Things are so bad at Sharp that it may have to ask the Japanese state to bail it out when its $2.5bn of convertible bonds fall due next year. This is not new news to anyone as Sharp raised concerns about its status as a going concern when it reported its most recent results on...
The punch-up over standard essential patents continues. This time the focus has moved to the Western District of Wisconsin where Motorola and Apple are slugging it out. Here Apple stands accused of infringing Motorola’s standard essential patents without taking a licence. On Monday 5th November, there will be a hearing to decide the FRAND rate...
Microsoft officially launched Windows Phone 8 at its event in San Francisco yesterday with the main question remaining: is anyone actually going to buy it? With Nokia, Samsung and HTC all having launched devices, the software has already been widely displayed but a few new things emerged that should serve to enhance the user experience....
Windows 8 launches tomorrow, doubtless to much fanfare, but will the users be interested? No one has any confidence in the ability of this new OS to stimulate a pickup in PC sales and share prices are indicating that there will not be one. A lot of this depends on the reception of Windows on...
Those predicting the demise of the HDD need to think again. The idea has long been that the superior performance of a solid state disk drive (SSD) combined with its lower power consumption would push the hard disk drive into obsolescence but it hasn’t happened. The more that time goes by, the less likely this...
The technology sector had a horrible week last week with bad results from all of the bellwethers and benchmark indices that fell around 4% in the last 4 sessions of the week. This was pretty much across the board from PC makers to semiconductor companies to software and internet companies. The message is clear: The...
Many have derided Google for its mishap in releasing its Q3 results early but it seems to me that real mistake has been the $12.5bn acquisition of Motorola Mobility Whichever way you slice the cake, Google has delivered nothing from this acquisition for shareholders. The thumping $527m Q3 12 EBIT loss (of which $376 is...
The notion of a tablet that costs $100 may sound exciting but those that rush out to purchase the device are likely to quickly discover that you get what you pay for. (i.e. not much) Details of a Nexus tablet from Google at $99 have continually surfaced from Asia which combined with Google’s event scheduled...
Q3 reporting got underway last night with both bellwethers IBM and Intel reporting Q3 results. Both sets of results were disappointing and both fell after hours. This was compounded by a failure to beat guidance by cloud computing vendor Fortinet which cost the stock a mere 18%. This sets the scene for a very poor...
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.
Windows 8– A sedate frenzy
It has not been a mad rush nor a scrum down but there has been more interest in Windows 8 (especially the Surface) than the initial reviews would have led me to believe. Furthermore, those that have got their hands on one and played around with it for the weekend have found it to be...