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Apple & Amazon – Mixed bag.

Reply to this post           Plusses and minuses in both reports. Apple FQ1 18 – relief rally Apple reported good results where a 14.5% increase in...

Microsoft & Facebook – 2 good runs.

Reply to this post           2 good runs could come to an end in 2018. Microsoft FQ2 18. Microsoft reported good FQ2 18 results, but the...

Apple – Fluff ‘n’ stuff.

Reply to this post           Fluffy sentiment has nothing to do with the company. The weakness in Apple’s share price and the souring of sentiment around...

Music Streaming – Wrong villain.

Reply to this post           The music labels strike back. It looks to me like intense lobbying by the music labels has resulted in the Copyright...

Apple – Battle for the smart home pt. VI

Reply to this post           HomePod delays have cost it dearly. The HomePod has only one advantage in a market that is rapidly becoming all about...

India e-commerce – Last man standing

Reply to this post           Flipkart looks close to keeping Amazon out. Jasper Infotech which owns online marketplace Snapdeal has reported dreadful revenue performance that almost...

Samsung & Google – Unlikely opportunity

Reply to this post           Samsung should capitalise on Google’s failures. Samsung is making a lot of noise around its reimagining of the camera and AI...

Microsoft – S for school pt. II.

Reply to this post           Price still likely to be the biggest decider. Microsoft, in conjunction with Lenovo and JP, has launched some hardware that is...

Tencent – Age of empires.

Reply to this post           The WeChat empire spreads its wings. Not content with its dominance of the 3rd party app stores in China, Tencent has...

Huawei – Really Convincing Story, Not.

Reply to this post           RCS unlikely to lift Huawei from its commodity margins. One has to give credit to Huawei for realising that it has...