Browsing Category

Eco-systems

Cyanogen – Share of zero

Reply to this post           The best option is to sell itself to China.  There are further signs that Cyanogen is in trouble as it is...

Wearables – Wrong direction

Reply to this post           Precipitous decline underscores the problem.  It looks like demand for smartwatches has precipitously declined in Q2 16A, taking the overall outlook...

Huawei vs Samsung – Rivers of blood Pt III

Reply to this post           Huawei flat-line passes advantage to Samsung.  The first indications for the smartphone market in Q2 16A are pointing a loss of...

Microsoft FQ4 16A – Finnish with a flourish

Reply to this post           Good results restore optimism in strategy  Microsoft reported good FQ4 16A results supported by signs of stabilisation in PCs and excellent...

Yahoo Q2 16A – Slough of despond

Reply to this post           Another quarter marred by more of same.  Yahoo reported another dismal quarter where it badly underperformed both its peers, Google and...

Nintendo – Poke in the eye.

Reply to this post           Apple and Google are the real & investible beneficiaries of Pokemon Go.  Pokemon Go has nearly doubled Nintendo’s market capitalisation in...

Alphabet – Competition conundrum

Reply to this post           Google’s growth depends on how well it defends itself to the EU.  Google has a very serious problem with the EU...

Alibaba – Bargain hunting.

Reply to this post           Patience pays off for Alibaba in the hunt for an app store.   Alibaba has announced that it has agreed to...

YunOS – Cloudy days.

Reply to this post           YunOS has volume but engagement is less certain. To make a real splash, YunOS needs to carry Alibaba’s Digital Life services,...

Facebook – Internet.cash.

Reply to this post           Connecting the next 4bn is about making money.  Facebook has entered the next stage of its strategy to connect the next...