Networking industry is collateral damage. Amazon’s potential move into the networking space has very little to do with addressing a $14bn market and everything to do with increasing the appeal of AWS. Shares of Cisco, Juniper et al. all had a wobble on Friday as the possibility that Amazon will enter the market for network switches was floated by The...
Emmy Nominations again signal the death of cable TV. The 2018 Emmy nominations (see here) are out and for the first time, it is one of the streaming services that tops the table knocking HBO into second place. Netflix has earned 112 nominations, followed by HBO on 108 with NBC a distant third on 78. The other streaming services did...
Magic Leap’s developer video reveals the chasm between promise and reality In its latest video (see here), Magic Leap has demonstrated some of the basic characteristics of how to create content in its system but also shown just how far away the experience is from what was promised a few years ago. Magic Leap is a secretive start-up that is...
Giannandrea needs to heal Siri’s split mind. • Apple has put John Giannandrea exactly where he belongs where, in my opinion, his first task will be to fix the schizophrenia that plagues Siri that has done nothing but harm to the appeal of Apple’s digital assistant. • John Giannandrea is a Scottish computer scientist who most recently led Google’s Search...
A device whose sole aim is to advance the adoption of Office. Microsoft has launched a new device in the Surface line called the Surface Go, the sole purpose of which I think is clearly aimed at winning over the younger generation to Office 365. The Microsoft Surface Go is priced at $399, has a 10” HD screen with a...
AI is the weakness in Amazon’s push to take on Google and Facebook. Amazon has made a habit of unsettling entire industries simply by announcing its entrance but when it comes to digital advertising, its limited AI ability will keep it in Google’s shadow for now. However, the same cannot be said for Facebook which I think really struggles with...
The returns from bike sharing will be made from the data. Now that Mobike has a strong backer, it is opening the spending spigot that looks certain to crush what is left of the smaller rivals allowing the market to settle down to one with low margins but where the real money will be made from the data that...
Smartphone slowdown sinks all boats. Xiaomi The omens are ill for when Xiaomi begins trading in Hong Kong on Monday as its shares are trading at an 11% discount to the IPO price in the grey market. To be fair, in the grey market, volumes are low and there is no issuer support meaning that this price action is only...
Middle East looks like another exit. Following its ignominious exit from South East Asia, Russia and China, Uber is now in discussion with Careem that I think would effectively see it exit the Middle East. This will further concentrate Uber’s fortunes in USA and Western Europe where the chief rival remains the resurgent Lyft. Uber has said 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.
Essential – Price signal.
Yet another signal that the end is nigh. Its Amazon Prime day and one of the biggest discounts that are available is on the Essential Phone in Halo Gray coming in at $250 (see here) just 35% of what it was selling for just one year ago. Adding this deeply discounted product to the news that the company Essential Products...