Reply to this post The PC industry continues to ignore the solution to its woes. The Computex show passed virtually unnoticed last week as exhibitors...
Reply to this post Lenovo should be able to weather a stormy 2016 Lenovo reported a difficult quarter as weakness in the PC market and...
Reply to this post Results season off to a tough start Intel Q1 16A Intel reported a difficult set of results and cut 10% of...
Reply to this post Steady evolution but existing issues still need fixing. Microsoft launched a series of evolutionary upgrades to Windows 10 and the devices...
Reply to this post Now comes the hard part for Lenovo. Lenovo reported a difficult results where market conditions marred what was another quarter of...
Reply to this post Lenovo is nicely weathering both the PC storm and its restructuring. Lenovo reported Q2 16A results that beat expectations but still...
Reply to this post Intel has still not weaned itself off PCs and data centres. Intel reported reasonable Q3 15A results as the data centre,...
Reply to this post Taking on Dell’s PCs is an exciting but risky proposition. While all the focus is on Dell’s proposed purchase of EMC,...
Reply to this post Microsoft pays homage to legacy rather than reinventing a category. The Surface Book is a triumph of engineering but I still...
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.
Microsoft – Close call
Reply to this post Microsoft needs 200m corporate upgrades to make its 1bn target Microsoft is just over 1/3rd of the way to its goal...