Reply to this post Smartwatches and wearables remain in Limbo. Tag Heuer, Intel and Google have launched the Tag Heuer Connected smartwatch at an event...
Reply to this post Google is trying to stop others from writing Android code. I think that Google’s latest blogs and changes to some of...
Reply to this post The end of the iPhone 6 product cycle is normal and expected. It is starting to appear that the iPhone 6s...
Reply to this post Africa should help volumes but not margins. Moving into Africa might help Xiaomi’s volume shipments but margins are going to remain...
Reply to this post Short-term progress at the expense of the long-term. . Sony reported Q2 15A results that beat expectations but I think that...
Reply to this post Samsung is starting to look more like a mature, grown up company. Samsung reported reasonable Q3 15A results as the semiconductor...
Reply to this post Apple in line, Twitter miss and Alibaba beat. Apple reported a steady quarter while Twitter’s problems remain unresolved and Alibaba used...
Reply to this post Intel has still not weaned itself off PCs and data centres. Intel reported reasonable Q3 15A results as the data centre,...
Reply to this post Taking on Dell’s PCs is an exciting but risky proposition. While all the focus is on Dell’s proposed purchase of EMC,...
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.
Lenovo Q2 16A – Storm rider
Reply to this post Lenovo is nicely weathering both the PC storm and its restructuring. Lenovo reported Q2 16A results that beat expectations but still...