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Mobile Gaming – Pokemon went.

Reply to this post           Tencent and Activision can breathe a sigh of relief.  Pokemon Go is already showing all the hallmarks of being a craze...

Cyanogen – Call for vultures.

Reply to this post           Software asset worth buying from a dying Cyanogen.  Although, Cyanogen appears to be on its last legs, I think that the...

Lenovo Q1 17A – Heavy weather.

Reply to this post           I see opportunity but not without risk.  Lenovo is hanging on in the difficult markets that it serves, but I think...

Tencent Q2 16A – Stairway to heaven?

Reply to this post           Tencent remains a few steps away from greatness.  Tencent followed Alibaba in reporting a mighty set of numbers driven not by...

Amazon – Curse of integration

Reply to this post           Amazon still misses the wood for the trees.  Twitch has announced that it will be acquiring Curse which further underlines how...

Xiaomi – Reality check pt V.

Reply to this post           Falling revenues reduces valuation to $3.6bn (92% below last raise).  Xiaomi has slipped to number 3 in its home market which combined...

Google – From Russia with Love pt. II

Reply to this post           Russian ruling could have global implications.  Although the Russian complaint against Google is a sideshow compared to the EU, it could...

Alibaba FYQ1 16A – Monetisation magic

Reply to this post           Improving monetisation underpins mighty numbers.  Alibaba reported very strong FYQ1 16A results as a very good performance in e-commerce was enhanced...

Samsung – Pick and mix

Reply to this post           I think the acquisition of Dacor is all about cross-device.  Samsung’s move to buy the high-end white goods maker, Dacor, looks...

Facebook – Almost the final frontier pt. II

Reply to this post           WhatsApp could be the edge Facebook needs to catch-up.  Facebook is finding other ways to penetrate the Indian market having had...