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Activision Blizzard – Game on!

Reply to this post           Activision must integrate to do what King cannot. Activision’s acquisition of King has very little to do with Candy Crush and...

Google – All about control

Reply to this post           Google is trying to stop others from writing Android code. I think that Google’s latest blogs and changes to some of...

Facebook Q3 15A – Hidden dip

Reply to this post           I see a correction before Facebook fulfils its real potential. Facebook reported excellent Q3 15A results but the somewhat lacklustre response...

Apple – Cycle economics

Reply to this post           The end of the iPhone 6 product cycle is normal and expected. It is starting to appear that the iPhone 6s...

Xiaomi – African safari

Reply to this post           Africa should help volumes but not margins. Moving into Africa might help Xiaomi’s volume shipments but margins are going to remain...

Sony Q2 16A – Glorious isolation

Reply to this post           Short-term progress at the expense of the long-term. . Sony reported Q2 15A results that beat expectations but I think that...

Google – Secret Squirrel

Reply to this post           Merging Chrome OS and Android is really about control. I suspect that the real aim of bringing Chrome OS and Android...

Samsung Q3 15A – Coming of age.

Reply to this post           Samsung is starting to look more like a mature, grown up company. Samsung reported reasonable Q3 15A results as the semiconductor...

AAPL, TWTR, BABA – Mixed Bag

Reply to this post           Apple in line, Twitter miss and Alibaba beat. Apple reported a steady quarter while Twitter’s problems remain unresolved and Alibaba used...

Apple Music – Pandora’s box.

Reply to this post           I think Apple is going after radio more than streaming. Pandora reported bad Q3 15A results and guided weakly mostly as...