All Posts By

RICHARD WINDSOR

  • Home
  • RICHARD WINDSOR

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.

RFM 2013 Top 5 – Part 5 – HPQ – Eggy visage

          Hewlett Packard will end up with even more egg on its face this year as I believe that it will...

RFM 2013 Top 5 – Part 4 – Apple vs. Samsung – Begrudged peace.

          2013 could see a final settlement between the two companies where Samsung would likely pay royalties to Apple. The legal...

RFM 2013 Top 5 – Part 3 – Android vulnerable

          Android begins to lose share to Microsoft. In terms of unit growth, the best is probably over for smartphones and...

RFM 2013 Top 5 – Part 2 – Samsung bendable displays

          Samsung consolidates its handset gains with bendable and foldable displays. In a commoditising market where Samsung has no ecosystem with...

RFM 2013 Top 5 – Part 1 – Mobile Integration

          Prediction 1: Integration of applications on mobile devices starts to affect user purchase decisions. When one looks at where the...

2013 – The RFM Top 5

          I see software and display technology having the greatest impact on an industry that’s in for another bumpy year. I...

Browser tracking – Private paradox.

          Anti-tracking spells trouble for internet economics but social networks should remain immune. User stubbornness over privacy threatens that which they...

IPR – The weakness of essential Part III

          The clipping of Samsung’s wings by the EU clearly shows the problems associated with prosecuting standard essential IPR. Samsung announced...

Apple vs. Samsung – Korea equalises.

          Finally, Samsung’s council has pulled its finger out, producing a result worthy of its reputation. It has all been downhill...