Browsing Category

Market Commentary

  • Home
  • Market Commentary

Twitter – Perfect timing.

          Twitter is expensive but at least it is fairly governed. While Samsung has reported earnings that were broadly in line with expectations, the real interest...

Mobile Developers – Still no number 3.

          Windows Phone is still shunned by developers. The latest data from appcelerator shows a worrying trend. While everyone seems to want a third ecosystem to...

Apple – Rumour is not reality

          Apple’s rivals will be resting bit easier tonight. The launch of the iPhone 5s and 5c show that Apple is still uninterested in the low...

Dell – As good as it gets

          Icahn’s surrender still leaves an uphill battle. Carl Icahn has given up his fight to take control and turn around Dell leaving the field clear...

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...

HPQ Q3 – Home to roost

          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...

Nokia – Big fish. Small pond

          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 – Glutton for punishment

          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...

Dell Q2 – A long and weary road

          Q2 results make a breakup inevitable. Dell reported difficult Q2 results as margins were sacrificed in order to cling onto market share. Q2 revenues /...

NFC – A step closer

          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...