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Apple Q2E – Pushmi-pullyu

          A beat is on the cards but guidance could be a hiccup. Apple reports Q2E results after the US close today. (Wednesday 23rd April 2014)....

Google Q1 – Price of success

          Mobile pricing is likely to stay low for a while. Google failed to beat expectations as pricing fell by more than expected due to the...

Yahoo! Q1 – Lucky tailwind

          Opportunity remains but time shortens. Yahoo! reported reasonable results from its core operations while it was Alibaba that drove Net Income to be above expectations....

Microsoft – Under the rug

          Microsoft continues to hide its light under a bushel. The reviews of Windows Phone 8.1 are starting to come in and they are pretty positive...

Google – Turn of the screw

          Google is the only winner in the Android ecosystem. June is becoming one of the most important months of the year for the mobile ecosystem...

Apple vs. Qualcomm – Black magic

          Apple is likely to stay away from the black art of cellular radio. News articles and recent hires by Apple suggest that Apple may be...

Blackberry – No prisoners

          Life without handsets will be little better than with. John Chen has finally admitted the possibility of failing to turn around Blackberry saying that the...

Apple iOS 8 – No silver bullet

          iOS 8 is not going to solve the long term services problem. Apple’s hardware and its ecosystem are world leading but both of them are...

Samsung and HTC – Chalk and cheese

          Samsung is about growth. HTC is about survival Both Samsung and HTC have reported preliminary results and neither are very encouraging. Samsung Samsung preliminary Q1...

Microsoft – Increment not detriment

          Two steps forward. None back. Microsoft made two good steps towards improving the appeal of the Windows ecosystem to both users and developers at its...