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Eco-systems

Lenovo Q2 16A – Storm rider

Reply to this post           Lenovo is nicely weathering both the PC storm and its restructuring. Lenovo reported Q2 16A results that beat expectations but still...

Yahoo! – Admission of defeat

Reply to this post           Calling in McKinsey is very unlikely to help. Yahoo! has called in McKinsey to help it with its strategy but I...

Network economy – Unicorns and donkeys

Reply to this post           I suspect many unicorns are actually donkeys in disguise. The unicorn is a mythical beast of extreme beauty and rarity but...

Android Wear – Wearing thin Pt III

Reply to this post           Smartwatches and wearables remain in Limbo. Tag Heuer, Intel and Google have launched the Tag Heuer Connected smartwatch at an event...

Activision Blizzard – Game on!

Reply to this post           Activision must integrate to do what King cannot. Activision’s acquisition of King has very little to do with Candy Crush and...

Google – All about control

Reply to this post           Google is trying to stop others from writing Android code. I think that Google’s latest blogs and changes to some of...

Facebook Q3 15A – Hidden dip

Reply to this post           I see a correction before Facebook fulfils its real potential. Facebook reported excellent Q3 15A results but the somewhat lacklustre response...

Apple – Cycle economics

Reply to this post           The end of the iPhone 6 product cycle is normal and expected. It is starting to appear that the iPhone 6s...

Xiaomi – African safari

Reply to this post           Africa should help volumes but not margins. Moving into Africa might help Xiaomi’s volume shipments but margins are going to remain...

Sony Q2 16A – Glorious isolation

Reply to this post           Short-term progress at the expense of the long-term. . Sony reported Q2 15A results that beat expectations but I think that...