain