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Netflix Q4– On to stage 2

          Content will be the key asset for Netflix from here. Netflix handsomely beat forecasts with Q4 revenues / EPS of $1.18bn / $0.79 compared to...

Nintendo – Nadir of fortunes

          There is worse to come for Nintendo. Nintendo issued a horrible profit warning on Friday and held a sanguine press conference but there is still...

Intel Q4 – A later tide.

          The tide is not going to turn on PCs until Q3 14. Intel reported Q4 results that met expectations but cautious commentary on the enterprise...

Huawei 2013 – Harder road ahead

          Huawei will miss its 10% revenue growth target this year Huawei has released its preliminary statements regarding its performance in 2013. Like Ericsson, 2013 has...

PC Market – Contrarian position

          Tablet PCs are the key to a turnaround in the PC market this year. IDC and Gartner have confirmed what everyone already knew: 2013 was...

CES 2014 – Big show in little Vegas

          CES has highlighted how difficult 2014 will be for some. CES 2014 is almost over but three important trends have clearly emerged: First: Android commoditisation...

Dual Boot – Insult to concept.

          Dual Boot is a hack that is doomed to failure. CES 2014 is full of devices that are trying to be both laptops and tablets....

Samsung Q4 – The stock whisperer.

          Bad results but the whispers have already done the damage. Samsung reported preliminary Q4 results that disappointed but forecasts but whisper numbers had already taken...

HTC Q4 – Phoenix free zone.

          Happy New Year and best wishes for 2014. HTC’s results offer little hope of a recovery. HTC reported Q4 results that missed expectations as it...

Samsung – The slow subtle web

          Extending HomeSync is yet another strand of the web. Samsung’s moves are subtle but taken together it is clear that Samsung is intending to build...