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Devices

Sony Q2 – Big Black Shiner

          One black eye does not make a knock-out. Sony is paying the price for its ambition with an awful set of results. Sony reported Q2...

BlackBerry BBM – Last hurrah?

          A big bump up but still a long way to go. BlackBerry has gained 20m BBM subscribers in the last week after making the service...

Apple Q4 – New life needed

          Growth from here needs another segment. Apple reported good Q4 results but concerns around competition and profitability caused weakness in after-hours trading. Revenues / EPS...

Microsoft and Amazon – 2 for 2

          Microsoft and Amazon both had good nights on Thursday. Amazon posted fantastic sales but lousy profitability while Microsoft was bailed out by enterprise once again....

Vertical industry – Monkey business

          Qualcomm and MediaTek have at least one hurrah left. In the latest twist, Samsung and Corning have tidied up the shareholding around the j.v. Samsung...

Apple – Home protection

          Apple’s launches will keep share, nothing more. Apple stayed within the boundaries of the rumour machine yesterday in refreshing its line-up but not venturing anywhere...

BlackBerry – Counting beans

          Going private at $4.7bn is the absolute best case. The bean counters are out in force, and with Fairfax’s deadline approaching everyone is trying to...

Nokia World – Good News. Bad News

          I expect a good launch event, with one glaring exception. Nokia is holding its annual Nokia World event in Abu Dhabi this week. This is...

Amazon and HTC – Full circle

          HTC started life as an ODM. That’s where it could end. Amazon has been in the tablet market for some time and it is only...

iPhone 5c – Loadsa Phones

          The iPhone 5c is performing far below expectations. Apple has been keeping it quiet but it is patently clear that the iPhone 5c is simply...