Adjusting view for error regarding wilful infringement. Yesterday’s note (see here) was incorrect in its statement that no finding of wilful infringement had been found...
Victory costs Apple most of the value of its IP. Apple has won a finding of infringement by some of Samsung’s products but has been...
The foundations of something better are being laid. Microsoft reported good results as cloud and corporate helped offset the ongoing weakness in PCs. Fiscal...
Apple and Facebook raise hopes after Google. Apple Apple reported good results as iPhones shipped in much better volumes than expected. The increased dividend and...
A beat is on the cards but guidance could be a hiccup. Apple reports Q2E results after the US close today. (Wednesday 23rd April 2014)....
Nike’s hardware exit is ominous for those that remain. The exit of Nike from its FuelBand product shows how difficult hardware can be and that...
Microsoft continues to hide its light under a bushel. The reviews of Windows Phone 8.1 are starting to come in and they are pretty positive...
Apple is likely to stay away from the black art of cellular radio. News articles and recent hires by Apple suggest that Apple may be...
Life without handsets will be little better than with. John Chen has finally admitted the possibility of failing to turn around Blackberry saying that the...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Microsoft / Nokia – Quick Win
Synergies will be pretty easy to achieve. With the Chinese finally signing off on the deal, Microsoft has finally managed to close its purchase of...