Reply to this post Back to front strategy of Surface Phone looks sure to fail. Mobile phones are a bit of a blank spot for...
Reply to this post I think Apple earns between 64%-68% of industry profits, not 91%. I believe the notion that Apple makes almost all the...
Reply to this post There are no Greeks hiding in the wooden horse of Harman. Samsung’s acquisition of Harman is about increasing its penetration of...
Reply to this post I see acquisition as the endgame for both players. GoPro and Fitbit have both been hit again by the simple fact...
Reply to this post Huawei and Xiaomi need a deal with the BATmen. The rise of Vivo and Oppo in China against incumbents Huawei and...
Reply to this post Margin pressure from product mix is not a problem. Apple reported results that broadly met expectations although slight weakness in profitability...
Reply to this post Still, no one knows why they should buy one. Apple Watch 2 has failed to revive the flagging smartwatch market in...
Reply to this post Qualcomm thrashes Intel but not where it really matters. It appears that Qualcomm has once again demonstrated superiority over its peers...
Reply to this post LeEco’s real disruption is price. LeEco launched its assault upon the US market with a glitzy but confusing press event where...
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.
Amazon vs. Google – Open goal
Reply to this post Amazon Echo opens a market for Google Home to dominate. The Amazon Echo has sold reasonably well but I think that...