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BlackBerry – Circling vultures

          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...

Acer – Point of capitulation?

          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...

WP8 Apps. – Wrong end of the stick.

          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 Android – Number update.

          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...

Motorola – Pointless cosmetics

          The Moto X completely misjudges the US consumer. Motorola formally launched the much leaked Moto X. Differentiation is the name of the game with a...

Samsung Q2 – Sign of things to come.

          If the smartphone market fragments it will hurt Samsung’s margins. Samsung reported weak results and as expected it was the handset business that was mostly...

FaceBook Q2 – Efficiency Engine.

          Great numbers but the bigger picture is missing. FaceBook reported strong Q2 results as monetisation of mobile traffic improved much better than anyone expected. Q2...

Apple Q3 – Middle Age Spread.

          These results have maturity written all over them. Apple reported Q3 results that beat expectations as iPhone shipments beat expectations by 20%. Q3A                Consensus Revenues                       ...

Google – King of data

          Google looks increasingly mature from here. The key to monetisation of the internet is user data and Google has this in spades. A recent study...

Apple – Maps and screens

          There is no point in acquiring Tom Tom. The wires have been alive for the last few days with the notion that Apple is on...