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Lenovo Q1 16A – White knuckle ride.

Reply to this post           One to watch but its scary ride right now.   Lenovo reported disappointing Q1 16A results as the weak PC and...

Alibaba Q1 16A – Law of large numbers.

Reply to this post           Good growth but not good enough. Alibaba disappointed the market with its Q1 16A results as the slowdown in China has...

Alibaba – Trip down the Amazon.

Reply to this post           Alibaba is evolving to become the Amazon of China. With its 20% investment in Suning, Alibaba is starting look more and...

Google – The birds and the elephant.

Reply to this post           Many birds hit with one stone but the elephant is missed. Google’s restructuring should bring some improved visibility and flexibility into...

Apple Music – Drop out question

Reply to this post           Spotify net adds is the key metric to watch. Apple has announced that it has signed up 11m trial members for...

HTC Q2 15A – Virtual Reality

Reply to this post           Hopes for recovery exist in virtual reality. HTC reported Q2 15A results that were in line with reduced expectations but admitted...

Fitbit Q2 15A – Peak performance

Reply to this post           Fitbit showing every sign of doing a GoPro. Fitbit reported blowout Q2 15A results but the shares fell 16% as gross...

Xbox vs. PS4 – The shifting sands

Reply to this post           User experience likely to aid Microsoft in the next generation. Sony has crushed Microsoft when it comes to hardware volumes in...

Yahoo! – Shopping trip.

Reply to this post           Yahoo! needs to tidy its house before it can successfully expand. Yahoo! is going to spend $230m on Polyvore which is...

Nokia / German Auto – HERE today, gone tomorrow.

Reply to this post           Sale of HERE is a reasonable deal for shareholders. Nokia has agreed to sell its mapping business, HERE, to a consortium...