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Huawei – Rivers of blood pt. VI.

The main beneficiaries are Samsung and Ericsson. Just as Huawei is on the edge of casing Samsung real problems, it has a host of troubles that could completely destroy almost...

MWC Day 1 –Going bananas.

Reply to this post           MWC retro mania continues (except 5G). Android dullness alleviated by a banana. HMD (Nokia) has once again laid bare how dull...

MWC Day 0 – Halcyon days.

Reply to this post           MWC goes back to its roots. MWC has stopped wanting to be CES and is instead reclaiming its identity as a...

Mobike vs. Ofo – Blood soaked economics.

Reply to this post           Here comes another bloodbath. Another battle is brewing over ride hailing but the fact that it is bicycles rather than cars...

Intel vs. ARM – Juicy target.

Reply to this post           Intel’s 60%+ gross margins are a juicy target. To date, Intel has been able to brush aside any threat to its...

Facebook – Internet.cash.

Reply to this post           Connecting the next 4bn is about making money.  Facebook has entered the next stage of its strategy to connect the next...

Qualcomm – Built to serve

Reply to this post           Triple whammy benefit no longer held up by software? Intel finally has a credible challenger in the server market as Qualcomm...

Nokia – Here and now

Reply to this post           It is too early to sell HERE. It seems that Nokia may be seeking to acquire part of Alcatel-Lucent (I presume...

Nokia – Best buddy

          Nokia’s new strategy is focused on the shareholder. With the deal to sell the handset business to Microsoft now closed, Nokia has announced its new...

Huawei 2013 – Harder road ahead

          Huawei will miss its 10% revenue growth target this year Huawei has released its preliminary statements regarding its performance in 2013. Like Ericsson, 2013 has...