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Enterprise

Microsoft & Amazon – Different days

Reply to this post           Microsoft and Amazon have a very different day. Microsoft FQ2 16A. Microsoft reported steady results as Office 365 and cloud services...

Microsoft – Surface tension

Reply to this post           Microsoft faces a dilemma with a Surface Phone. The next release of a mobile device by Microsoft should give a clear...

BlackBerry – High jump.

Reply to this post           BlackBerry’s target of 5m devices looks much too high. The new BlackBerry Priv and its rumoured successors are aimed at such...

Alphabet – All the wrong moves.

Reply to this post           I am increasingly troubled with the outlook for Google. The outlook is becoming increasingly uncertain as Google is running out of...

Intel Q3 15A – Sober tone.

Reply to this post           Intel has still not weaned itself off PCs and data centres. Intel reported reasonable Q3 15A results as the data centre,...

Dell PCs – On the block.

Reply to this post           Taking on Dell’s PCs is an exciting but risky proposition. While all the focus is on Dell’s proposed purchase of EMC,...

Qualcomm – Built to serve

Reply to this post           Triple whammy benefit no longer held up by software? Intel finally has a credible challenger in the server market as Qualcomm...

Microsoft – Homage to legacy.

Reply to this post           Microsoft pays homage to legacy rather than reinventing a category. The Surface Book is a triumph of engineering but I still...

BlackBerry Q2 16A – The cold light of day

Reply to this post           While hardware exists, there is downside. Even assuming a successful acquisition of Good Technology, it is very difficult to see any...

Apple – Back to basics

Reply to this post           Hardware innovation made exciting with software functionality. Apple returned to what it does best in making innovations in the user experience...