Twitter Q4 2020 – User issues. Twitter reported good Q4 2020 results, but it has run out of road when it comes to user metrics. Q4 2020 revenues / EPS...
Intel throws down the gauntlet. Intel has put up a comparison of its latest chip against the M1 that it says tells a very different story but the tests are...
More about infrastructure than digital vehicle services. Ford has struck a far-reaching deal with Google that encompasses far more than just the software and services in the vehicle cockpit which...
The pilgrims are still far away from the holy land. Much is being made for the potential for the Galaxy Watch 4 and the Apple Watch 7 to measure blood...
This is Intel’s make or break moment. Intel’s determination to return to manufacturing supremacy is existential because if Geisinger fails, the vultures will break-up the company and sell off the...
Intel Q4 2020 – The hard road. Intel reported good results and guidance but the new CEO’s commitment to manufacturing sent skittish investors running for the hills. Q4 2020 revenues...
Arm & NVIDIA. The risk of China causing a problem for NVIDIA’s acquisition of Arm is increasing as the dispute between SoftBank and Arm China’s CEO, Allen Wu shows no...
Xiaomi blacklist stretches logic. Xiaomi’s blacklisting looks more like an outgoing administration leaving stumbling blocks for the next inhabitant rather than a rational move to contain the rise of China....
Bad for Apple but good for almost everybody else. The colossal price being paid by Qualcomm in combination with the legal tussle between Apple and its former employees that founded...
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.
8K – The steepening slope
8K pricing seems to be falling off a cliff. If CES and Samsung are anything to go by, the 8K product cycle looks set to be a financial disaster as...