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Xiaomi – Reality check pt V.

Reply to this post           Falling revenues reduces valuation to $3.6bn (92% below last raise).  Xiaomi has slipped to number 3 in its home market which combined...

Apple Q3 16A – High yield

Reply to this post           Apple as a bond is yielding 9.8%.  Apple reported better than expected Q3 16A results as the iPhone SE sold better...

Huawei vs Samsung – Rivers of blood Pt III

Reply to this post           Huawei flat-line passes advantage to Samsung.  The first indications for the smartphone market in Q2 16A are pointing a loss of...

Apple – Replacement problem.

Reply to this post           The iPhone 6 is so good; it does not need replacing.  The summer season of speculation, rumour and leaks of what...

Samsung Q2 16E – Galaxy cycle.

Reply to this post           A classic cycle will drive earnings for a few more quarters. Another solid set of numbers point to a nice confluence...

Huawei – Rivers of blood. Pt II.

Reply to this post             Huawei’s software has a better chance in China.   Huawei is making the right initial moves in order to maximise...

Facebook & HTC – Collateral Damage. Pt II.

Reply to this post           Oculus is back on the HTC Vive, but it won’t save HTC. Oculus Rift apps are once again running on the...

Apple – Jack lives.

Reply to this post           The 3.5mm jack survives the attempt on its life.  With the launch of the iPhone 7 approaching, the chatter is once...

Huawei vs. Samsung – Rivers of blood

Reply to this post           Software is all that can save Huawei from rivers of blood. Huawei has said once again that it wants to be...

Xiaomi and Microsoft – The Office

Reply to this post           This deal is really about Office in China. Microsoft and Xiaomi have struck a deal where Xiaomi will take ownership of...