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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...

Qualcomm – Tooth and nail.

Reply to this post           This time around, Qualcomm should fight. I think Qualcomm will best serve its shareholders by fighting tooth and nail to halt...

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...

Snap Inc. – Valuation snaps.

Reply to this post           Snapchat looks more like Twitter than Facebook.  Snapchat appears to be intending to focus on engagement metrics to justify its $20bn-$25bn...

Alphabet – Magic half

Reply to this post           Half a million is good but not enough.  Latest data from Wave 7 is implying that Google devices have done better...

Twitter – Event horizon

Reply to this post           Sale of Fabric collapses Twitter’s horizons.  With the sale of Fabric to Google, Twitter has essentially given up all hope of...

LeEco – Le life line

Reply to this post           Small war chest means laser sharp strategy and execution needed.  Chinese real estate developer Sunac has pumped $2.2bn into LeEco to...

Essential Products Inc. – What’s essential?

Reply to this post           Something must-have has to come out of the bag at launch.  Essential Products Inc. is the latest in a long line...