Browsing Category

Devices

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...

Apple & Facebook – FQ1 Results & F8.

Reply to this post           Apple FQ1 – Privacy safe house. Apple reported good FQ2 results where the star of the show was software and services...

Fitbit – Sold out.

Reply to this post           Google alliance shutters ecosystem aspirations. With one stroke of the pen, Fitbit has most likely consigned itself to becoming yet another...

Xiaomi – Foot shot.

Reply to this post           Profitability limit is a shot in the foot. Voluntarily limiting one’s ability to make money for shareholders is not the wisest...

Electric Autos – Long life

Reply to this post           Long life may not bring prosperity. Data being gathered on Tesla’s battery performance is pointing to a range of 500,000 miles...

Google vs. Amazon – Battle for the smart home pt. IX

Reply to this post           LG starts the trend. LG is the first to execute on a trend that I have long predicted and one which...

ZTE – Software not silicon

Reply to this post ZTE could lose Google. I think that ZTE’s real problem from its 7-year ban on acquiring technology from US companies, will be its inability to ship...

Android security – Swiss cheese pt. VI.

Reply to this post Yet another glaring omission. Android’s already poor security takes another leg down as it transpires that many Android handset makers are not applying security patches although...

Byton – Interesting optics.

Reply to this post Byton may not need to make vehicles long-term. Of the high number of EV start-ups all rushing to the market for electric vehicles on Tesla’s coat...