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Devices

Apple and Microsoft – Silver linings.

Reply to this post           The iPad Plus could help Microsoft more than it hinders it. Apple’s launch of the iPad Plus might just create the...

Fitbit – Market timing.

Reply to this post           Perfect timing gives Fitbit its best chance of making it. Wearables maker Fitbit has timed the market perfectly, in announcing that...

Sony FY 15A – Expectations management.

Reply to this post           Hirai gives himself some breathing space for FY16E. Sony reported FY 15A results that were in line with revised expectations but...

Google – Law of small numbers.

Reply to this post           Google must take control of software distribution. The headlines are touting 80% growth in share for Android 5.0 (Lollipop) but that...

Samsung Q1 15A – Pointless gimmicks pay

Reply to this post           The pointless curved screen should generate some EBIT. Samsung reported its full Q1 15A results that revealed a better performance in...

Microsoft Build – The great trade off

Reply to this post           One thing at Build 2015 really stood out. Microsoft launched its Build 2015 developer conference with a plethora of announcements but...

Apple Q2 15A– The mighty cycle

Reply to this post           iPhone replacement drives big Q2 15A results. Apple reported excellent Q2 15A results as the iPhone replacement cycle has remained strong....

Microsoft & Google– 2 for 2

Reply to this post           Strong US$ masks good fundamental developments. Microsoft and Google produced good results that were marred by the problems caused by the...

Samsung, QCOM & TSMC – Win Win Lose

Reply to this post           Qualcomm and Samsung get one over TSMC. Despite losing out to Samsung’s in house Exynos apps processor in the Galaxy s6,...

Xiaomi – Hardware heaven?

Reply to this post           Right strategy but where is the money? Xiaomi has exactly the right strategy to develop a thriving ecosystem of its own...