Apple vs. MCX part II – Crash course
MCX is likely to fail unless something changes. The combined power of Apple and the major credit card companies is...
Amazon Echo – No Eureka.
Amazon Echo does nothing to address the big issues. As long as Echo is a great Bluetooth speaker it is...
Microsoft – Digital work land grab
Microsoft moves to cement Office’s dominance. Microsoft is moving to tighten its grip on the Digital Work ecosystem before anyone...
Apple – The price of success
Apple joins long-suffering Microsoft as a target for viruses. Apple has a difficult time ahead of it as I suspect...
LG – Safety in low numbers
LG trades margin upside for safety. LG has struck a patent deal with Google which looks to be almost exactly...
Xiaomi – Reality check
There is very little left for investors at $45bn. If Xiaomi can raise money at a valuation of $40bn-$50bn, this...
Sony Q2 14A – Tough times
The journey to ecosystem remains very hard. Sony reported a difficult set of results but there were no real surprises....
Microsoft – Band of brothers
Microsoft’s Band is another shot at the ecosystem. The new Microsoft Band is not much to look at but if...
Samsung Q3 14A – Deer in the headlights
Samsung does not seem to have any idea what to do. Samsung reported awful Q3 14A results as profitability in...
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.
Twitter – Hopes and dreams