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HPQ Q2 – The Meg diet

            Austerity buys time for a proper strategy to be formed. HPQ posted good Q2 results and guided nicely as the cost cutting plan began...

Google – Out front

          Google is extending its lead except in games. Google regaled its fans with a three hour keynote that revealed updates and upgrades that push it...

BlackBerry – Roll of the dice

          Making BBM available elsewhere is a very risky move. The launch of the BlackBerry Q5, upgrades and extensions to BBM make it very clear how...

Intel – Killing the Monkey

          ARM is looking less and less threatening to Intel. Thanks to the blunder that is Windows RT (Windows 8 on ARM), ARM has made no...

Nokia – Brutal for a bit

          Nokia’s new platform does everything right except address the horrors of low end Android. Nokia has launched a big update to the Asha platform and...

IPR – The Weakness of Essential (part iv)

          The latest EU ruling weakens the case for using SEPs for protection. The strength of standard essential patents (SEP) has taken another hit as the...

Intel – Dull, but right

          The floundering challenge of ARM reduces pressure for Intel to do anything radical. Intel has announced the appointment of Brian Krzanich as CEO of Intel...

Apple vs. Samsung – Lessons in futility

          The only winners are the lawyers.  Yet another round of tit for tat was launched this week with the date of yet another trial being...

Dell – Don’t be Greedy

          Those holding out for $15 may be disappointed. The exit of Blackstone has little to do with PC forecasts and everything to do with a...

GOOG Q1 / MSFT Q3 – Have and Have not

          Google looks steady while Microsoft continues to chase its own tail. Sift through the details of Google and Microsoft’s earnings announcements and you will see...