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Samsung Q1 15E – Tight control.

Reply to this post           Samsung appears to have OPEX tightly under control. Samsung has guided to a good set of results as components was strong...

Microsoft – Beautiful disaster.

Reply to this post           The disaster of Windows 8 can be made an advantage. The degree with which Windows 8 has failed to capture the...

Apple Pay – Pulling teeth.

Reply to this post           Apple Pay problematic but better than the rest. Payments are horribly difficult. From vested interests to proprietary standards and a myriad...

Huawei – Tale of two cities.

Reply to this post           Little prospect of margin improvement in handsets. Huawei has reported audited 2014A results which showed continued strong growth and profitability. However,...

HTC – Blow upon a bruise.

Reply to this post           HTC needs to do something different. The make or break time is fast approaching for HTC with long term CEO Peter...

Facebook F8 – Family matters.

Reply to this post           Facebook is creating a family of products to address Digital Life. Facebook has opened what I consider to be the most...

Apple – Fixing ABC.

Reply to this post           Apple is moving to fix the basics of iCloud to ensure its future. Apple appears to be intent on improving the...

Microsoft – Days of Office.

Reply to this post           Office is by far Microsoft’s most valuable asset. Microsoft is systematically removing any reason for the rivals to Office to continue...

Amazon – Wood for the trees

Reply to this post           Amazon embarks on another random experiment. Amazon looks set to launch a new innovation in its app store that amounts to...

Android Wear – Wearing thin

Reply to this post           Being closed is not what is causing Wear to fail. The fact that Android Wear is not doing well has nothing...