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Devices

Microsoft – S for school.

Reply to this post           Windows 10 S great for schools but not for the Surface Laptop.   For the education of children, Windows 10 S...

Apple FQ2 17– New normal

Reply to this post           These days, Apple looks like an industrial.  Apple reported reasonable results and in increasing both the dividend and the share buy-back...

Wearables – Holding pattern

Reply to this post           Wearables are sitting in a holding pattern.  Amazon, eBay and Google (Maps) have ceased supporting their apps on the Apple Watch,...

Apple vs. Qualcomm – Proxy war

Reply to this post           Apple’s intransigence plays into Qualcomm’s hands.  Qualcomm has been forced to adjust its guidance for the coming quarter after being informed...

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...

Juicero – Cautionary tale.

Reply to this post           A cautionary tale for budding entrepreneurs. While Juicero is no Theranos, it has got itself into a life-threatening mess that I...

Microsoft – An Office education.

Reply to this post           Office in education sets up the future. While the education segment is still relatively small when it comes to computing, the...

Google – From Russia with love pt. III

Reply to this post           Google escapes to fight another day. Google has settled its dispute with the Russian regulator but I suspect that Google has...

Samsung – Fall before the first

Reply to this post           Bixby falls even before its first hurdle. Samsung’s delay in the roll-out of Bixby is a strong indication of just how...

Xiaomi – No favours

Reply to this post           Xiaomi’s ecosystem remains its biggest weakness. Comparing itself to Costco helps Xiaomi’s valuation somewhat but does no favours when it comes...