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 does nothing to address the big issues. As long as Echo is a great Bluetooth speaker it is unlikely to be nearly as...
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 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 trades margin upside for safety. LG has struck a patent deal with Google which looks to be almost exactly the same as the deal...
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...
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’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...
The easy growth looks over. Investments are now required. Facebook reported good Q3 14A results but there are signs that growth is starting to slow...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
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...