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Devices

Sony Q2 16A – Glorious isolation

Reply to this post           Short-term progress at the expense of the long-term. . Sony reported Q2 15A results that beat expectations but I think that...

Samsung Q3 15A – Coming of age.

Reply to this post           Samsung is starting to look more like a mature, grown up company. Samsung reported reasonable Q3 15A results as the semiconductor...

AAPL, TWTR, BABA – Mixed Bag

Reply to this post           Apple in line, Twitter miss and Alibaba beat. Apple reported a steady quarter while Twitter’s problems remain unresolved and Alibaba used...

Intel Q3 15A – Sober tone.

Reply to this post           Intel has still not weaned itself off PCs and data centres. Intel reported reasonable Q3 15A results as the data centre,...

Dell PCs – On the block.

Reply to this post           Taking on Dell’s PCs is an exciting but risky proposition. While all the focus is on Dell’s proposed purchase of EMC,...

Samsung Q3 15A – King of commodities

Reply to this post           Attention can now turn to doing what it is best at. Samsung finally reported some growth as the weak KRW and...

Microsoft – Homage to legacy.

Reply to this post           Microsoft pays homage to legacy rather than reinventing a category. The Surface Book is a triumph of engineering but I still...

Amazon – Sledgehammer

Reply to this post           Amazon’s embargo on Apple and Google is self-defeating. Amazon’s latest move further highlights that it has still not yet really understood...

Google – Flashbangs

Reply to this post           Product launches make noise but change very little. Google updated its Nexus devices at an event held yesterday with two new...

BlackBerry Q2 16A – The cold light of day

Reply to this post           While hardware exists, there is downside. Even assuming a successful acquisition of Good Technology, it is very difficult to see any...