Only the lawyers are benefitting from this pointless war. Yesterday’s verdict has no bearing on the eventual outcome of what has turned into a pointless war of tit for tat. Apple has won a $290m ruling against Samsung in its continuing battle over patent infringement. This ruling comes from the court case that Apple emphatically...
The market remains completely unready for wearables. Samsung was first to market with a smart watch but shipments of the Galaxy Gear have been pathetically low. Business Korea is reporting industry sources admitting to 800-900 units per day with a cumulative total of just 50,000 units. Had this device been available only in Korea, I...
BlackBerry’s revenues per user are falling off a cliff. BlackBerry is doing everything it can to preserve its user base but in doing so is killing its own handset business and its service business. Indonesia is a prime example, which is one of BlackBerry’s most important markets. Use of BBM has been very popular here...
The hype is peaking. Its time to sell. The hype around Snapchat has hit fever pitch this week with constant chatter regarding its spurning of the advances of both Facebook and Google. Snapchat is thought to have rejected an offer from Facebook to acquire the company for $3bn with Google having apparently offered $4bn. Snapchat...
Apps are now available but are they any good? The brave sailors at Jolla are about to start shipping their device and have managed to solve the apps availability problem. In this day and age, a smartphone with no apps is not much better than a paperweight. The number one reason why Microsoft smartphones...
BT’s win over Sky for the champion’s league highlights the crucial nature of sports. The value of broadcast rights is rapidly declining as many users are quite happy to consume content that has been time shifted. There are some emerging exceptions to this rule (see here) but the one real exception is sports. Users...
If Bing and Xbox are to go all the rest must follow. The debate is raging over what the future holds for Microsoft and whether it should become more focused or more effectively use the assets it has. Hence, there is a groundswell of opinion that Microsoft should slim down its activities and focus on...
At this price the highest quality investor should sell. Twitter enjoyed an incredibly strong debut, rising 73% above the offer price to close at $44.90. The headlines are now stating the valuation of the company to be $24.9bn but they are still using the wrong share count. The basic earnings in issue is 544m but this...
More effort is needed if Samsung wants its multiple to expand. Samsung is clearly frustrated that its share price remains flat despite reporting excellent results during 2013. Net profit in 2013 is expected to grow around 34% but the share price remains locked around the KRW1.5m level. This translates into a 2013 PER of 7.9x...
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.
Microsoft – Which way to jump
Microsoft remains at the strategic crossroads. Microsoft held its annual meeting today and held firm to the ideals that the street does not want to hear. Microsoft was talking all about taking risks and having money to invest and not about slimming down and focusing just on enterprise. The company is at a stalemate and...