Google – King of data
Google looks increasingly mature from here. The key to monetisation of the internet is user data and Google has this...
Apple – Maps and screens
There is no point in acquiring Tom Tom. The wires have been alive for the last few days with the...
GOOG and MSFT – Dog days
Google and Microsoft both had a difficult night. Google Google reported results that missed expectations as price erosion hit revenues...
Nokia Q2 – Hit and miss
Light Q2 sets up potential for a bounce in Q3. Nokia missed revenue expectations but profitability improved to allow profits...
Dell – Game of Chicken.
Shareholders are playing a dangerous game in trying to force a higher price. Today is the day when shareholders must...
Yahoo! Q2 – The long haul.
Yahoo! has a lot going for it but it will be some time before it shows in the numbers. Yahoo! reported Q2...
Baidu – Long road ahead.
The acquisition of 91 Wireless is just one of a series of acquisitions that must happen. Baidu has announced that...
Privacy – Same boat.
Microsoft has taken the most heat from the latest revelations but it looks like everyone is in the same boat....
Microsoft – Leopard spots.
Microsoft can talk the talk but can it change its spots? Microsoft’s reorganisation and new strategy says everything that is...
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.
Apple Q3 – Middle Age Spread.