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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...

Microsoft Office – Play with fire

          Microsoft needs to see the wood for the trees if it wants to maintain loyalty. Microsoft has changed the terms on which it sells Office...

Samsung Rex – King Cnut

          Rex is not strong enough to hold back the tide of Asha.  Samsung has renewed its assault on the forgotten 1bn with the launch of...

HPQ – size 12s

          This new excursion into tablets and smartphones has all the hallmarks of the malaise that currently grips HPQ.  Not content with blowing $1.2bn on attempting...

Dell – Greed and fear

          I see the possibility that the whole deal collapses.   Some investors seem to think that they have a right to benefit in the potential upside in Dell...

Samsung – Borrowed time

          Hardware has made Samsung great but it must now repeat that success in software. Samsung’s great talent has always been hardware, but the company is...

Microsoft Surface Pro – Jack of all trades…

          …master of none….yet! The Microsoft Surface Pro is out in the wild but it has yet to prove Steve Jobs wrong. Apple’s stance on hybrid...