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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...

Amazon – Wrong dimension.

          Amazon is attacking the wrong end of the value chain. Amazon will hold an event in Seattle on 19th June to launch what is very...

Computex 2014 – New life

          The PC market is far from dead. It is just changing.   Computex has kicked off in Taiwan and this year, more than ever, it...

LG G3 – Deadly race

          The G3 will enrich Google, no one else.  LG has released another update to its flagship that will ensure that competition in Android will be...

HPQ Q2A– Slash and burn.

          No strategy means no recovery. Hewlett Packard reported Q2 14A results earlier than expected as it announced another 11,000-16,000 jobs are to go on top...

Lenovo Q4A– The thin red line.

          Lenovo can only just afford its strategy Lenovo reported reasonable Q4 14A results but the addition of Motorola will almost tip Lenovo into the red....

Microsoft– Mercy killing.

          A guaranteed flop wisely killed prior to launch. Microsoft launched the Surface 3 at an event yesterday in New York but conspicuously absent was any...