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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...

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...