IFA owes its new found importance to its timing. The IFA trade show kicks off tomorrow in Berlin and its timing right before Apple’s event on September 10th has made it the place to launch new products. Consequently, Samsung is holding another unboxed event where it is widely expected that the company will launch...
Nokia shareholders are the big winners. Nokia and Microsoft have announced that Nokia will sell its Device and Services to Microsoft for E5.44bn. Key Points are: Microsoft will pay E3.79bn (0.2x EV/Sales) for the smartphone and featurephone businesses and E1.65bn for a 10-year patent license. Critically the patent portfolio will remain with Nokia but...
Gone to the desert – Back Sept 2nd
It’s a sell-out but for the wrong reason. The first version of the Firefox OS device, “The Open” by ZTE, appears to have sold out in both the UK and the US. The budget smartphone was selling for £60 in the UK and $80 in the US will now not be available until the next...
WP is still a small pond but it has potential. The latest data indicates that Nokia is making progress in smartphones. Its slow progress but progress none the less. A recent report by AdDuplex group indicates that Nokia’s share of the Windows Phone platform has grown to 86.9%. More importantly sales figures have shown that...
LG’s new tablet is likely to be a license to lose money. It appears that one disaster and the travails of almost all of its peers is not enough to dissuade LG from launching another tablet. The forthcoming G-Tab with an 8.3” screen, a 1920×1200 display and a Qualcomm Snapdragon 800 chipset is expected to...
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...
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...
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.
HPQ Q3 – Home to roost
The fundamental flaw in HPQ is laid bare. Things have been looking better at HPQ in terms of corporate governance and cost control but Q3 results show that it is time to address the real problem: The PC business. Q3 revenues / EPS were in line at $27.2bn / $0.86 compared to forecasts of $27.3bn...