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Eco-systems

Google & Microsoft – Worlds apart

Reply to this post           Google and Microsoft go their separate ways. With every quarter that passes, Google and Microsoft move further and further apart to...

Didi & OEMs– Bikes to cars

Reply to this post           Data will be the key to differentiation. If Didi does to automobiles what it has done to bikes, then the outlook...

Snap Q4 17 – Free parking

Reply to this post           Snap’s problems parked for 9 months. Snap has finally managed to reap the benefits of its efforts to turn around the...

Autonomous Autos – Dark horses.

Reply to this post           Waymo’s lead shrinks to 5 to 1. Analysis of autonomous testing data submitted to the California DMV for 2017, reveals that...

Corporate governance – Caveat emptor.

Reply to this post           HKSE sells out investors. In a bid not to repeat the ignominious loss of the Alibaba IPO to NYSE, the Hong...

Apple & Amazon – Mixed bag.

Reply to this post           Plusses and minuses in both reports. Apple FQ1 18 – relief rally Apple reported good results where a 14.5% increase in...

Microsoft & Facebook – 2 good runs.

Reply to this post           2 good runs could come to an end in 2018. Microsoft FQ2 18. Microsoft reported good FQ2 18 results, but the...

Apple – Fluff ‘n’ stuff.

Reply to this post           Fluffy sentiment has nothing to do with the company. The weakness in Apple’s share price and the souring of sentiment around...

Apple – Battle for the smart home pt. VI

Reply to this post           HomePod delays have cost it dearly. The HomePod has only one advantage in a market that is rapidly becoming all about...

India e-commerce – Last man standing

Reply to this post           Flipkart looks close to keeping Amazon out. Jasper Infotech which owns online marketplace Snapdeal has reported dreadful revenue performance that almost...