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PCs

Lenovo Q4A– The thin red line.

          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....

Microsoft – Keeping mum.

          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...

HPQ – Eggs in flight

          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 – Dare to be different.

          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...

Microsoft Q2– The Good and the Bad

          Software looks strong but Nokia smartphones had a shocker. While Microsoft reported excellent results, the Nokia smartphone business looks to have suffered badly.   The...

Intel Q4 – A later tide.

          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...

PC Market – Contrarian position

          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...

PCs – Bottom ahoy!

          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....

Ubuntu – Money and power

          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...

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...