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Yahoo! Q1 15A– The last rabbit

Reply to this post           Yahoo! Japan will be the last rabbit to distract the market. Yahoo! pulled its last rabbit out of the hat and...

Samsung, QCOM & TSMC – Win Win Lose

Reply to this post           Qualcomm and Samsung get one over TSMC. Despite losing out to Samsung’s in house Exynos apps processor in the Galaxy s6,...

Xiaomi – Hardware heaven?

Reply to this post           Right strategy but where is the money? Xiaomi has exactly the right strategy to develop a thriving ecosystem of its own...

Yahoo! – Nowhere to go

Reply to this post           Yahoo! had little choice but to stay with Microsoft. The changes that have been made to the search contract between Microsoft...

Netflix Q1 15A – The balance of power

Reply to this post           Everything depends on Netflix achieving scale. Netflix reported Q1 15A results slightly below expectations but the subscriber growth was better than...

Intel Q1 15A – Data centric

Reply to this post           Data centres rescue the quarter but not the year. Intel reported Q1 15A results in line with reduced expectations but guided...

Nokia – Here and now

Reply to this post           It is too early to sell HERE. It seems that Nokia may be seeking to acquire part of Alcatel-Lucent (I presume...

Twitter – Take no prisoners.

Reply to this post           Another ruthless demonstration of the value of data. The closing of Twitter’s data feed to third parties is a great example...

Apple – The wrong wrist

Reply to this post           Watch expectations are already beginning to fall. The hype surrounding the Apple Watch is beginning to suffer from a healthy dose...

Patent licensing – House of cards.

Reply to this post           Standard Essential Patents not at risk of value collapse. The ongoing fight between Google (Motorola) and Microsoft is at risk of...