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Samsung – Optimistic Origami

Folding devices to offset the ravages of commoditisation. The announcement of a device with a truly flexible screen looks to have been perfectly timed as Samsung is starting to run...

Bixby 2.0 – Negative value.

Bixby is a reason not to choose a Samsung device While all eyes will be on the Galaxy Note 9 at Samsung’s next launch event, Bixby 2.0 is likely to...

Google – Toothless in Europe pt. II.

EU fails to demand the one remedy that could make a difference. The EU has fined Google a record €4.34 ($5.03bn) for three practices that it considers illegal when it...

Essential – Price signal.

Yet another signal that the end is nigh. Its Amazon Prime day and one of the biggest discounts that are available is on the Essential Phone in Halo Gray coming...

Xiaomi – Foot shot pt. III.

Reply to this post           A valuation richer than Alibaba makes no sense. Investment banks involved in Xiaomi’s IPO have released their valuations and while they...

Google – Toothless in Europe.

Reply to this post           EU’s biggest impact could be in Africa. It looks like Google is about to receive a record breaking fine, but the...

Essential Products Inc. – An essential sale

Reply to this post           The wheels appear to have fallen off. Andy Rubin’s Essential Products Inc. is up for sale almost certainly because of a...

Samsung & Google – Engineering disease

Reply to this post           Intransigence helps Apple and the Chinese. Google and Samsung both have a bad case of engineering disease that prevents them from...

Xiaomi IPO – Foot shot pt. II.

Reply to this post           Prospectus yields valuation of $33.3bn. Being as optimistic as I dare, I can only value Xiaomi at $33.3bn, one third of...

Apple & Facebook – FQ1 Results & F8.

Reply to this post           Apple FQ1 – Privacy safe house. Apple reported good FQ2 results where the star of the show was software and services...