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Internet

Facebook Q4 15A – Sleeping Policeman

Reply to this post           There is a bump in the road ahead. Facebook reported very strong results as revenues from both mobile and fixed saw...

Twitter – Bloody hands

Reply to this post           Twitter could easily trade below $10 per share. Everything is changing at Twitter except the one thing that really matters: its...

Facebook & WhatsApp – JK come home

Reply to this post           WhatsApp will have to be integrated to earn a good return. Facebook has finally admitted that subscription is not the way...

Yahoo – Surface deep

Reply to this post           There is no sign of Yahoo ever fulfilling its potential. A scratch appears to be the limit of Yahoo’s ability to...

Facebook & Google – Fair weather friends pt. II

Reply to this post           Facebook is set to become Google’s biggest competitor. I have long been of the opinion that Facebook is moving to become...

RFM 2016 – Top 5.

Reply to this post           CES likely to focus on dreams rather than reality The CES bandwagon kicks-off on 6th January and I suspect that autonomous...

Facebook – Go to place

Reply to this post           Facebook has everything it needs to disrupt classifieds. Facebook is jumping into the world of classifieds and recommendations but it will...

Yahoo! – Extended sentence.

Reply to this post           Investors are sentenced to another year of fumbling and uncertainty. Yahoo!’s management appeared weary and browbeaten when it announced that instead...

Facebook – Periscope depth

Reply to this post           This is the right time for Facebook to torpedo Twitter. Facebook’s Live Video offering which allows users to broadcast themselves to...

Yahoo! – Purple rain

Reply to this post           Yahoo!’s assets and its few remaining loyal employees are bleeding purple. Yahoo! is still profitable but it seems to be slowly...