Reply to this post Intel must break out of the mould that success has cast for it. The acquisition of Mobileye by Intel highlights both Intel’s determination not to miss the next big trend as well as the concentration of Google’s competitors around HERE. Intel will buy Mobileye for $15.4bn and merge it with its...
Reply to this post Regulations ease but liability remains. There are signs that the regulatory environment for autonomous driving is coming together but the thorny issue of liability still needs to be solved before these vehicles make it onto the roads. The California Department of Motor Vehicles (DMV) has updated its guidelines for autonomous vehicles...
Reply to this post Intel’s 60%+ gross margins are a juicy target. To date, Intel has been able to brush aside any threat to its dominance in processors for the data centre, but with Microsoft deciding to port Windows Server and Azure to ARM, the threat is back. The data centre has long been the...
Reply to this post Leaks look dated but still push Google towards proprietary Android. Even if Google could quickly fix the vulnerabilities in Android that are being exploited by state sponsored hacking, it would be around 4 years before the majority of Google Android users were protected. WikiLeaks has released 8,000 pages of documents that...
Reply to this post Microsoft to Facebook could be what IBM is to Salesforce. Salesforce and IBM have announced a wide ranging partnership which will combine their two AI offerings but they will continue to sell the combined offering under two brands. At the same time IBM has announced that it will move its CRM...
Reply to this post Apple is losing badly despite offering the best user experience. Apple has redesigned its HomeKit website (see here) in order to generate interest around its smart home offering but despite having the best experience, it remains a very distant third in developed markets. HomeKit enables smart home devices to be controlled...
Reply to this post Late-comers have very little chance The latest craze to hit the mobile industry is digital assistants where every man and his dog is now building one to try and drive engagement through the ecosystem. LINE is the latest entrant with its offering called Clova but just like everyone else, LINE is...
Reply to this post What’s hot and what’s not at MWC. VR / AR Along with the number of drones, the number of VR units on the stands has fallen substantially compared to last year. I think that this is because last year, VR was a novelty that everyone wanted to try but interest has...
Reply to this post The taxonomy of MWC is changing Nokia has through nostalgia has created some excitement in the mobile phone industry but elsewhere the signs of maturity are everywhere. The notable fall out coming from Microsoft, Blackberry, Huawei amoung others who have substantially reduced the sizes of their stands has been replaced with:...
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.
Yahoo – Earned asset
Reply to this post This time Marissa has really earned her payoff. Following the sale of the Yahoo core business to Verizon, Marissa Mayer will step down as CEO of Yahoo and will receive a severance package worth $23m. This has once again raised the issue of excessive payoffs to failed senior executives, but I...