Google – Engineering disease
Many have derided Google for its mishap in releasing its Q3 results early but it seems to me that real...
$100 Tablet – lose lose
The notion of a tablet that costs $100 may sound exciting but those that rush out to purchase the device...
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...
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.
Technology Sector– Bottoms up?