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,...
Google looks steady while Microsoft continues to chase its own tail. Sift through the details of Google and Microsoft’s earnings announcements and you will see clear signs of the old and the new. How consumers interact with machines and the internet is radically changing and Microsoft is struggling to remain relevant in that segment. Google...
Danger has been a superb acquisition for Microsoft. Microsoft’s acquisition of Danger (11th February 2008) has been described as a classic M&A failure with some $400m going up in smoke but I have long believed that it was the patents that Microsoft was after. The business and the people have long since withered away but...
Difficult results in display advertising mask the potential. Yahoo! reported disappointing results as display advertising continued to decline despite the remedial actions put in place by the new team. Q1 Revenues / EPS were $1.07bn / $0.35 compared to consensus at $1.10bn / $0.25. Better expense control was the main reason for the EPS...
App based gaming remains the future of this critical segment. Say what you like about games but nearly one third of all time spent on smartphones is still spent playing games. Gaming is alive and well but it is rapidly shedding the genre of social gaming and returning to its roots in applications With...
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 – Don’t be Greedy
Those holding out for $15 may be disappointed. The exit of Blackstone has little to do with PC forecasts and everything to do with a bidding war that was increasingly likely to end in disaster. I suspect that Blackstone realised that paying “more than $14.25” was effectively giving shareholders a far better return than they...