Tablet PCs should drive a turnaround in 2014. The predictions for 2014 are beginning to come in and they do not paint a pretty picture....
There is a real risk of fragmentation in the Ubuntu camp. All is not well in the world of Linux open source as the relationship...
Apple’s launches will keep share, nothing more. Apple stayed within the boundaries of the rumour machine yesterday in refreshing its line-up but not venturing anywhere...
Microsoft’s new CEO must be an outsider. I do not envy John Thompson. The fate of one of the worlds great companies rests on his...
Microsoft’s relationship with its partners has never been worse. For the last 10 years when Microsoft’s has dabbled in hardware, its partners have watched it...
The last shoe has dropped on Windows RT. Only Microsoft is left. Samsung, Lenovo, Asustek, Acer and now finally Dell have all discontinued their Windows...
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...
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...
Q2 results make a breakup inevitable. Dell reported difficult Q2 results as margins were sacrificed in order to cling onto market share. Q2 revenues /...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
HPQ Q4 – Deadly drift
Meg has stabilised the ship but it still has no course. Things are better at HPQ but there remains no real plan for the future...