Nokia / Microsoft – Course change
Smartphone margins are likely to imminently collapse. Rationale, the deal structure and recent actions all suggest that a substantial increase...
Smart Watch II – Qualcomm?
Qualcomm’s Toq is a reference design that was fun to build. It would seem that Qualcomm is moving into...
Samsung – Slippery Mud.
The Galaxy Gear is unlikely to stick. Samsung is looking for other avenues of growth and in that vein...
IFA 2013 – A big event once again
IFA owes its new found importance to its timing. The IFA trade show kicks off tomorrow in Berlin and...
Nokia and Microsoft – End of days?
Nokia shareholders are the big winners. Nokia and Microsoft have announced that Nokia will sell its Device and Services...
Gone to the desert – Back Sept 2nd
Gone to the desert – Back Sept 2nd
HPQ Q3 – Home to roost
The fundamental flaw in HPQ is laid bare. Things have been looking better at HPQ in terms of corporate governance...
Firefox OS – Cheap is cheerful
It’s a sell-out but for the wrong reason. The first version of the Firefox OS device, “The Open” by ZTE,...
Nokia – Big fish. Small pond
WP is still a small pond but it has potential. The latest data indicates that Nokia is making progress in...
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.
Dell – As good as it gets