This new excursion into tablets and smartphones has all the hallmarks of the malaise that currently grips HPQ. Not content with blowing $1.2bn on attempting to enter the mobile market by acquiring Palm, it appears that HPQ is back for another whirl with Android tablets and smartphones. A Windows 8 tablet I can understand as...
I see the possibility that the whole deal collapses. Some investors seem to think that they have a right to benefit in the potential upside in Dell without taking any of the risk. Some of the existing shareholders are complaining that the valuation at $13.65 a share deal is too low and are holding out for something...
Hardware has made Samsung great but it must now repeat that success in software. Samsung’s great talent has always been hardware, but the company is now making attempts to change its stars. It is well established in the technology industry that hardware is becoming a commodity and that in the future, it is software where...
LTE has great promise but it is still very immature. Everyone seems very excited by the prospect of LTE and how much it will add to the mobile experience. However, just like last time, everyone has forgotten that it is a new technology and as such it is going to have teething problems. The first...
…master of none….yet! The Microsoft Surface Pro is out in the wild but it has yet to prove Steve Jobs wrong. Apple’s stance on hybrid products remains clear. A hybrid product can do multiple tasks but because of the compromises that are inherent to its design, it will never be able to do any of...
When privacy advocates realise they have to pay up, I suspect many will change their tune. Very few people, especially privacy advocates, seem to understand that there is no such thing as a free lunch. The general view seems to be that users are the customers of companies like Google and Facebook. In fact, its...
This deal is all about making money. Dell has announced that it is going private in a $24.4bn leveraged buyout where Michael Dell and Silver Lake will acquire the company. There are two possible reasons to go private. First. Dell needs peace and quiet away from the glaring eye and wild swings of Wall Street...
There is a market in Africa for the taking, but a $199 smartphone is not the device that will do it. Huawei and Microsoft have announced a joint initiative to bring smartphones to Africa with the launch of a device and the nurturing of application development. This is also being launched at the same time...
Samsung is eating away at Apple’s image but its fans are still not those with the purchasing power. The problem with being the coolest and the best is that there is only one way to go. It is a paradoxical part of human nature that when everyone has the newest, coolest product, it immediately becomes...
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.
Samsung Rex – King Cnut
Rex is not strong enough to hold back the tide of Asha. Samsung has renewed its assault on the forgotten 1bn with the launch of a new range of mid-range phones called Rex. There are three devices the Rex 60, 70, 80 and 90. The devices are all dual SIM (which Samsung actually does very...