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Eco-systems

BlackBerry – Commodities trader

          BlackBerry now looks stable but commoditising fast Blackberry held an event in San Francisco where it unveiled the new version of its server product (BES12)...

Twitter – Hopes and dreams

          Far more changes are required to meet the long term goals. Twitter made some bold promises at its analyst day giving investors some confidence and...

Apple vs. MCX part II – Crash course

          MCX is likely to fail unless something changes. The combined power of Apple and the major credit card companies is likely to exert so much...

Amazon Echo – No Eureka.

          Amazon Echo does nothing to address the big issues. As long as Echo is a great Bluetooth speaker it is unlikely to be nearly as...

Microsoft – Digital work land grab

          Microsoft moves to cement Office’s dominance. Microsoft is moving to tighten its grip on the Digital Work ecosystem before anyone else can really get a...

Apple – The price of success

          Apple joins long-suffering Microsoft as a target for viruses. Apple has a difficult time ahead of it as I suspect that it is not best...

LG – Safety in low numbers

          LG trades margin upside for safety. LG has struck a patent deal with Google which looks to be almost exactly the same as the deal...

Xiaomi – Reality check

          There is very little left for investors at $45bn.  If Xiaomi can raise money at a valuation of $40bn-$50bn, this will be its greatest achievement...

Sony Q2 14A – Tough times

          The journey to ecosystem remains very hard. Sony reported a difficult set of results but there were no real surprises. Q2 14A Revenues / operating...

Microsoft – Band of brothers

          Microsoft’s Band is another shot at the ecosystem. The new Microsoft Band is not much to look at but if it is robust and works...