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Apple – Rumour is not reality

          Apple’s rivals will be resting bit easier tonight. The launch of the iPhone 5s and 5c show that Apple is still uninterested in the low...

Nokia / Microsoft – Course change

          Smartphone margins are likely to imminently collapse. Rationale, the deal structure and recent actions all suggest that a substantial increase in investment in the Windows...

Samsung – Slippery Mud.

          The Galaxy Gear is unlikely to stick.    Samsung is looking for other avenues of growth and in that vein I suspect that the Galaxy...

IFA 2013 – A big event once again

          IFA owes its new found importance to its timing.    The IFA trade show kicks off tomorrow in Berlin and its timing right before Apple’s...

Nokia and Microsoft – End of days?

          Nokia shareholders are the big winners.   Nokia and Microsoft have announced that Nokia will sell its Device and Services to Microsoft for E5.44bn. Key...

Nokia – Big fish. Small pond

          WP is still a small pond but it has potential. The latest data indicates that Nokia is making progress in smartphones. Its slow progress but...

LG – Glutton for punishment

          LG’s new tablet is likely to be a license to lose money. It appears that one disaster and the travails of almost all of its...

BlackBerry – Circling vultures

          The smell of blood is in the air. BlackBerry has announced (again) that it is open to considering strategic options for the company other than...

Apple vs. Samsung – Eternal see-saw

          The ban won’t be overturned but it is irrelevant. The endless back and forth continues with Apple now having a ban on Samsung products but...

IPR. – The weakness of essential (part VI).

          If Apple can show infringement, it is in a much stronger position. Apple has had a good week. First the presidential veto of Samsung’s ITC...