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Google – Only one out.

Reply to this post           Not ready to do what it needs most. Google will hold its annual developer this week where it will show off...

Apple and Didi – Catch a ride

Reply to this post           Apple’s investment looks more financial than strategic. Apple has agreed to invest $1bn in Didi Chuxing (formerly Didi Kuaidi) in a...

Palantir – Success victim.

Reply to this post           Palantir’s silence will only make matters worse. Palantir is a very secretive company but the recent negative press raises valid points...

Oracle vs. Google – The Merry-go-round.

Reply to this post           I think Google will end up paying less than $1bn. Google and Oracle are at it again with Oracle asking for...

HTC Q1 16A – Family silver.

Reply to this post           HTC is selling the family silver to stay alive. HTC reported dreadful Q1 16A results as EBIT losses ballooned to 32%...

GoPro – Needs a hero pt II.

Reply to this post           I think GoPro will end up being acquired. The difference between Fitbit and GoPro is that Fitbit has understood that the...

Alibaba FQ4 15A – Ecosystem investor

Reply to this post           E-commerce powerhouse fuels ecosystem investments. Alibaba reported good FQ4 15A results but sent the clear message that would be ramping up...

Fitbit Q1 16A – Forced hand.

Reply to this post           Fitbit is being forced to spend to stay ahead. Fitbit reported good Q1 16A results but cut guidance in order to...

Autonomous Auto – Men and dogs

Reply to this post           I see a shake out with only a handful surviving.  Just as in 2011 when every man and his dog was...

Android Security – Culture vulture

Reply to this post           Security issues highlight more pressing problems.  Google is trying hard to fix the endemic security issues that continue to plague Android...