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Apple – Happy days

          iPhone 6 just as profitable as the 5s despite bigger screen.  The screen of a mobile device is by far the biggest single cost element...

Microsoft – Building blocks

          Microsoft is buying users and opportunity not electronic Lego.   Microsoft has agreed to purchase Mojang, the games developer behind Minecraft for $2.5bn. Minecraft is...

ST Ericsson – No Life in the Old Cat

          ST Ericsson is being quietly put to sleep after further failures. Ericsson is following Broadcom and Renesas into the void by announcing the closure of...

Sony – Still in play

          Sony is still in a better position than many. Sony has reduced its FY2015E net profit forecast by JPY180bn ($1.66bn) due to the write down...

Apple – Favourable Omens

          Signs point to scale making up for any gross margin weakness. Apple has entered a new product category and is attempting to kick-start wireless payments...

Google – Method in the madness

          iOS still makes more money for Google than Android does. Android may dominate the statistics when it comes to unit shipments and number of users,...

Micromax – Bollywood beckons

          The home market is ripe for taking if Micromax is quick. Micromax is the latest of the new generation of handset makers from Asia that...

Amazon – Fire damage.

          The damage to the Fire phone has already been done. Amazon has cut a massive $200 off the price of its Fire phone with the...

Android – Fragmentation fix.

          Google and China likely to completely take over their versions. The latest report from OpenSignal strongly implies that Android fragmentation is getting worse but I...

HPQ Q3A – Gentle drift

          HPQ is drifting from one quarter to the next with no direction.  HPQ reported good Q3A revenues as market share was gained but weaknesses in...