Reply to this post Integration and execution key to success. BlackBerry has agreed to buy its rival Good Technologies for $425m in cash, underlining my view that BlackBerry’s days as a handset vendor are numbered. Good has had a chequered history after being purchased by Motorola, then being sold on to Visto and now finally...
Reply to this post Spotify has to make sure everyone knows that it has a better proposition. The war of words is as hot as ever in the emerging world of music streaming, but whatever the realities are, I suspect that it remains a two horse race. The latest shots to be fired come from...
Reply to this post 4K is a pointless gimmick but could help to sell some phones. Sony has updated its Xperia line of devices headlining with the Xperia Z5 Premium, a smartphone with a 5.5inch 4K screen. The IFA trade show in Berlin has seen Sony release 3 new devices in the Xperia line. First. The...
Reply to this post As usual the only beneficiary from changes to Android is Google. Google has launched a new app. on iOS that will allow devices that run Android wear to synchronise and integrate with the iPhone. Many of the core Google Digital Life services that run on iOS will now be available through...
Reply to this post Netflix will become even higher risk in the future. Netflix’s failure to renew its streaming deal with Epix (Lionsgate and MGM) is a clear sign that Netflix intends to move up the value chain to become a purveyor of exclusive content. This is a far riskier proposition than being a distributor...
Reply to this post Facebook is making the right moves to become an ecosystem. Facebook’s intentions to become a fully-fledged ecosystem have come into sharper relief with the launch of its own personal digital assistant, Facebook M. Facebook M will appear inside Messenger as a contact that is permanently on line and is there to...
Reply to this post Amazon App store and Silk could have great value for those in need. Signals coming from Silicon Valley and Seattle indicate that the brutal device market may have claimed yet another victim. For the first time in its 11 year history, Lab 126 (Amazon’s hardware division) appears to shedding engineers. The...
Reply to this post The car makers can still win the battle for the digital car. The seasonal news vacuum has left space for speculation as to whether Apple will manufacture a car to surface once again. This time it has been driven by the news that a senior engineer from Tesla has jumped ship...
Reply to this post Google out front but hampered with its issues. Google and Microsoft are lining up with Apple for the battle of the digital personal assistants but even in its current predicament, Google has a massive advantage. Microsoft has just launched a beta version of its assistant, Cortana, for Android while Google 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.
Google – One armed bandit
Reply to this post I see no reason for China to fall for Google’s charms. It looks like Google is about to mount another assault on the Chinese market but even if it gets in, it is almost certain to end up competing with one arm tied behind its back. After leaving the market in...