The fundamental flaw in HPQ is laid bare. Things have been looking better at HPQ in terms of corporate governance and cost control but Q3...
WP is still a small pond but it has potential. The latest data indicates that Nokia is making progress in smartphones. Its slow progress but...
LG’s new tablet is likely to be a license to lose money. It appears that one disaster and the travails of almost all of its...
Q2 results make a breakup inevitable. Dell reported difficult Q2 results as margins were sacrificed in order to cling onto market share. Q2 revenues /...
The biometric craze is here but the place to invest is NFC I have long believed that there are two barriers to the take-off of...
The smell of blood is in the air. BlackBerry has announced (again) that it is open to considering strategic options for the company other than...
Capitulation often marks the bottom of the market. Acer has reported another set of rotten results and at the same time seems to be throwing...
Filling the app. store with amateur apps. will not fix the problem. Microsoft has launched Windows Phone App. Studio which is a web based editor...
Google has to address Gingerbread to make a difference. Radio Free Research has indicated that while Android utterly dominates the market for smartphones, its parent...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Nokia / Microsoft – Course change
Smartphone margins are likely to imminently collapse. Rationale, the deal structure and recent actions all suggest that a substantial increase in investment in the Windows...