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Alphabet – Competition conundrum

Reply to this post           Google’s growth depends on how well it defends itself to the EU.  Google has a very serious problem with the EU...

Apple – Replacement problem.

Reply to this post           The iPhone 6 is so good; it does not need replacing.  The summer season of speculation, rumour and leaks of what...

Alibaba – Bargain hunting.

Reply to this post           Patience pays off for Alibaba in the hunt for an app store.   Alibaba has announced that it has agreed to...

YunOS – Cloudy days.

Reply to this post           YunOS has volume but engagement is less certain. To make a real splash, YunOS needs to carry Alibaba’s Digital Life services,...

Facebook – Internet.cash.

Reply to this post           Connecting the next 4bn is about making money.  Facebook has entered the next stage of its strategy to connect the next...

Samsung Q2 16E – Galaxy cycle.

Reply to this post           A classic cycle will drive earnings for a few more quarters. Another solid set of numbers point to a nice confluence...

Android – Swiss cheese Pt II.

Reply to this post           More malware further underpins a proprietary future.  More Android based malware has come to light where 10m infected devices could be...

Microsoft – Close call

Reply to this post           Microsoft needs 200m corporate upgrades to make its 1bn target  Microsoft is just over 1/3rd of the way to its goal...

Autonomous Autos – Fatal flaw

Reply to this post           First fatality underlines how long this is really going to take.  A fatal accident in Florida involving a Tesla Model S...

Spotify vs. Apple – Toe the line.

Reply to this post           I suspect Spotify will have to cave in.  Spotify is realising to its cost that competing with the owner of a...