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Internet

IPO Window – Unicorns and donkeys Pt II

Reply to this post           The best thing for Square would be to pull its IPO. The news that Square has again cut the price of...

Google – Google minus.

Reply to this post           Reddit and Twitter look like more realistic targets than Facebook. Google has announced a significant restructuring of Google + removing the...

Facebook & Google – Fair weather friends.

Reply to this post           I think the new found friendship will be short lived. Facebook has been allowing Google to index some of its data...

Yahoo! – Admission of defeat

Reply to this post           Calling in McKinsey is very unlikely to help. Yahoo! has called in McKinsey to help it with its strategy but I...

Network economy – Unicorns and donkeys

Reply to this post           I suspect many unicorns are actually donkeys in disguise. The unicorn is a mythical beast of extreme beauty and rarity but...

Facebook Q3 15A – Hidden dip

Reply to this post           I see a correction before Facebook fulfils its real potential. Facebook reported excellent Q3 15A results but the somewhat lacklustre response...

Google – Secret Squirrel

Reply to this post           Merging Chrome OS and Android is really about control. I suspect that the real aim of bringing Chrome OS and Android...

AAPL, TWTR, BABA – Mixed Bag

Reply to this post           Apple in line, Twitter miss and Alibaba beat. Apple reported a steady quarter while Twitter’s problems remain unresolved and Alibaba used...

Apple Music – Pandora’s box.

Reply to this post           I think Apple is going after radio more than streaming. Pandora reported bad Q3 15A results and guided weakly mostly as...

GOOG, MSFT & AMZN – Three for three.

Reply to this post           Three strong earnings reports but for very different reasons. Microsoft, Alphabet and Amazon all saw strong after-hours performance following their results...