BlackBerry – Counting beans
Going private at $4.7bn is the absolute best case. The bean counters are out in force, and with Fairfax’s deadline...
Nokia World – Good News. Bad News
I expect a good launch event, with one glaring exception. Nokia is holding its annual Nokia World event in Abu...
Amazon and HTC – Full circle
HTC started life as an ODM. That’s where it could end. Amazon has been in the tablet market for some...
Yahoo! Q3 – The waiting game
Alibaba is flying. Core business is waiting. Yahoo! reported reasonable Q3 results which where more driven by events at Alibaba...
Broadcast TV – Sword of Damocles
If broadcast TV is smart, it will do a deal with Netflix. Netflix is on a similar path that Google,...
Microsoft – Hope springs external
Microsoft’s new CEO must be an outsider. I do not envy John Thompson. The fate of one of the worlds...
iPhone 5c – Loadsa Phones
The iPhone 5c is performing far below expectations. Apple has been keeping it quiet but it is patently clear that...
PC makers and Microsoft – Conflict Surfaces
Microsoft’s relationship with its partners has never been worse. For the last 10 years when Microsoft’s has dabbled in hardware,...
Samsung Round – Pointless can sell
It is pointless but that does not matter. Samsung has finally launched a curved display device. It is the Samsung...
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.
Google Q3 – Strength to strength