Small, lean and cheap is the way forward for wearables. ARM has announced a new platform for wearables called mBed that is designed to run on its new Cortex-M7 processor family that has been specifically designed for this segment. There are two pieces to the platform. First. The device software. This is an RTOS (real...
Windows 10 aims to keep the corporate cycle from collapse. Typically when Microsoft makes a major new release it fares badly and then the next version corrects all of the problems and fares much better. Windows XP and Windows 7 were superb releases that followed major upgrades to the OS that were unpopular. Microsoft is...
Quality will soon become the most important factor. As the smartphone market starts to settle down, quality of experience will become increasingly important. This is because in order to grow different ecosystems will have to start taking subscribers from each other rather than relying on new users. When it comes to quality, iOS comfortably wins...
Quality of HERE more important than availability on iOS or Android. There is confusion regarding whether Nokia is about to pull its support for Windows Phone for its’ HERE mapping service. Now that Nokia no longer makes mobile devices, it makes sense for it to spread its application to the widest possible audience. This means...
BlackBerry Passport will be a niche product. The uproar over bent iPhones has completely drowned out any real splash that BlackBerry was hoping to make with the launch of its new device: The BlackBerry Passport. At events in Toronto, London and Dubai, BlackBerry launched its new attack on the professional smartphone user. The BlackBerry Passport...
iPhone 6 just as profitable as the 5s despite bigger screen. The screen of a mobile device is by far the biggest single cost element of any mobile device. Hence, when Apple launched the iPhone 6 and 6+, my immediate reaction was that the BOM (Bill of Materials) would rise pressuring gross margins. However, I...
Apple Pay might just kick start the opportunity for everyone. The size and brand power of Apple has enabled all of the participants in the complex payments chain to line up together. With all participants signing-up to support the system, there is a good chance that the user experience will be as easy and as...
Microsoft is buying users and opportunity not electronic Lego. Microsoft has agreed to purchase Mojang, the games developer behind Minecraft for $2.5bn. Minecraft is a unique video game that emphasises building and exploring rather than any particular mission or story line. The game is best described as electronic Lego and is available on almost...
ST Ericsson is being quietly put to sleep after further failures. Ericsson is following Broadcom and Renesas into the void by announcing the closure of the baseband business that it took back from its j.v. with ST Micro in March 2013. The cat has finally run-out of lives after being reincarnated in a joint venture...
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! – Wrong prescription
AOL is not the answer. A recent open letter from activist shareholder Starboard has correctly diagnosed all the issues at Yahoo! but its prescription will not fix the company. There is no doubt that performance of the core business has been extremely disappointing over the last 2 years. Revenues in its display and search based...