Browsing Category

Devices

Wearables – Missing link

          Key to wearables still missing The wearables space is on fire today with talk of new devices from Fitbit as well as yet another potential...

Amazon – No Fire sale

          Expensive phone with no ecosystem does not make a hit. Amazon has launched its Fire smartphone but its cost and limitations will put a smile...

Nuance & Samsung – Private preference

          Nuance looks good for private equity not Samsung. Nuance is a provider of speech and language technology that is used by Apple in its Siri...

PCs – Two tides

          RFM continues to see the growth in the PC market in 2014E. Intel increased its Q2 guidance as end-of –life XP machines are being upgraded...

FireFox OS –A $25 dream

          $25 dollar smartphone is likely to remain slideware Mozilla is moving to fulfil the promise of an ultra-cheap smartphone but the outcome of this initiative...

Google – Real pie in the sky

          Skybox has great strategic value for Google. Google wastes vast amounts of money on frivolous expenses but the acquisition Skybox is one that actually makes...

E3 2014 –Two horse race

          Microsoft is on the back foot going into E3 2014. So far in the competition to be the leading next generation console, Sony has won...

Qualcomm vs. Ericsson – No sweat.

          Ericsson represents very little threat to Qualcomm or MediaTek. Ericsson’s handset radio chipset business is emerging from the ashes of two failed joint ventures to...

Amazon – Wrong dimension.

          Amazon is attacking the wrong end of the value chain. Amazon will hold an event in Seattle on 19th June to launch what is very...

Computex 2014 – New life

          The PC market is far from dead. It is just changing.   Computex has kicked off in Taiwan and this year, more than ever, it...