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Eco-systems

Samsung Developer Conference – Communicator II

Samsung reinvents the Nokia Communicator but sadly, doubles down on Bixby. Samsung has shown (see here) the form factor within which it thinks that a folding screen will be most...

Facebook – The Dunce pt. III

AI so dumb, it accepts ads from ISIS. Despite its rhetoric regarding its progress in the fight against fake news, even the most obviously fake placements still seem to be...

iOS vs. Windows – Input and Office

Even the best can’t touch laptops The tablet market is dying and its failure to take over the laptop market means that it is likely to continue being squeezed and...

CES 2019 – Optimistic origami pt. II

If you fold it, will they come? With most major announcements now out of the way before CES 2019, the folding screen is positioning itself to be the biggest theme...

Apple FQ4 18 – Opacity rules

Apple signals the way ahead is less predictable. Apple reported excellent FQ4 18 results but guided weakly for FQ1 19 which combined with Apple putting an end to disclosing unit...

Apple vs. Android – The price of price.

Apple benefits but Android suffers. The result of huge increases in device prices is now being felt as data from the US indicates that iPhone users, in particular, are holding...

Facebook & Baidu – Tough times.

Reasonable numbers but tough outlook. Facebook Facebook reported reasonable results but I still don’t think that the market has fully appreciated the difficulty that the company is going to experience...

Faraday Future – The wrong man pt. II.

Red flags everywhere The saga of Faraday Future continues with further evidence of terrible financial management which serves to underpin my view that while Jia Yueting has control, the venture...

IBM & Red Hat – Picks and shovels.

IBM can now lay a claim to the cloud. IBM’s acquisition of Red Hat needs to go well because the $34bn that IBM is paying in cash will all end...

GOOG, AMZN & SNAP – 3 Black marks

AMZN & Snap struggle. GOOG is just fine. Performance relative to expectations drove the earnings of Amazon, Google and Facebook obscuring that at least in Alphabet’s case, the results themselves...