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GOOG, MSFT & AMZN – Three for three.

Reply to this post           Three strong earnings reports but for very different reasons. Microsoft, Alphabet and Amazon all saw strong after-hours performance following their results...

Alphabet – All the wrong moves.

Reply to this post           I am increasingly troubled with the outlook for Google. The outlook is becoming increasingly uncertain as Google is running out of...

Yahoo! Q3 15A – Scratching for scraps

Reply to this post           The ecosystem is Yahoo!’s only chance at a turnaround. Another lacklustre set of results further underscores that Yahoo!’s inability to execute...

Apple Music – The power of default

Reply to this post           Pre-installation and default remain very powerful. The latest figures from Apple on its music service are better than I thought they...

Alibaba – Empire builder

Reply to this post           Those with resources now have a substantial advantage. Alibaba is moving to increase its grip on the Chinese market by bidding...

Internet – The myth of free.

Reply to this post           The future for many could be subscription. Axel Springer, the owner of the highly popular, advertising funded tabloid website has said that...

Google vs. Facebook – Thin end of the wedge

Reply to this post           Video on Facebook is just the beginning. Facebook’s plans to unseat YouTube dominant position as a repository for video content are...

Intel Q3 15A – Sober tone.

Reply to this post           Intel has still not weaned itself off PCs and data centres. Intel reported reasonable Q3 15A results as the data centre,...

Dell PCs – On the block.

Reply to this post           Taking on Dell’s PCs is an exciting but risky proposition. While all the focus is on Dell’s proposed purchase of EMC,...

Twitter – Big fish, small pond.

Reply to this post           Dedication and focus needed to reach the big pond.   It is important to run a tight ship but simply cutting...