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Devices

Wearables – Solution of nothing

          The market remains completely unready for wearables. Samsung was first to market with a smart watch but shipments of the Galaxy Gear have been pathetically...

BlackBerry – Hero to zero

          BlackBerry’s revenues per user are falling off a cliff. BlackBerry is doing everything it can to preserve its user base but in doing so is...

Jolla – Plain sailing

            Apps are now available but are they any good? The brave sailors at Jolla are about to start shipping their device and have managed...

Samsung – Love your investors

          More effort is needed if Samsung wants its multiple to expand. Samsung is clearly frustrated that its share price remains flat despite reporting excellent results...

BlackBerry – No rabbit

          I suspect that Fairfax has no rabbit to pull out of the hat. Close of US business is the deadline by which Fairfax must firm...

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...