Browsing Category

Eco-systems

Snap Inc. – Price of opposition.

Reply to this post           Twitter is in a better position. A poor set of maiden results highlights that Twitter is actually in a better position...

Amazon – Show and tell.

Reply to this post           Screens help to alleviate digital assistants’ stupidity. I think that the Echo Show is more about addressing the shortcomings of voice...

Alibaba – US breakthrough.

Reply to this post           Deal with First Data changes the US game. Alipay has struck a deal with First Data Corp. that I think prepares...

Google vs Amazon – Battle of the home.

Reply to this post           The time for Google to move is now. Amazon is far from standing still in its battle to win the smart...

Microsoft – S for school.

Reply to this post           Windows 10 S great for schools but not for the Surface Laptop.   For the education of children, Windows 10 S...

Facebook Q1 17 – Sleeping policeman

Reply to this post           Facebook’s growth story hits a temporary bump for 2017. Facebook reported good results but once again tried to temper enthusiasm with...

Apple FQ2 17– New normal

Reply to this post           These days, Apple looks like an industrial.  Apple reported reasonable results and in increasing both the dividend and the share buy-back...

Wearables – Holding pattern

Reply to this post           Wearables are sitting in a holding pattern.  Amazon, eBay and Google (Maps) have ceased supporting their apps on the Apple Watch,...

MSFT / GOOG / AMZN – Law of large numbers.

Reply to this post           The big guys get bigger.  Microsoft Microsoft reported slightly disappointing results where the ageing Surface Pro line slightly marred another superb...

Yahoo – Fair fee.

Reply to this post           I don’t begrudge Marissa her 5% payoff. While it appears that Marissa Mayer is being paid $200m for years of failure,...