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Facebook & Twitter – Black and white

Reply to this post           Facebook and Twitter going in opposite directions.  Facebook and Twitter report very different results, highlighting the gulf between the haves and...

Apple Q3 16A – High yield

Reply to this post           Apple as a bond is yielding 9.8%.  Apple reported better than expected Q3 16A results as the iPhone SE sold better...

Yahoo – Fire sale

Reply to this post           Long-term investors pay heavily in lost opportunity.   Only in the context of Yahoo’s awful execution over the last 4 years...

Cyanogen – Share of zero

Reply to this post           The best option is to sell itself to China.  There are further signs that Cyanogen is in trouble as it is...

Wearables – Wrong direction

Reply to this post           Precipitous decline underscores the problem.  It looks like demand for smartwatches has precipitously declined in Q2 16A, taking the overall outlook...

Huawei vs Samsung – Rivers of blood Pt III

Reply to this post           Huawei flat-line passes advantage to Samsung.  The first indications for the smartphone market in Q2 16A are pointing a loss of...

Microsoft FQ4 16A – Finnish with a flourish

Reply to this post           Good results restore optimism in strategy  Microsoft reported good FQ4 16A results supported by signs of stabilisation in PCs and excellent...

Yahoo Q2 16A – Slough of despond

Reply to this post           Another quarter marred by more of same.  Yahoo reported another dismal quarter where it badly underperformed both its peers, Google and...

Softbank & ARM – We’ll be back!

Reply to this post           I think ARM could return to the market in 5 to 10 years.  SoftBank and ARM have announced that SoftBank will...

Nintendo – Poke in the eye.

Reply to this post           Apple and Google are the real & investible beneficiaries of Pokemon Go.  Pokemon Go has nearly doubled Nintendo’s market capitalisation in...