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...
Google – All about control
Reply to this post Google is trying to stop others from writing Android code. I think that Google’s latest blogs...
Facebook Q3 15A – Hidden dip
Reply to this post I see a correction before Facebook fulfils its real potential. Facebook reported excellent Q3 15A results...
Apple – Cycle economics
Reply to this post The end of the iPhone 6 product cycle is normal and expected. It is starting to...
Xiaomi – African safari
Reply to this post Africa should help volumes but not margins. Moving into Africa might help Xiaomi’s volume shipments but...
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.
Microsoft & Google – Developer dilemma.