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Microsoft Q3 – Groundwork

          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 – 2 for 2

          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...

Apple Q2E – Pushmi-pullyu

          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)....

Wearables – Out of fuel.

          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 – Under the rug

          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 vs. Qualcomm – Black magic

          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...

Blackberry – No prisoners

          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...

Apple iOS 8 – No silver bullet

          iOS 8 is not going to solve the long term services problem. Apple’s hardware and its ecosystem are world leading but both of them are...

Samsung and HTC – Chalk and cheese

          Samsung is about growth. HTC is about survival Both Samsung and HTC have reported preliminary results and neither are very encouraging. Samsung Samsung preliminary Q1...

Android TV – Into the mix.

          The cable companies and the console makers have the advantage. Not to be outdone by Amazon, Google is also having another stab at TV with...