Matter only goes so far. The new Matter standard has the potential to end the fragmentation and incompatibility of the smart home but even with all of the big digital...
The Holy Grail of blood pressure is delayed. It looks as if Apple is delaying its plans to include blood pressure monitoring in the Apple Watch for two or three...
Intel should sell as much as it can. In the face of nonsensical valuations for the EV sector and Mobileye no longer being a core part of Intel, it makes...
The FTC drops the hammer. The FTC is unique in being the only regulator so far to actively come out against the deal which I think represents the biggest setback...
NVIDIA has some explaining to do. The UK competition authority clearly has more concerns than expected with regard to NVIDIA’s purchase of Arm, meaning that NVIDIA is going to have...
Netflix – Stuck in the doldrums Netflix has paid the price for its pandemic bump with a disappointing set of results that will keep the shares in the doldrums (like...
The pilgrims are still far away from the holy land. Much is being made for the potential for the Galaxy Watch 4 and the Apple Watch 7 to measure blood...
Another unthinkable event to add to 2020’s long list. For nearly 20 years I have strongly believed that Arm could not be acquired by another semiconductor company as Arm’s acceptance...
Arm looks to be off the table. The reorganisation of Arm that was announced last month (see here) has been cancelled in what I think is a sure sign that...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Ouster – Dire Straits.
Money for nothing and company for free. Falling long-term estimates and substantial dilution have materially damaged the long-term outlook for the share price but the shares have fallen so much...