Microsoft – From Danger Comes Gold
Danger has been a superb acquisition for Microsoft. Microsoft’s acquisition of Danger (11th February 2008) has been described as a...
Yahoo! Q1 – Darker horse
Difficult results in display advertising mask the potential. Yahoo! reported disappointing results as display advertising continued to decline despite the...
Mobile Gaming – Return to roots
App based gaming remains the future of this critical segment. Say what you like about games but nearly one third...
Smart Watch – Which watch to watch
There are still too many reasons why this won’t work. Wearable technology is not a new idea; it is just...
Flexible Displays – The Lion’s Den
Flexible screens are Samsung’s patch, not Apple’s Apple Patent applications and job filings are an admission of what I...
iPhone – Screen Test
Apple needs to skip the iPhone 5S and go straight to the 6. To date, the iPhone has managed to...
Google and WhatsApp – Admission of weakness
Google’s interest in WhatsApp is a sign of weakness. WhatsApp has denied that it is in talks with...
HPQ – After a long winter
Dare I hope that Hewlett Packard is turning the corner?. Hewlett Packard’s response to the message sent by its...
Facebook – The right move
Home is the right strategy for Facebook to extend its reach. Facebook Home is a software skin that takes over...
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.
GOOG Q1 / MSFT Q3 – Have and Have not