With Apple running roughshod over all and sundry in the mobile and tablet space one has to wonder what comes next. Despite the coolest looking computers, Apple has not really made much impact in terms of market share and as the company continually implies that the PC is dead, one would not expect it to....
RIMM reported better than expected Q1 results driving the shares up 20% but even a dead cat will bounce if dropped from a high enough altitude. Q1 Revenues and EPS were $2.87bn / LOSS $0.45 compared to consensus at $2.47bn / LOSS $0.68. (includes restructuring). ASPs were also strong at $229 compared to...
One of the hottest areas in emerging technology at the moment is the scramble to provide content and services to what has become known as the second screen. Surveys from Nielsen and Yahoo have shown that more than 80% of people also interact with a smartphone or a tablet while they are watching...
Every eco-system has a gate keeper and unless one can get past he, she or it, there is no point whatsoever in developing an application. This is why there is no point whatsoever in Google developing its mapping application for iOS6. Rumours are abound that Google is working on an application for both...
The latest Asha devices have attracted very little attention but they could be the very thing that keeps the wolf from the door as Nokia struggles to make something from Windows Phone. The new phones launched (308 and 309) are interesting as they are good enough for the low end of the smartphone...
The volumes look like they have been the strongest ever at 10m in the opening weekend but don’t forget that the user base is at its biggest and there has been substantial pent up demand. I am being mean. Despite the nay-sayers, its still the best launch of any device in Apple’s history...
The ARM vs Intel battle and well understood but has become somewhat quiet in recent months as benchmarks have shown that Intel has closed a good portion of the gap on ARM with its Medfield processor. A number of handset companies have been convinced to have a crack at making Android phones based...
Samsung has been thoroughly defeated in the courtroom but in reality, Apple has achieved very little. The object of the exercise is to stop Samsung from making money from its innovations but last time I checked Samsung is still churning out Galaxy SIII’s and the Galaxy Note by the million. Neither of these...
There has been much ado made of the fact that pre-orders for the new iPhone 5 have sold out 20 times faster than the iPhone 4S. However no one has asked the question: How many iPhone 5s does Apple have on hand to ship on September 21st? If that number is much lower...
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.
