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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...

Fitbit and GoPro – Horrific Halloween

Reply to this post           I see acquisition as the endgame for both players.  GoPro and Fitbit have both been hit again by the simple fact...

Facebook Q3 16A – Straight line headache

Reply to this post           This is the beginning of the pause I have been looking for.  Facebook reported excellent Q3 16A results but it was...

Facebook – Gamification.

Reply to this post           Facebook does not intend to play second fiddle to Tencent for long.  Facebook is increasing its position in gaming aiming to...

Huawei & Xiaomi – Easy come, easy go.

Reply to this post           Huawei and Xiaomi need a deal with the BATmen.  The rise of Vivo and Oppo in China against incumbents Huawei and...

Baidu – Headache of state.

Reply to this post           Chinese regulatory risk laid bare in Baidu’s latest earnings report.  Baidu reported a difficult set of results where increasing government regulation...

GOOG/AMZN/TWTR – Mixed bag.

Reply to this post           Solid quarter at Google but Amazon slips back into bad habits. Twitter in limbo.   Alphabet Alphabet reported good results as recent...

Microsoft – Wood for the trees.

Reply to this post           Microsoft is so focused on the future that it misses the opportunity in the present.  Microsoft has moved even further away...