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Devices

HTC – No respite.

          HTC has lost its edge and there is no sign of its return. From its financial forecasts to the leaked products it is due to...

Blackberry – Brutal Maths.

          Another round of bean counting reveals a dire outlook. The rotating doors are still turning as the old guard exits to be replaced with John...

Nintendo – The thin red line.

          The 3DS gives Nintendo some time but it must act now. Given, its awful performance to date, Nintendo’s results surprised me but they do nothing...

Sony – Dare to be different.

          Sony must still control the experience on PCs if it sells. While all the attention is on Microsoft, it appears that Sony is looking to...

Microsoft – Myopic Machinations

          The opportunity is at risk from taking the easy option. The naming of Satya Nadella as the next CEO could cause some wild gyrations in...

Google Lenovo – The bigger picture.

          Google is taking big steps to bring Android to maturity. Selling Motorola Mobility is a further step by Google to mature its ecosystem from the...

Apple Q2 – Service with a smile.

          Services are what really matters for long term profitability. Apple reported disappointing Q2 results as it missed iPhone shipments which cast a pall over the...

Samsung – Home on the range.

          The value is there but Samsung is driven by earnings. Samsung’s Q4 was in line with estimates but I am getting increasingly concerned with its...

Microsoft Q2– The Good and the Bad

          Software looks strong but Nokia smartphones had a shocker. While Microsoft reported excellent results, the Nokia smartphone business looks to have suffered badly.   The...

Nintendo – Nadir of fortunes

          There is worse to come for Nintendo. Nintendo issued a horrible profit warning on Friday and held a sanguine press conference but there is still...