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HTC Q2 – The spiral

          One quarter does not make a recovery. HTC reported good Q2 results as cuts to marketing expenses allowed profitability to make up for weak sales....

Amazon – Bad Omen

          Fire phone’s draw looks to have already faded. Some observers are wondering why anyone outside the US would want to buy Amazon’s smartphone but I...

Samsung – No Song Sheet

          Google buying Songza is bad for Samsung not Spotify. Google has decided to acquire the music streaming service Songza which effectively means that Samsung will...

Google – The long game

          Google Android is becoming just like iOS or Windows Phone. Everywhere one looks it is become increasingly clear that Google aims to take complete control...

Google vs. Apple – Control freak

          Google’s days as a developer of open source software are numbered. With its future in Android now secure, Google has turned its attention to mitigating...

Yahoo! – The aviator

          Finally, some positive signs from mobile. I have been concerned for some time about the lack of progress at Yahoo! (see here and here) but...

Google – Ins and Outs (I/O).

          Developer conferences are where the ecosystem evolves. Developer conferences are becoming increasingly important as the relevance of the device continues to decline. Google will host...

Nuance & Samsung – Private preference

          Nuance looks good for private equity not Samsung. Nuance is a provider of speech and language technology that is used by Apple in its Siri...

PCs – Two tides

          RFM continues to see the growth in the PC market in 2014E. Intel increased its Q2 guidance as end-of –life XP machines are being upgraded...

Google – Real pie in the sky

          Skybox has great strategic value for Google. Google wastes vast amounts of money on frivolous expenses but the acquisition Skybox is one that actually makes...