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RICHARD WINDSOR

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RICHARD WINDSOR

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.

Viber / Rakuten – History lesson

          This deal looks eerily similar to Ebay’s unsuccessful purchase of Skype in 2005. Rakuten, The Japanese B2C and B2B2C e-commerce...

Tizen – Noise without substance

          The latest news from Tizen is unlikely to change anything. Despite its leading supporter shelving its plans to launch devices,...

Lenovo Q3 – Narrow squeak.

          Lenovo can absorb Motorola and just avoid red ink Lenovo will be skating on very thin ice when it absorbs...

HTC – No respite.

          HTC has lost its edge and there is no sign of its return. From its financial forecasts to the leaked...

Blackberry – Brutal Maths.

          Another round of bean counting reveals a dire outlook. The rotating doors are still turning as the old guard exits...

Nintendo – The thin red line.

          The 3DS gives Nintendo some time but it must act now. Given, its awful performance to date, Nintendo’s results surprised...

LinkedIn Q4 – The ecosystem issue.

          The narrow focus of some ecosystem plays is starting to hurt. First there was Twitter, now there is Linked-in. Linked-in...

Twitter Q4 – House of cards.

          When so much is pinned on the future, the tiniest wobble is catastrophic. Twitter reported great maiden results but the...

Sony – Dare to be different.

          Sony must still control the experience on PCs if it sells. While all the attention is on Microsoft, it appears...

Microsoft – Myopic Machinations

          The opportunity is at risk from taking the easy option. The naming of Satya Nadella as the next CEO could...