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Apple and Yahoo! – Chalk and cheese.

Reply to this post           Results highlight the differences between these two players. Investors greeted the results announcements of both companies with enthusiasm but for very...

Qualcomm & Samsung – Hot silicon

          Overheating very unlikely to be a Qualcomm design flaw. There is enough noise in the market to make it likely that there has been a...

Xiaomi – Circumnavigation.

          Xiaomi must have exclusive services to succeed. Xiaomi is following in the footsteps of its rivals in building an ecosystem via purchasing small shareholdings but...

Lenovo – Cash Call

          Lenovo offers far more value than Xiaomi. Following the acquisition of Motorola Mobility from Google, it looks very much as if Lenovo has realised that...

CES Day 3 – Huawei – Eggs and Bacon

          Huawei now has the eggs but can it bring home the bacon? One of the most interesting developments at CES was the emergence of understanding...

Samsung Q4 14A – Breathing Space

          Some relief as handsets did not worsen materially. Samsung reported Q4 14A preliminary results that beat expectations but were not enough to lead me to...

HTC Q4 14A – Skin of teeth

          Costs in line with sales allow HTC to survive HTC reported its first YoY growth in 4 years but the figures show that it is...

CES 2015 – Day 1 – Samsung spotlight

          Samsung Smart Home will live or die in software. Samsung headlined day 1 at CES but its press conference was pretty subdued with a distinct...

RFM 2015E – Top 5

          The PC market is likely to offer the biggest surprise in 2015E Wearables The technology industry is likely to continue scratching its head over what...

Huawei – Pipe dreams

          Huawei offers very little threat to Xiaomi. Despite slipping to number 5 in the Chinese smartphone market, Huawei has ambitions to return to its former...