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Internet

Facebook – Brainless video.

Reply to this post           Focusing on video first makes complete sense. I think that Facebook is making the right choice in targeting video first as...

Baidu – One trick pony?

Reply to this post           Baidu may be giving up on its ecosystem. There is little doubt that Baidu’s investments outside of its core search offering...

Twitter Q4 16 – No Trump card

Reply to this post           Trump card fails to win the trick. Despite becoming a major channel for the White House to communicate with voters, the...

Facebook vs. Alphabet – Worlds apart

Reply to this post           Facebook and Alphabet are worlds apart when it comes to AI. While Google is pushing the boundaries of artificial intelligence forward,...

Snap Inc. – Pain not gain

Reply to this post           I see only pain for investors paying $22.5 at the IPO. $20bn – $25bn is at least 32% too much to...

Facebook Q4 16 – In focus

Reply to this post           Facebook intends to kill the YouTube star. Facebook reported good results and highlighted that while 2017 would be much slower, video...

Google Enterprise – No G man.

Reply to this post           G Suite and Chromebook upgrades are too little too late. Functionality upgrades to the mobile version of G Suite (Office-like apps)...

GOOG, MSFT & INTC – Cloud party.

Reply to this post           Cloud and mobile drive 3 for 3.  Alphabet Q4 16. Alphabet reported excellent results driven once again by mobile advertising but...

LINE Q4 16 – Game off.

Reply to this post           Gaming could save LINE but the focus appears to be elsewhere.  LINE reported a difficult set of results which laid bare...

Alibaba FQ3 17 – Crossed swords.

Reply to this post           Where Alibaba crosses swords with its peers, life is much tougher.  Alibaba reported excellent FQ3 17 results as growth in the...