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Eco-systems

Android security – Swiss cheese pt. III

Reply to this post           Security is just another reason to close Android down.  Another vulnerability has emerged that exposes over 900m Android devices to the...

LeEco – Join the dots

Reply to this post           LeEco looks more like Samsung than Apple.  LeEco is rapidly assembling the pieces that it needs to create a global digital...

Google vs. Facebook – Almost the final frontier

Reply to this post           In India, Google and Facebook’s rivalry is clear.   India is one of the last remaining Internet wildernesses and in this...

Fitbit Q2 16A – Breathing space

Reply to this post           Fitbit has earned time to develop its ecosystem.  Fitbit reported good Q2 16A results as demand continues to be steady while...

Uber – Wheel re-invention.

Reply to this post           HERE offers much more for $500m.  I think that $500m would be much better spent in becoming a meaningful shareholder of...

Uber and Didi – There can be only one

Reply to this post           Uber exits China. Didi will become the one.    Hot on the heels of the legalization of ride hailing in China,...

Alphabet & Amazon – Two for two

Reply to this post           Alphabet and Amazon both have a good night.  Good Q2 16A results from Amazon and Google but a muted market reaction...

Facebook & Twitter – Black and white

Reply to this post           Facebook and Twitter going in opposite directions.  Facebook and Twitter report very different results, highlighting the gulf between the haves and...

Apple Q3 16A – High yield

Reply to this post           Apple as a bond is yielding 9.8%.  Apple reported better than expected Q3 16A results as the iPhone SE sold better...

Yahoo – Fire sale

Reply to this post           Long-term investors pay heavily in lost opportunity.   Only in the context of Yahoo’s awful execution over the last 4 years...