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Devices

BlackBerry – Commodities trader

          BlackBerry now looks stable but commoditising fast Blackberry held an event in San Francisco where it unveiled the new version of its server product (BES12)...

Amazon Echo – No Eureka.

          Amazon Echo does nothing to address the big issues. As long as Echo is a great Bluetooth speaker it is unlikely to be nearly as...

Apple – The price of success

          Apple joins long-suffering Microsoft as a target for viruses. Apple has a difficult time ahead of it as I suspect that it is not best...

LG – Safety in low numbers

          LG trades margin upside for safety. LG has struck a patent deal with Google which looks to be almost exactly the same as the deal...

Xiaomi – Reality check

          There is very little left for investors at $45bn.  If Xiaomi can raise money at a valuation of $40bn-$50bn, this will be its greatest achievement...

Sony Q2 14A – Tough times

          The journey to ecosystem remains very hard. Sony reported a difficult set of results but there were no real surprises. Q2 14A Revenues / operating...

Microsoft – Band of brothers

          Microsoft’s Band is another shot at the ecosystem. The new Microsoft Band is not much to look at but if it is robust and works...

Samsung Q3 14A – Deer in the headlights

          Samsung does not seem to have any idea what to do. Samsung reported awful Q3 14A results as profitability in the handset business collapsed far...

Microsoft and Amazon – Chalk and Cheese

          Microsoft has the bit between its teeth while Amazon flounders. Microsoft and Amazon reported results on 23rd October leaving me in no doubt that a...

Apple Q4 14A – Beat and raise

          Apple on course for a superb quarter to the detriment of Samsung. Apple reported Q4 14A results that comfortably beat estimates and guided above consensus...