Reply to this post Apple Watch is an experiment that isn’t really working. For the first time in many years, a new Apple device is available on the second market and many sellers are not aiming to make money. Typically huge demand and limited supply means that Apple devices are sold on the second market...
Reply to this post Windows 10 is not about the user experience. The noise around Windows 10 is likely to be all about improvements being made to the user experience but it is what is under the hood that is really going to make the difference. At the E3 gaming conference there is plenty of...
Reply to this post Microsoft uses the ecosystem to take the initiative. After failing to excite at E3 in 2014 and being soundly thrashed in 2013, Microsoft has finally taken the initiative from Sony by taking Xbox places where Sony will really struggle to follow. Microsoft’s announcements this year are all about using the assets...
Reply to this post Costolo was not the source of Twitter’s problems. Twitter CEO Dick Costolo has bowed to pressure and resigned but in my opinion his leaving solves nothing. The initial reaction was to put the stock up 7% but when interim (and maybe permanent) CEO Jack Dorsey stated that there would be no...
Reply to this post Facebook finally moves into games. After opening up its Messenger API to third party developers a few months ago, the first game has appeared which could be the beginning of earning a return on messaging and especially WhatsApp. The first game is free and is called Doodle Draw which is essentially...
Reply to this post New Xbox hardware enhances cross device strategy. Ahead of E3 2015 (June 16-18), Microsoft has released a revision of the Xbox One and hardware that takes further advantage of the cross device opportunity. Microsoft has launched a new Xbox One where the storage has been upgraded to 1TB (a major gripe...
Reply to this post Apple targets Spotify, Rdio, Pandora and Flipboard at WWDC. Apple Music was the biggest event at Apple’s developer conference where incremental updates to its operating systems and Apple Pay UK were also launched. With the exception of Apple Music and News, almost all of Apple’s announcements were incremental in nature. OSX...
Reply to this post HTC has all the hallmarks of death by a thousand cuts. HTC has warned on Q2 15E sales and profits as it is clear that the M9 has not fared nearly as well as the company had hoped. Q2 15E revenues / gross margins will now be NT$33bn-NT$36bn (NT$34.5bn) / 19.0%-19.5%...
Reply to this post Cuts are a sign of being out of ideas. Yahoo! has announced a series of changes and service reductions that further increase my concerns regarding Yahoo!’s ability to execute on an ecosystem strategy. Yahoo! has announced on its Tumblr blog that it will cease support of older versions of OSX and...
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.
BlackBerry – Fool’s errand
Reply to this post Android will probably make things worse. If the leaks are right, BlackBerry could shortly launch a new device that is based on Android rather than BB10. The device is thought to have a 5.4” display, 3GB RAM, quad core Snapdragon 808 processor and an 18MP rear facing camera. It will also...