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Devices

Wearables – Wrong direction

Reply to this post           Precipitous decline underscores the problem.  It looks like demand for smartwatches has precipitously declined in Q2 16A, taking the overall outlook...

Huawei vs Samsung – Rivers of blood Pt III

Reply to this post           Huawei flat-line passes advantage to Samsung.  The first indications for the smartphone market in Q2 16A are pointing a loss of...

Softbank & ARM – We’ll be back!

Reply to this post           I think ARM could return to the market in 5 to 10 years.  SoftBank and ARM have announced that SoftBank will...

Apple – Replacement problem.

Reply to this post           The iPhone 6 is so good; it does not need replacing.  The summer season of speculation, rumour and leaks of what...

YunOS – Cloudy days.

Reply to this post           YunOS has volume but engagement is less certain. To make a real splash, YunOS needs to carry Alibaba’s Digital Life services,...

Facebook – Internet.cash.

Reply to this post           Connecting the next 4bn is about making money.  Facebook has entered the next stage of its strategy to connect the next...

Samsung Q2 16E – Galaxy cycle.

Reply to this post           A classic cycle will drive earnings for a few more quarters. Another solid set of numbers point to a nice confluence...

Microsoft – Close call

Reply to this post           Microsoft needs 200m corporate upgrades to make its 1bn target  Microsoft is just over 1/3rd of the way to its goal...

Autonomous Autos – Fatal flaw

Reply to this post           First fatality underlines how long this is really going to take.  A fatal accident in Florida involving a Tesla Model S...

Facebook & HTC – Collateral Damage. Pt II.

Reply to this post           Oculus is back on the HTC Vive, but it won’t save HTC. Oculus Rift apps are once again running on the...