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Yahoo – Irrelevant pandemonium.

Reply to this post           The mess of the Verizon sale is almost irrelevant when valuing Yahoo. It is becoming clear that Yahoo got such a...

Samsung – Uncharted territory.

Reply to this post           Samsung’s loss could be Huawei’s and Google’s gain. As a result of making a complete mess of the Galaxy Note 7...

Twitter – Exit strategy pt. II.

Reply to this post           If no one bids then there is much further to fall. Twitter has already lost 20% of its value as it’s...

Samsung Q3 16A – Summer cycle

Reply to this post           Margin to be strong while the cycle lasts. Samsung has given very solid indications for its Q3 16A results demonstrating that...

Samsung – Collision course

Reply to this post           I think Viv puts Samsung back in conflict with Google.   Samsung has taken a plunge into Artificial Intelligence (AI) with...

Google – Brain distribution.

Reply to this post           Devices are merely the vessels for distribution of Google’s brains.  Google launched a range of devices that solve some of its...

Facebook – Yard sale.

Reply to this post           Something new needed to make this work.  Facebook has decided to have another go at classifieds but the fact that it...

Twitter – Exit strategy.

Reply to this post           Bid frenzy offers a great exit point.  Without big success in media consumption, Twitter offers very poor value to potential acquirers...

AI Partnership – Fluff and stuff

Reply to this post           How society will benefit is very unclear.    The ecosystem leaders have announced an artificial intelligence (AI) partnership aimed at benefiting...

BlackBerry – Cold turkey

Reply to this post           BlackBerry finally breaks its addiction to hardware.  BlackBerry reported poor Q2 17A results, but the decision to stop internal handset development...