Reply to this post Intel’s 60%+ gross margins are a juicy target. To date, Intel has been able to brush aside any threat to its...
Reply to this post Last time it was software. This time its emulators Qualcomm and Microsoft have announced that Windows is once again coming to...
Reply to this post Motorola is the only one with a chance of succeeding with modularity. Lenovo’s Motorola is increasing its commitment to its modular...
Reply to this post There are no Greeks hiding in the wooden horse of Harman. Samsung’s acquisition of Harman is about increasing its penetration of...
Reply to this post Samsung kitchen sinks the note 7 with a massive $5.4bn hit to profit. The note 7 disaster is going to cost...
Reply to this post A fast and efficient recall results in no lasting harm. Samsung has taken the prudent decision to recall the Galaxy Note...
Reply to this post Flexible screens back for another press cycle. With the success of the Samsung Galaxy Edge, it looks like Samsung is...
Reply to this post Different game but the rules stay the same. Google has scaled back the ambitious objectives of Project Ara (see here) to...
Reply to this post E-commerce powerhouse fuels ecosystem investments. Alibaba reported good FQ4 15A results but sent the clear message that would be ramping up...
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.
Samsung Q1 17 – Roaring 40s
Reply to this post Semis is a powerhouse with growth and margins in the 40s. Samsung reported a superb set of results driven largely...