Yahoo! currently lacks the assets but has the users to be a viable ecosystem. Yahoo has completed its first full quarter with Marissa A Mayer at the helm and there are signs of green shoots. Q4 results were good with revenues / EPS at $1.22bn / $0.32 compared to expectations of $1.21bn / $0.28 as...
Building a spanking HQ new is a sure sign of future underperformance. It looks very much as if Google is about to commit the cardinal sin of blowing $1bn from which shareholders have no chance of seeing a return. Google’s UK HQ is currently comfortably housed in rented offices close to Victoria station but it...
If Apple was a bond, I would be buying every scrap I could get my hands on. Apple reported disappointing results as the woes that have plagued the rest of the tech sector are coming home to roost. Q1 revenues and EPS were $54.54bn / $13.81 compared to estimates of $54.88bn / $13.53. Cash balance...
A nice set of numbers are obscuring the indelible stain of a company beginning to be run for the benefit of employees over shareholders. Google reported in -line Q4 numbers as advertising revenues rose for the traditional Q4 push to consumers. The shares experienced what I would consider to be a relief rally as the...
RIMM must hold onto hardware if BlackBerry 10 is to have a chance of being a viable ecosystem. The big event is next Wednesday (30th Jan 2013), but already the essence of what will be announced has been leaked. The bottom line is that BlackBerry’s new OS 10 is a vast improvement on the old...
Anyone who is trying to make money from selling Android devices will be looking at the Google Nexus 4 by LGE with horror. This new Android device has supreme specifications but is being offered at 70% of the price of similarly specified rivals. The device has a 4.7 inch screen, 2GB RAM, 1.5Ghz quad core...
Ultra HD looks great on the stands and in the shops but the dimensions of the living room are likely to mean that it will fail. It is the all the rage and I have to admit that when I saw it for real, I was impressed. However, what I failed to notice was that...
New best friends Baidu and Orange look to be going on a land grab in emerging markets starting with the Middle East and North Africa. The benefits of this partnership as I see it are subscribers for Orange and internet traffic for Baidu. The co-operation revolves around a mobile optimised browser called El Browzer...
Facebook’s new graph search function is so unambitious that no one is going to get the wrong end of the stick. Instead of a leap into the unknown, Facebook’s new search product does little more than optimise the asset that the company already has. Facebook Graph Search is a new function that allows users to...
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 – Privacy please
Dell’s mooted move to become private looks to be about peace and quiet rather than desperation. Dell is certainly at a cross roads but it is very far from being in dire straits. Last time I checked, it had some $14bn in cash and $1.3bn in positive cash flow in the last quarter meaning that...