PC makers and Microsoft – Conflict Surfaces

          Microsoft’s relationship with its partners has never been worse. For the last 10 years when Microsoft’s has dabbled in hardware, its partners have watched it with a wary eye but the Surface was a game changer. This was admitted in the open for the first time by Meg Whitman at the HPQ analyst day. “Outright...

Samsung Round – Pointless can sell

          It is pointless but that does not matter. Samsung has finally launched a curved display device. It is the Samsung Galaxy Round which has a 5.7” AMOLED display with a very slight concave shape. It also has a 13MP camera, 1920×1080 resolution, a 2.3Ghz processor and is 7.9mm thin. As a result of the curved...

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Broadcast TV – Lucky lifeline

          Social media could be the saviour of the broadcast industry. I have been very hard on the broadcast TV industry (see here) in assuming that that it will remain in denial while Internet TV destroys its business. However, fortune seems to have thrown the industry a lifeline that may give it time to awaken from...

Microsoft and HTC – Lip service

          Other handset makers will only pay lip service to Microsoft. The wires are alive with the idea that Microsoft is begging HTC to resume making Windows Phones but I am sure the reality is quite different. Bloomberg is reporting that Microsoft has held discussions with HTC with regards to its failure to launch a Windows...

Twitter – Perfect timing.

          Twitter is expensive but at least it is fairly governed. While Samsung has reported earnings that were broadly in line with expectations, the real interest is around the filing of Twitter’s S-1. The pre-IPO document reveals that the company is seeking to raise around $1bn at a valuation of $12.4bn (22.4x EV/Sales on RFM estimate...

Wireless Charging – Usual muddle

          From a muddle of three standards one should emerge. Wireless charging is a great accessory to have but high cost and standard fragmentation are so far preventing it from really establishing itself. There are three competing standard bodies; the Power Mat Alliance (PWA), the Wireless Power Consortium (WPC) that promotes the Qi standard and the...

Sony Mobile – The last samurai

          Sony Mobile is nothing if not brave. Sony Mobile has ambitious plans for 2013 but now Sony Mobile is looking to push those even further in 2014. Sony is currently expecting to ship 42m devices (4.4% market share) in 2013, which even I think may be a stretch. I am forecasting a much more conservative...

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Samsung – Device advantage

          Samsung is using its control of  the device to its best advantage. Samsung’s strategy to move into software and services is starting to bear fruit as it ChatOn IM service has broken the magic 100m user number. This number has doubled in the last four months and is showing particular strength in China, India and...

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Mobile Developers – Still no number 3.

          Windows Phone is still shunned by developers. The latest data from appcelerator shows a worrying trend. While everyone seems to want a third ecosystem to emerge, the developers don’t seem to care which makes it more difficult to convince users to take-up something different. All developers care about is getting paid which is why iPhone...

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Windows RT – The last shoe

          The last shoe has dropped on Windows RT. Only Microsoft is left. Samsung, Lenovo, Asustek, Acer and now finally Dell have all discontinued their Windows RT devices. As of today the Dell XPS10 is no longer listed on its website and the company carefully steers visitors towards the Latitude 10 which runs full Windows 8...