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Devices

Sony – Free gift

Reply to this post           Sony is gifting Microsoft a big opportunity. Sony does not seem to have learned from the destruction of its personal music...

Xiaomi – Foot shot pt. III.

Reply to this post           A valuation richer than Alibaba makes no sense. Investment banks involved in Xiaomi’s IPO have released their valuations and while they...

Google – Toothless in Europe.

Reply to this post           EU’s biggest impact could be in Africa. It looks like Google is about to receive a record breaking fine, but the...

Sharing economy – bikes, e-bikes & scooters

Reply to this post           Make money not headlines. Not to be outdone by the bike sharing craze in China, Silicon Valley is jumping on the...

Apple WWDC 2018 – Maintenance mode

Reply to this post           Moving into maintenance mode. Apple’s latest platform releases focus more on keeping users and driving stickiness than they do about encouraging...

Essential Products Inc. – An essential sale

Reply to this post           The wheels appear to have fallen off. Andy Rubin’s Essential Products Inc. is up for sale almost certainly because of a...

Samsung & Google – Engineering disease

Reply to this post           Intransigence helps Apple and the Chinese. Google and Samsung both have a bad case of engineering disease that prevents them from...

Sony – Old chestnut

Reply to this post           Old chestnut software problem is back. Sony is intending to change its stars by moving away from hardware towards content and...

Smart speakers – Pregnant pause

Reply to this post           Pause while products improve. Google is catching up with Amazon in the smart speaker race, but there are signs that growth...

Xiaomi IPO – Foot shot pt. II.

Reply to this post           Prospectus yields valuation of $33.3bn. Being as optimistic as I dare, I can only value Xiaomi at $33.3bn, one third of...