The biometric craze is here but the place to invest is NFC I have long believed that there are two barriers to the take-off of NFC and mobile based payments. First: Device security. Using devices as wallets remains hideously limited at the moment because device security is so poor. The advent of isometric sensors in...
The smell of blood is in the air. BlackBerry has announced (again) that it is open to considering strategic options for the company other than remaining an independent listed entity. Everything is on the table including acquisition, joint ventures, going private or strategic alliances. The problem is essentially that BB10 has not taken off nearly...
The ban won’t be overturned but it is irrelevant. The endless back and forth continues with Apple now having a ban on Samsung products but it lacks bite. The final ruling on Apple’s July 2011 complaint against Samsung has found that select Samsung products do infringe two patents. One is related to the user interface...
Capitulation often marks the bottom of the market. Acer has reported another set of rotten results and at the same time seems to be throwing in the towel on Windows 8. Acer looks to be prioritising products using Chrome and Android which it expects to grow 30% to become 10-12% of revenues in 2014. Acer...
If Apple can show infringement, it is in a much stronger position. Apple has had a good week. First the presidential veto of Samsung’s ITC imposed ban and now the turnover of the ITC dismissal of its patent assertion against Motorola Mobility. This case concerns two multi-touch patents that Apple can now assert once again...
Filling the app. store with amateur apps. will not fix the problem. Microsoft has launched Windows Phone App. Studio which is a web based editor for the creation of Windows Phone apps. There is no requirement to know how to write code meaning that anyone can now build a Windows Phone application. This casts the...
Google has to address Gingerbread to make a difference. Radio Free Research has indicated that while Android utterly dominates the market for smartphones, its parent Google only has access to one third of them. (see Mobile Software – iRobot page 20) This calculation is based on the number of Android devices that are Google compliant...
It may seem unfair, but the White House has done the technology industry and the patent system a favour. The White House’s decision to veto the ITC imposed trade injunction on Apple for infringement of Samsung’s patents comes as a big surprise. Historically, it is almost unheard of for the White House to veto an...
The Moto X completely misjudges the US consumer. Motorola formally launched the much leaked Moto X. Differentiation is the name of the game with a number of features that are very different from other devices. These include: Unusual form factor boasting 2,000 points of customisation that can be requested by the consumer. The device will...
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.
Dell Q2 – A long and weary road
Q2 results make a breakup inevitable. Dell reported difficult Q2 results as margins were sacrificed in order to cling onto market share. Q2 revenues / EPS were $14.51bn / $0.25 broadly in line with estimates at $14.18bn / $0.24. The one bright spot was revenues which came in ahead of expectations as PC sales fared...