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Devices

Lenovo Q1 17A – Heavy weather.

Reply to this post           I see opportunity but not without risk.  Lenovo is hanging on in the difficult markets that it serves, but I think...

Xiaomi – Reality check pt V.

Reply to this post           Falling revenues reduces valuation to $3.6bn (92% below last raise).  Xiaomi has slipped to number 3 in its home market which combined...

Google – From Russia with Love pt. II

Reply to this post           Russian ruling could have global implications.  Although the Russian complaint against Google is a sideshow compared to the EU, it could...

Samsung – Pick and mix

Reply to this post           I think the acquisition of Dacor is all about cross-device.  Samsung’s move to buy the high-end white goods maker, Dacor, looks...

Android security – Swiss cheese pt. III

Reply to this post           Security is just another reason to close Android down.  Another vulnerability has emerged that exposes over 900m Android devices to the...

LeEco – Join the dots

Reply to this post           LeEco looks more like Samsung than Apple.  LeEco is rapidly assembling the pieces that it needs to create a global digital...

Fitbit Q2 16A – Breathing space

Reply to this post           Fitbit has earned time to develop its ecosystem.  Fitbit reported good Q2 16A results as demand continues to be steady while...

Apple Q3 16A – High yield

Reply to this post           Apple as a bond is yielding 9.8%.  Apple reported better than expected Q3 16A results as the iPhone SE sold better...

Wearables – Wrong direction

Reply to this post           Precipitous decline underscores the problem.  It looks like demand for smartwatches has precipitously declined in Q2 16A, taking the overall outlook...

Huawei vs Samsung – Rivers of blood Pt III

Reply to this post           Huawei flat-line passes advantage to Samsung.  The first indications for the smartphone market in Q2 16A are pointing a loss of...