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Android Wear – Wearing thin Pt III

Reply to this post           Smartwatches and wearables remain in Limbo. Tag Heuer, Intel and Google have launched the Tag Heuer Connected smartwatch at an event...

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...