Microsoft – Trojan Horse
Apps for Android signal a real change in strategy. Microsoft Garage is a skunkworks inside Microsoft known for being a...
Yahoo! Q3 14A – Game of numbers
Yahoo! must focus on registered users to have any chance of growth. Yahoo! reported reasonable Q3 14A results but still...
Apple Q4 14A – Beat and raise
Apple on course for a superb quarter to the detriment of Samsung. Apple reported Q4 14A results that comfortably beat...
Samsung and Facebook – One chance
Samsung has one chance to avoid the fate of its predecessors. Samsung looks to be teetering on the edge of...
Google Q3 14A – Law of large numbers
Slowing growth does not make the shares unattractive. Google reported slightly disappointing results as growth from its core advertising business...
Apple vs Google – Spoiler war
Q4 14E will be the most competitive ever for devices. Apple’s accidental launch of the new iPad Air 2 and...
Intel Q314A – Waiting for Godot
Core M is the key to a laptop replacement cycle. Intel reported solid Q314A results as corporate PC demand continues...
Google – Chasing ghosts
Amazon is not the problem. Its Apple. Amazon is what keeps Eric Schmidt up at night but in reality what...
Tablets – The long goodnight
The latest releases from Apple are unlikely to reignite growth. The tablet market has been the fastest market to go...
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 and Amazon – Chalk and Cheese