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Devices

Softbank & ARM – We’ll be back!

Reply to this post           I think ARM could return to the market in 5 to 10 years.  SoftBank and ARM have announced that SoftBank will...

Apple – Replacement problem.

Reply to this post           The iPhone 6 is so good; it does not need replacing.  The summer season of speculation, rumour and leaks of what...

YunOS – Cloudy days.

Reply to this post           YunOS has volume but engagement is less certain. To make a real splash, YunOS needs to carry Alibaba’s Digital Life services,...

Facebook – Internet.cash.

Reply to this post           Connecting the next 4bn is about making money.  Facebook has entered the next stage of its strategy to connect the next...

Samsung Q2 16E – Galaxy cycle.

Reply to this post           A classic cycle will drive earnings for a few more quarters. Another solid set of numbers point to a nice confluence...

Microsoft – Close call

Reply to this post           Microsoft needs 200m corporate upgrades to make its 1bn target  Microsoft is just over 1/3rd of the way to its goal...

Autonomous Autos – Fatal flaw

Reply to this post           First fatality underlines how long this is really going to take.  A fatal accident in Florida involving a Tesla Model S...

Facebook & HTC – Collateral Damage. Pt II.

Reply to this post           Oculus is back on the HTC Vive, but it won’t save HTC. Oculus Rift apps are once again running on the...

Apple WWDC – Developer love.

Reply to this post           Developers are only increasing in their importance to Apple. Apple’s WWDC conference showcased a lot of catch-up upgrades, a serious nod...

Flexible displays – Press cycle

Reply to this post           Flexible screens back for another press cycle.   With the success of the Samsung Galaxy Edge, it looks like Samsung is...