Reply to this post Semiconductors remain the real engine of growth. Samsung reported good results and I think that it is both handsets and semiconductors...
Reply to this post Flexible displays are hard to make and mostly useless. The latest innovation around flexible screens has been announced by the Queen’s...
Reply to this post Volume and scale remains essential for Samsung. Samsung reported disappointing Q4 15A results where I think that most of the slowness...
Reply to this post Removing the headphone jack could hurt replacement sales. I am pretty certain that Apple is considering whether or not to remove...
Reply to this post JK Shin can leave with his head held high. Samsung has reshuffled management at its handset business in a move that...
Reply to this post Samsung is starting to look more like a mature, grown up company. Samsung reported reasonable Q3 15A results as the semiconductor...
Reply to this post Triple whammy benefit no longer held up by software? Intel finally has a credible challenger in the server market as Qualcomm...
Reply to this post Attention can now turn to doing what it is best at. Samsung finally reported some growth as the weak KRW and...
Reply to this post A modular device is far harder than it sounds. Google is continuing to struggle with Project Ara underlining the fact that...
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.
Alibaba FQ4 15A – Ecosystem investor
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...