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Yahoo! Q1 – Darker horse

          Difficult results in display advertising mask the potential. Yahoo! reported disappointing results as display advertising continued to decline despite the remedial actions put in place...

Google and WhatsApp – Admission of weakness

            Google’s interest in WhatsApp is a sign of weakness.   WhatsApp has denied that it is in talks with Google with respect to being...

HPQ – After a long winter

            Dare I hope that Hewlett Packard is turning the corner?. Hewlett Packard’s response to the message sent by its shareholders at the recent AGM...

Dell– Not so sweet

          There is no upside in Dell without risk. The “go-shop” period has produced two additional bids, but investors are going to be disappointed with the...

Microsoft – Too brute a force

          Microsoft has loads of money but no clue how to use it.  Paying developers to write applications is a well-known tactic for those trying to...

Broadcast TV – The end is nigh

          Users are not waiting. The move away from broadcast has begun. The TV broadcast industry remains in denial but the figures are beginning to show...

HPQ vs. Autonomy – Non-starter

          Mike Lynch will not be losing any sleep tonight. The news that both the FBI and the SFO (UK Serious Fraud Office) have opened investigations...

LGE – Old Habits Die Hard

          History looks ready to repeat itself at LGE. LGE has proudly announced that it has cumulatively sold 10m LTE devices but, if history repeats itself,...

MWC 2013 Day 1 – Writer’s block

                MWC is bigger than ever but the frantic rushing around has given way to a more leisurely stroll. I very much doubt...

Instagram vs. Twitter – Picture power.

          I am becoming increasingly concerned regarding Twitter’s long-term ability to monetise its service. It was some months ago when Instagram pulled the plug on its...