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Samsung – Edge dancer.

Reply to this post           Samsung is left with very little on Android devices.  Following the disaster of the Galaxy Note 7, Samsung really needs the...

ARM vs. Intel – Silver bullet?

Reply to this post           Last time it was software. This time its emulators  Qualcomm and Microsoft have announced that Windows is once again coming to...

Jolla – Safe(-ish) anchorage

Reply to this post           Sailfish finds a life line with the Russian government.  The hardy sailors at Jolla have had a pretty stormy couple of...

Lenovo – All mod cons

Reply to this post           Motorola is the only one with a chance of succeeding with modularity.  Lenovo’s Motorola is increasing its commitment to its modular...

Android Security – Swiss cheese pt. IV

Reply to this post           Another horrible hack that Google is powerless to address.  The worst part of this latest breach is that the hackers are...

Microsoft – Back to front

Reply to this post           Back to front strategy of Surface Phone looks sure to fail.  Mobile phones are a bit of a blank spot for...

Handset Industry – Oranges and lemons

Reply to this post           I think Apple earns between 64%-68% of industry profits, not 91%.  I believe the notion that Apple makes almost all the...

Meitu – Crazy selfies

Reply to this post           Very risky proposition leaves too little on the table.  Meitu has 446m active users but its revenue comes almost exclusively from...

Huawei & Xiaomi – Easy come, easy go.

Reply to this post           Huawei and Xiaomi need a deal with the BATmen.  The rise of Vivo and Oppo in China against incumbents Huawei and...

Apple FQ4 16A – Margin gadfly

Reply to this post           Margin pressure from product mix is not a problem.  Apple reported results that broadly met expectations although slight weakness in profitability...