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MSFT Q3 & GOOG Q1 – Two more strikes.

Reply to this post           Microsoft and Alphabet compound Ericsson’s and Intel’s woes Microsoft FYQ3 16A Microsoft reported reasonable results as the weakness in the PC...

Alphabet – In the soup.

Reply to this post           The EU kicks off a lengthy war with Google over Android. Google has been formally accused by the EU of abusing...

Yahoo and Intel Q1 16A – Falls at the first.

Reply to this post           Results season off to a tough start Intel Q1 16A Intel reported a difficult set of results and cut 10% of...

Apple App Store – Coup d’état.

Reply to this post           A meritocracy becomes a plutocracy. The anticipated changes to the Apple App. Store will no longer mean that the apps most...

Facebook F8 – Cash crusade.

Reply to this post           Where the connection crusade goes, the cash machine will follow. Facebook made it very clear at its developer conference that it...

Yahoo – Fire alarm

Reply to this post           Yahoo seems to be fanning the flames. As part of the sale of the core business, Yahoo has been obliged to...

Samsung Q1 16A – Forgotten jewel

Reply to this post           Semiconductors remain the real engine of growth. Samsung reported good results and I think that it is both handsets and semiconductors...

HERE – Street of dreams.

Reply to this post           Data sharing and governance must be overcome to realise the dream. It looks as if HERE is already looking beyond BMW,...

Apple – History lesson

Reply to this post           History repeats as nothing has changed. It looks as if the iPhone SE is off to a slow start indicating that...

Blackberry Q4 16A – Cold turkey.

Reply to this post           Blackberry needs to rid itself of its addiction to hardware. Blackberry reported Q4 16A results where good performance from software was...