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...
Malware has long been known to plague Android but things appear to be getting worse. Single pieces of malware that cause problems on devices are one thing, but the existence of a botnet implies a systemic, controlled and criminal system to exploit users of Android devices. Evidence has been uncovered that points strongly towards at...
BlackBerry 10 hopes to sell itself on a feature that so far has not worked for Microsoft. Despite being snubbed by the marketing department, I think Blackberry 10 has merit and a fighting chance. At global events in New York, Toronto, London, Dubai (to which I was unable to attend), Paris, Johannesburg, Jakarta and Delhi,...
There is no rhyme or reason in the valuation of this company. Amazon reported disappointing results but still managed to rise 10% in after-hours trading as the bulls dug deep to find justification. Q4 Revenues / EPS were $21.3bn / $0.21 compared to estimates of $22.2bn / $0.27. Guidance was also weak with Q1 revenues...
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...
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...
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...
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.
Apple vs. Samsung – Who’s the daddy now?
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...