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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.

Q3 Results – Rotten start

          Q3 reporting got underway last night with both bellwethers IBM and Intel reporting Q3 results. Both sets of results were...

Android – Critical weakness

          Without a shadow of doubt, Android dominates the unit volume statistics but in order to have real long-term value to...

Apple and TSMC – Forgotten reality

          It is no secret that Apple is thinking of moving its chip manufacturing from Samsung to TSMC, but while everyone...

HPQ / Dell – Developmental defect.

          Share prices, sentiment and outlook for both HPQ and Dell have crashed recently as confidence that Windows 8 will drive...

Ecosystems II – The wrong tree

          Eric Schmidt (Chairman Google) made an appearance at the AllThingsD conference and completely dissed Microsoft as a potential competitor in...

Apple – All right on the night.

          Expectations were high for the iPhone 5 launch and if Apple had had the devices on hand, it probably would...

ARM vs. Intel – No silver bullet.

          It is no secret that ARM is looking to replace Intel x86 chips wherever it can. In mobile this has...

Tablets – Terror at the bottom

          Between them, Apple and Amazon have defined the tablet market with two completely different business models. Apple sells the content...

IPR – The weakness of essential (part II).

          Apple and Samsung have been at it hammer and tongs and the war shows no sign of abating but Apple’s...

Jolla Ltd – Salvage crew.

          Whatever one says about the ex-Nokia crew who are salvaging the Meego operating system from shipwreck under Nokia’s captaincy, they...