Qualcomm & Samsung – Hot silicon
Overheating very unlikely to be a Qualcomm design flaw. There is enough noise in the market to make it likely...
Google – Control freak.
Google’s move to be an MVNO is all about control. It looks very likely that Google will launch its own...
Microsoft – The price is right.
Free upgrade is excellent news for the Microsoft ecosystem. Microsoft’s ambition to become an ecosystem company have crystalised further as...
HP – The eggs have landed.
HP loses more face over Autonomy. The end of the criminal investigation into HP’s allegations of fraud at Autonomy leaves...
Xiaomi – Circumnavigation.
Xiaomi must have exclusive services to succeed. Xiaomi is following in the footsteps of its rivals in building an ecosystem...
BlackBerry – Roller-coaster.
There is no reason why Samsung would want BlackBerry. BlackBerry has had a wild couple of days as rumours surfaced...
Samsung Tizen – Ducks and Chickens.
Duck in danger becomes chicken and egg. Samsung has at last launched a handset based on Tizen’s software. The device...
Lenovo – Cash Call
Lenovo offers far more value than Xiaomi. Following the acquisition of Motorola Mobility from Google, it looks very much as...
Enterprise Ecosystem – Pole position
Office 365 is reaping the rewards of change. Microsoft’s change in attitude towards Office software is starting to reap real...
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 Q2 15A – Honeymoon ending.