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Nokia USA – Broken curse

          The curse of the US market looks to have been broken. Figures for the US smartphone market show that Nokia looks to have finally broken...

Nokia vs. HTC – Sign of the times

          Nokia’s victory over HTC is a sign of what is to come. HTC’s troubles have deepened further with Nokia winning an injunction against it in...

Windows RT – End of the road

          Microsoft has all but confirmed the end of RT. Microsoft has finally confirmed what I have long suspected which is that Windows RT will be...

BlackBerry – Hero to zero

          BlackBerry’s revenues per user are falling off a cliff. BlackBerry is doing everything it can to preserve its user base but in doing so is...

Samsung – Love your investors

          More effort is needed if Samsung wants its multiple to expand. Samsung is clearly frustrated that its share price remains flat despite reporting excellent results...

BlackBerry – No rabbit

          I suspect that Fairfax has no rabbit to pull out of the hat. Close of US business is the deadline by which Fairfax must firm...

BlackBerry BBM – Last hurrah?

          A big bump up but still a long way to go. BlackBerry has gained 20m BBM subscribers in the last week after making the service...

Apple Q4 – New life needed

          Growth from here needs another segment. Apple reported good Q4 results but concerns around competition and profitability caused weakness in after-hours trading. Revenues / EPS...

Vertical industry – Monkey business

          Qualcomm and MediaTek have at least one hurrah left. In the latest twist, Samsung and Corning have tidied up the shareholding around the j.v. Samsung...

Apple – Home protection

          Apple’s launches will keep share, nothing more. Apple stayed within the boundaries of the rumour machine yesterday in refreshing its line-up but not venturing anywhere...