Amazon – Ecosystem priced out.
While its sights remain firmly fixed on Netflix, the bigger opportunity will continue to slip through its fingers. Amazon’s decision...
Windows Phone – No hero in zero
A Windows Phone $0 license fee does not fix the bigger problem. It looks very much like Microsoft has done...
Apple vs. Samsung – The weakness of essential (Part VII)
Apple’s outrageous demand is damaging to its case. Apple’s latest demands for remedy against Samsung are outrageous but it is...
China Internet – Pie in the sky
M&A in Chinese Internet is being defined by the Digital Life pie. The Chinese market for fixed and mobile internet...
Microsoft vs. Sony – More than consoles
The console war goes much further than the living room. The initial momentum has gone to Sony but Microsoft is...
Android – The biggest issue
Fragmentation remains the single biggest issue facing Android. Google looks set to release support for Android on another subset of...
Sina Weibo – Fair deal
Sina Weibo is heading for an IPO at a fair price. Sina Weibo, the Chinese Twitter look alike, has broken...
Yahoo! – Essential move
Eliminating other sign ons is essential for recovery. Yahoo! has moved to remove booth Google and Facebook from its properties...
Microsoft / Sony – Going Live
Microsoft and Sony have a huge opportunity in mobile gaming. It looks as if Microsoft is intending to make...
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.
Facebook – Goodwill hunting.