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Microsoft – Back to front

Reply to this post           Back to front strategy of Surface Phone looks sure to fail.  Mobile phones are a bit of a blank spot for...

Handset Industry – Oranges and lemons

Reply to this post           I think Apple earns between 64%-68% of industry profits, not 91%.  I believe the notion that Apple makes almost all the...

Meitu – Crazy selfies

Reply to this post           Very risky proposition leaves too little on the table.  Meitu has 446m active users but its revenue comes almost exclusively from...

Facebook – The dunce pt. II.

Reply to this post           Inability to automate bites Facebook again.  Facebook’s problems with fake news once again demonstrates the real problems that this company has...

Facebook – Middle age spread

Reply to this post           An opportunity lurks under the image of a maturing company.  Facebook continues to show all the hallmarks of becoming a maturing...

Intel – Data dreaming

Reply to this post           Intel is doing what it must to keep its position in the Data Centre.  Intel has launched its attack on the...

Tencent Q3 16A – Work in progress.

Reply to this post           Still a lot of work needed to realise its full potential.  Tencent reported another excellent set of results but the fact...

Google – Gain in translation

Reply to this post           Google is not resting on its laurels when it comes to AI.  A vastly improved Google Translate is yet another sign...

Samsung – Empty horse

Reply to this post           There are no Greeks hiding in the wooden horse of Harman.  Samsung’s acquisition of Harman is about increasing its penetration of...

LeEco – Thin ice.

Reply to this post           I think financial thin ice will force LeEco out of automotive.  LeEco has hit a major stumbling block meaning that something...