Samsung and AMD join the chorus. Weak results from Samsung and a profit warning from AMD are more signs that demand is weakening which in the face of all-time highs...
Apple smacks Intel, AMD and Nvidia across the chops. Apple held its “peek performance” event where the star of the show was a Mac Mini on steroids with a hefty...
Intel throws down the gauntlet. Intel has put up a comparison of its latest chip against the M1 that it says tells a very different story but the tests are...
The pandemic is in the driving seat. The pandemic trade is back with homeworking and homeschooling driving the results of both Microsoft and AMD, but this may grind to a...
This is Intel’s make or break moment. Intel’s determination to return to manufacturing supremacy is existential because if Geisinger fails, the vultures will break-up the company and sell off the...
Bad for Apple but good for almost everybody else. The colossal price being paid by Qualcomm in combination with the legal tussle between Apple and its former employees that founded...
Apple crushes the competition. Even accounting for the “Apple fanboy” element of the tech press, the new M1-powered Macs are delivering pretty much everything that Apple promised meaning that Intel,...
Apple potentially does some real damage. With its new Macs, Apple has made some very bold claims for the performance and power efficiency of its new M1 chip but if...
Apple brings the ecosystem closer together. Apple released one of its more interesting updates to iOS, included some concessions to developers and confirmed the widely leaked news that it is...
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.
Alphabet & Microsoft Q3 2022 – Bad omens
The pandemic bill comes due. The technology sector is feeling the pinch as consumers and businesses have less money to spend as a result of everyone paying for the pandemic...