Microsoft and Amazon – 2 for 2
Microsoft and Amazon both had good nights on Thursday. Amazon posted fantastic sales but lousy profitability while Microsoft was bailed...
Vertical industry – Monkey business
Qualcomm and MediaTek have at least one hurrah left. In the latest twist, Samsung and Corning have tidied up the...
Apple – Home protection
Apple’s launches will keep share, nothing more. Apple stayed within the boundaries of the rumour machine yesterday in refreshing its...
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...
Google Q3 – Strength to strength
Good results mask corporate governance shortcomings. Google reported good Q3 results as market share inched up and its new ways...
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,...
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.
Instant Messaging – The realm of conjecture