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Microsoft – Hopes Surface

          The Surface-mini needs to be on WP8.1 not RT. Microsoft is holding an event on May 20th where it is expected that the latest additions...

Apple – On the beat

          Beats signals the need to buy not build. Apple is thought to be in advanced talks to buy Beats Audio for $3.2bn. Beats Audio is...

Nintendo – Edge of darkness

          Nintendo’s intransigence could be fatal. Nintendo reported another dreadful set of results as it missed its own forecasts made just three months ago. Q4 14A...

Twitter – Face change.

          There is no longer a reason to sell. Twitter is no Facebook but I suspect that the next 2 years could follow a very similar...

Linked-In Q1 – Pain point.

          The single offerings for Digital Life are running out of steam. Linked-In reported good Q1A results but guided weakly as growth is slowing more quickly...

Twitter Q1 – Dreams meet reality

          Twitter’s Q1 was good, but not nearly good enough. Twitter reported results that met headline expectations but were not the blow-out that the valuation of...

Nokia – Best buddy

          Nokia’s new strategy is focused on the shareholder. With the deal to sell the handset business to Microsoft now closed, Nokia has announced its new...

Microsoft / Nokia – Quick Win

          Synergies will be pretty easy to achieve. With the Chinese finally signing off on the deal, Microsoft has finally managed to close its purchase of...

Microsoft Q3 – Groundwork

          The foundations of something better are being laid. Microsoft reported good results as cloud and corporate helped offset the ongoing weakness in PCs.   Fiscal...

Apple and Facebook – 2 for 2

          Apple and Facebook raise hopes after Google. Apple Apple reported good results as iPhones shipped in much better volumes than expected. The increased dividend and...