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Devices

Alphabet – Magic half

Reply to this post           Half a million is good but not enough.  Latest data from Wave 7 is implying that Google devices have done better...

LeEco – Le life line

Reply to this post           Small war chest means laser sharp strategy and execution needed.  Chinese real estate developer Sunac has pumped $2.2bn into LeEco to...

Essential Products Inc. – What’s essential?

Reply to this post           Something must-have has to come out of the bag at launch.  Essential Products Inc. is the latest in a long line...

Xiaomi – State of the nation

Reply to this post           Valuation lifted to $5bn but still 89% below last raise.  Xiaomi has supplied some details of its performance for 2016 but...

Sonos – Sounds of sameness pt. II

Reply to this post           I do not see the boldness required to save Sonos  Sonos has announced a change in leadership with its 14 year...

CES Day 1/2 – Winners and losers.

Reply to this post           Winners Amazon. In my mind, the star of CES 2017 is Amazon which is beginning to show signs of doing to...

CES Day 0 – Square one.

Reply to this post           IoT – everywhere and nowhere. With the press cycle already revved-up well before the official opening of CES, almost everything that...

RFM 2017 – Top 5.

Reply to this post           Artificial Intelligence.  AI is likely to be the most important theme in the technology sector this year. This is because AI...

China Ecosystems – All about vertical.

Reply to this post           Greater verticalisation looks like it is coming to China.  It looks like Qihoo is having another go at the smartphone market...

Samsung – Edge dancer.

Reply to this post           Samsung is left with very little on Android devices.  Following the disaster of the Galaxy Note 7, Samsung really needs the...