Browsing Category

Market Commentary

  • Home
  • Market Commentary

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...

Qualcomm – Built to serve

Reply to this post           Triple whammy benefit no longer held up by software? Intel finally has a credible challenger in the server market as Qualcomm...

Samsung Q3 15A – King of commodities

Reply to this post           Attention can now turn to doing what it is best at. Samsung finally reported some growth as the weak KRW and...

Microsoft – Homage to legacy.

Reply to this post           Microsoft pays homage to legacy rather than reinventing a category. The Surface Book is a triumph of engineering but I still...