Home is a bad sign for the longer-term outlook. The final verdict on Facebook Home was brutally handed down yesterday with AT&T slashing the price of the HTC First from $99 to $0.99. With that one slash of the knife, AT&T has confirmed what everyone had already gathered; the Facebook phone is proving very unpopular....
Google is a bad choice. Apple would be a better fit. Marissa Mayer seems to want to get out of the company’s agreement with Microsoft and go instead with Google. It is not a big surprise that the relationship with Microsoft is not going well as the deal was frankly a messy alternative to acquisition....
The floundering challenge of ARM reduces pressure for Intel to do anything radical. Intel has announced the appointment of Brian Krzanich as CEO of Intel following the retirement of Paul Otellini. Mr Krzanich has been COO since January 2012 and is a 30 year veteran of Intel having started in 1982 as an engineer in...
The only winners are the lawyers. Yet another round of tit for tat was launched this week with the date of yet another trial being set for November 12th 2013. The purpose of this trial is to argue the value of the award that was set at the 2012 trial where Apple was awarded $1.049bn...
BlackBerry might be right but it is for the wrong reasons. During an interview connected during the launch of the Q10, BlackBerry CEO Torsten Heins mentioned that he saw a limited future for tablet computers. He thinks that in the future the market will polarise to large screens at home or office but smaller ones...
As good as it is, the latest video can only hope to start the conversation. Microsoft has launched a wonderful video to raise awareness of Windows Phone (see here). Salient observations from the video are as follows. This is not about Apple vs. Android. Android is not mentioned once. Its Apple vs. Samsung (through...
Integrating Leap Motion could give HPQ an edge in PCs. HPQ’s decision to integrate Leap Motion’s 3-D motion control into some of its devices offers potential for differentiation but there are hurdles to jump over. Leap Motion makes and sells a 80mm x 20mm x 12mm device that plugs into the USB port of a...
The payoff for investors is a fair one. Apple played its trump card to keep investors happy by announcing a large increase in cash returns following mediocre results. Q2A Consensus Macs 3.9m 4.1m iPhone 37.4m 35.4m iPad 19.5m 18.5m iPod 5.6m 6.0m Revenues $43.6bn $42.3bn Gross Margin 37.5% 38.5% EPS $10.09 $9.98 Source: Company...
Samsung is moving to take control of Android Samsung’s latest participation in the open source community shows: a) how fragmented Android is and b) how Google could easily lose control of Android. Android is offered to the open source community on the basis of the Apache licence. This means that when the product is shipped,...
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.
IPR – The Weakness of Essential (part iv)
The latest EU ruling weakens the case for using SEPs for protection. The strength of standard essential patents (SEP) has taken another hit as the EU has found that Motorola has been abusing its position as a SEP holder. SEPs are patents that have been used to implement a technology standard such as 3G or...