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Eco-systems

Microsoft – Wood for the trees.

Reply to this post           Microsoft is so focused on the future that it misses the opportunity in the present.  Microsoft has moved even further away...

Apple FQ4 16A – Margin gadfly

Reply to this post           Margin pressure from product mix is not a problem.  Apple reported results that broadly met expectations although slight weakness in profitability...

Wearables – Deadly drift.

Reply to this post           Still, no one knows why they should buy one.  Apple Watch 2 has failed to revive the flagging smartwatch market in...

LeEco – Priced to go.

Reply to this post           LeEco’s real disruption is price.  LeEco launched its assault upon the US market with a glitzy but confusing press event where...

Google – Brain distribution pt. II.

Reply to this post           Samsung presents Google with a unique opportunity  The combination of more than 10m potential buyers and surprisingly good reviews coming in...

Facebook – The dunce.

Reply to this post           AI is emerging as a major weakness for Facebook.  There are signs that Facebook is really struggling with automation as it...

Amazon Music – Table stakes.

Reply to this post           40m tracks and a search box does not a service make.  Amazon has plugged an obvious hole in its push to...

Samsung – Kitchen sink.

Reply to this post           Samsung kitchen sinks the note 7 with a massive $5.4bn hit to profit. The note 7 disaster is going to cost...

Google – Pilgrim’s progress.

Reply to this post           Google advances further towards full control of Android. It appears that mobile operators ranging the Pixel and Pixel XL will not...

Yahoo – Irrelevant pandemonium.

Reply to this post           The mess of the Verizon sale is almost irrelevant when valuing Yahoo. It is becoming clear that Yahoo got such a...