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PCs

Microsoft – Free for all

Reply to this post           Making Windows 10 free is a net benefit. The last remnant of doubt has been removed as Microsoft has confirmed that...

Apple and Microsoft – Silver linings.

Reply to this post           The iPad Plus could help Microsoft more than it hinders it. Apple’s launch of the iPad Plus might just create the...

Intel Q1 15A – Data centric

Reply to this post           Data centres rescue the quarter but not the year. Intel reported Q1 15A results in line with reduced expectations but guided...

Microsoft – Beautiful disaster.

Reply to this post           The disaster of Windows 8 can be made an advantage. The degree with which Windows 8 has failed to capture the...

Microsoft – Days of Office.

Reply to this post           Office is by far Microsoft’s most valuable asset. Microsoft is systematically removing any reason for the rivals to Office to continue...

Intel and PCs – Soggy in the middle

Reply to this post           A new PC cycle depends on marketing. Intel warned on Q1 revenues as the corporate refresh cycle has come to a...

Microsoft Q2 15A – Honeymoon ending.

          Honeymoon end obscures long term upside. Microsoft reported in-line Q2 15A results but guided weakly as the corporate upgrade from Windows XP to Windows 7...

HP – The eggs have landed.

          HP loses more face over Autonomy. The end of the criminal investigation into HP’s allegations of fraud at Autonomy leaves the management of HP with...

RFM 2015E – Top 5

          The PC market is likely to offer the biggest surprise in 2015E Wearables The technology industry is likely to continue scratching its head over what...

Intel Q314A – Waiting for Godot

          Core M is the key to a laptop replacement cycle. Intel reported solid Q314A results as corporate PC demand continues to keep the PC market...