The PC market is far from dead. It is just changing. Computex has kicked off in Taiwan and this year, more than ever, it...
No strategy means no recovery. Hewlett Packard reported Q2 14A results earlier than expected as it announced another 11,000-16,000 jobs are to go on top...
Lenovo can only just afford its strategy Lenovo reported reasonable Q4 14A results but the addition of Motorola will almost tip Lenovo into the red....
Good launches but no clues given for the longer term. Microsoft stuck firmly to the script at its press conference when it launched Office for...
The fight between HPQ and Autonomy is going very badly for HPQ. It looks increasingly likely that HPQ will have egg all over its face...
Sony must still control the experience on PCs if it sells. While all the attention is on Microsoft, it appears that Sony is looking to...
Software looks strong but Nokia smartphones had a shocker. While Microsoft reported excellent results, the Nokia smartphone business looks to have suffered badly. The...
The tide is not going to turn on PCs until Q3 14. Intel reported Q4 results that met expectations but cautious commentary on the enterprise...
Tablet PCs are the key to a turnaround in the PC market this year. IDC and Gartner have confirmed what everyone already knew: 2013 was...
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.
PCs – Two tides
RFM continues to see the growth in the PC market in 2014E. Intel increased its Q2 guidance as end-of –life XP machines are being upgraded...