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Devices

Dell – As good as it gets

          Icahn’s surrender still leaves an uphill battle. Carl Icahn has given up his fight to take control and turn around Dell leaving the field clear...

Nokia / Microsoft – Course change

          Smartphone margins are likely to imminently collapse. Rationale, the deal structure and recent actions all suggest that a substantial increase in investment in the Windows...

Smart Watch II – Qualcomm?

          Qualcomm’s Toq is a reference design that was fun to build.    It would seem that Qualcomm is moving into the world of consumer devices...

Samsung – Slippery Mud.

          The Galaxy Gear is unlikely to stick.    Samsung is looking for other avenues of growth and in that vein I suspect that the Galaxy...

IFA 2013 – A big event once again

          IFA owes its new found importance to its timing.    The IFA trade show kicks off tomorrow in Berlin and its timing right before Apple’s...

Nokia and Microsoft – End of days?

          Nokia shareholders are the big winners.   Nokia and Microsoft have announced that Nokia will sell its Device and Services to Microsoft for E5.44bn. Key...

HPQ Q3 – Home to roost

          The fundamental flaw in HPQ is laid bare. Things have been looking better at HPQ in terms of corporate governance and cost control but Q3...

Firefox OS – Cheap is cheerful

          It’s a sell-out but for the wrong reason. The first version of the Firefox OS device, “The Open” by ZTE, appears to have sold out...

Nokia – Big fish. Small pond

          WP is still a small pond but it has potential. The latest data indicates that Nokia is making progress in smartphones. Its slow progress but...

LG – Glutton for punishment

          LG’s new tablet is likely to be a license to lose money. It appears that one disaster and the travails of almost all of its...