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...
IPR – The weakness of essential
Samsung has been making moves in its attempt to riposte the potentially devastating effect of its recent trial loss but...
TV – A sign of things to come?
With Apple running roughshod over all and sundry in the mobile and tablet space one has to wonder what comes...
RIMM Q1 – Deceased feline?
RIMM reported better than expected Q1 results driving the shares up 20% but even a dead cat will...
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.
