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Google – Brain distribution pt. II.

Reply to this post           Samsung presents Google with a unique opportunity  The combination of more than 10m potential buyers and surprisingly good reviews coming in...

Facebook – The dunce.

Reply to this post           AI is emerging as a major weakness for Facebook.  There are signs that Facebook is really struggling with automation as it...

Amazon Music – Table stakes.

Reply to this post           40m tracks and a search box does not a service make.  Amazon has plugged an obvious hole in its push to...

Samsung – Kitchen sink.

Reply to this post           Samsung kitchen sinks the note 7 with a massive $5.4bn hit to profit. The note 7 disaster is going to cost...

Google – Pilgrim’s progress.

Reply to this post           Google advances further towards full control of Android. It appears that mobile operators ranging the Pixel and Pixel XL will not...

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...