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GOOG and MSFT – Dog days

          Google and Microsoft both had a difficult night.  Google Google reported results that missed expectations as price erosion hit revenues and investments worsened the situation...

Nokia Q2 – Hit and miss

          Light Q2 sets up potential for a bounce in Q3. Nokia missed revenue expectations but profitability improved to allow profits to come in ahead of...

Dell – Game of Chicken.

          Shareholders are playing a dangerous game in trying to force a higher price. Today is the day when shareholders must vote on the offer made...

Yahoo! Q2 – The long haul.

          Yahoo! has a lot going for it but it will be some time before it shows in the numbers. Yahoo! reported Q2 results that were hindered by...

Microsoft – Leopard spots.

          Microsoft can talk the talk but can it change its spots? Microsoft’s reorganisation and new strategy says everything that is needed to turn the company...

Motorola – Method in the madness.

          Google’s commitment to Motorola has nothing to do with handsets. If the wires are to be believed, Google is going to spend $500m to market...

Q2 2013 – Dog days.

          It looks very much like the time has come to look to the recovery stories. Despite the panic, I have real doubts whether Samsung’s earnings...

Samsung PCs – Silly season.

          The desktop PC has its place in the ecosystem.  The silly season is starting early this year with the notion that Samsung is about to...

Samsung – Barely a murmur

          There was a huge, but deadly silent crowd at today’s launches.  There were lights. There were stars. There were some great products but no one...

Amazon – Baby Digital Empire

          Amazon has the makings of a major force but still has a long way to travel. Many people still consider Amazon to be just an...