Reply to this post Implementation and performance will be everything. The second lap of trying to get Windows to work on ARM processors is in full swing but the key to success will be the performance of the devices. At the Computex trade show in Taipei, ASUS, Lenovo and HP have all announced that they...
Reply to this post Andy Rubin still works for Google. Essential Products Inc has launched a series of products aimed at creating an ecosystem but none of them do anything or enable anything that is desperately new. Consequently, the real beneficiary from another nice looking, easy to use phone will be Google whose ecosystem will...
Reply to this post AlphaGo’s retirement shows that humans are still needed. AlphaGo is hanging up its pebbles after emphatically demonstrating that from here on, machines will be better Go players than humans. This move also indicates that despite being one of the most advanced AI’s developed, it will still consume a huge amount of...
Reply to this post I think the video game streaming ship has sailed. Microsoft is showing no signs of giving up on gaming but it will have to do something really special with Mixer if it wants to make any dent at all in Twitch. Microsoft has renamed the video streaming service that it...
Reply to this post The spark at DJI is in its software prowess. DJI has launched a new drone which I think clearly demonstrates this company’s unique ability to take on its US rivals and come up with a better product. DJI has launched the Spark which is a palm sized drone that looks to...
Reply to this post Microsoft gives the PC makers room to breathe. Microsoft updated its Surface Pro at an event in Shanghai but left plenty of space for its partners to innovate within the fledgling tablet-PC category. Microsoft has followed Apple in dropping the version number from the name and the new product makes incremental...
Reply to this post LeEco looks to return to its roots at home. LeEco’s foray into the United States looks like it is coming to an end which combined with a major restructuring at home, probably brings to an end any realistic hope of becoming a digital ecosystem. I understand that LeEco is about to...
Reply to this post Pressure to employ capital is the biggest risk. SoftBank has announced that the first round of its $100bn Vision fund has closed with $93bn in committed capital but the problem now is going to be how to quickly put this huge amount of money to work. At $93bn, the SoftBank Vision...
Reply to this post Signs that Alibaba is moving to make the most of its ecosystem. Alibaba reported another excellent set of results which was marred by the normalisation of the tax rate following the ending of a tax break gained by investing in its distribution partner Suning. Alibaba has also begun to demonstrate the...
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.
Samsung Bixby – Failure to launch
Reply to this post Bixby is not fit for purpose. Samsung has once again delayed the roll out of the voice component of its digital assistant Bixby further reinforcing my opinion that Samsung can really only compete in hardware. This, combined with the poor performance already offered by Bixby services on the Galaxy s8, leaves...