Browsing Category

Eco-systems

Indian e-commerce – Play defence.

Reply to this post           I don’t think that India is Walmart’s priority. Walmart’s agreement to take a controlling stake in Flipkart has all the hallmarks...

Google i/o – The meh factor.

Reply to this post           A rather subdued affair. Android P offered up such marginal improvements that Google was forced to rely on previews of long-term...

Microsoft Build 2018 – Enterprise brain.

Reply to this post           Comfortably ahead of Amazon AWS and Alicloud Microsoft announced incremental improvements to its best in class offerings for enterprises and knowledge...

Alibaba FQ4 18 – Juggernaut momentum

Reply to this post           Another excellent year ahead. Alibaba reported excellent FQ4 18 results and guided very strongly for the year to come as its...

Xiaomi IPO – Foot shot pt. II.

Reply to this post           Prospectus yields valuation of $33.3bn. Being as optimistic as I dare, I can only value Xiaomi at $33.3bn, one third of...

Apple & Facebook – FQ1 Results & F8.

Reply to this post           Apple FQ1 – Privacy safe house. Apple reported good FQ2 results where the star of the show was software and services...

Fitbit – Sold out.

Reply to this post           Google alliance shutters ecosystem aspirations. With one stroke of the pen, Fitbit has most likely consigned itself to becoming yet another...

Xiaomi – Foot shot.

Reply to this post           Profitability limit is a shot in the foot. Voluntarily limiting one’s ability to make money for shareholders is not the wisest...

Facebook Q1 18 – Eye of the storm

Reply to this post           There is worse to come. Facebook reported excellent Q1 18 results, but in my opinion, has yet to experience the impact...

Electric Autos – Long life

Reply to this post           Long life may not bring prosperity. Data being gathered on Tesla’s battery performance is pointing to a range of 500,000 miles...