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Alphabet Q2 18 – Fine? What fine?

EU issues brushed aside. Alphabet contemptuously brushed aside the regulatory gadfly when it reported excellent Q2 18 results where mobile maturity is having margin benefits. Q2 18 revenues-ex TAC /...

Google – Toothless in Europe pt. III.

Misleading rebuttal that Google did not need to make. Google has responded with dismay to the EU’s decision announced on the 8th of July but I suspect that behind closed...

Microsoft FQ4 18 – All enterprise

There is no real return to the consumer. Microsoft reported a great finish to its 2018 fiscal year as its enterprise business went from strength to strength and I think...

Google – Toothless in Europe pt. II.

EU fails to demand the one remedy that could make a difference. The EU has fined Google a record €4.34 ($5.03bn) for three practices that it considers illegal when it...

Essential – Price signal.

Yet another signal that the end is nigh. Its Amazon Prime day and one of the biggest discounts that are available is on the Essential Phone in Halo Gray coming...

Amazon – Whoops apocalypse

Networking industry is collateral damage.  Amazon’s potential move into the networking space has very little to do with addressing a $14bn market and everything to do with increasing the appeal...

Cable TV – Sword of Damocles pt. VI.

Emmy Nominations again signal the death of cable TV.  The 2018 Emmy nominations (see here) are out and for the first time, it is one of the streaming services that...

Magic Leap – The reality gap.

Magic Leap’s developer video reveals the chasm between promise and reality In its latest video (see here), Magic Leap has demonstrated some of the basic characteristics of how to create...

Apple – Psychotherapy.

Giannandrea needs to heal Siri’s split mind. • Apple has put John Giannandrea exactly where he belongs where, in my opinion, his first task will be to fix the schizophrenia...

Microsoft – Office politics.

A device whose sole aim is to advance the adoption of Office. Microsoft has launched a new device in the Surface line called the Surface Go, the sole purpose of...