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Devices

Moto E – Last of the line

          Google has deep pockets. Lenovo does not. The Moto E is a triumph for the consumer offering more smartphone than ever for the dollar. However,...

Mobile devices – Static signs

          Look to the ecosystem to find growth. Samsung has sold 10m Samsung Galaxy S5 in the first 25 days from launch (Korea Economic Daily) which...

Microsoft – Hopes Surface

          The Surface-mini needs to be on WP8.1 not RT. Microsoft is holding an event on May 20th where it is expected that the latest additions...

Apple – On the beat

          Beats signals the need to buy not build. Apple is thought to be in advanced talks to buy Beats Audio for $3.2bn. Beats Audio is...

Nintendo – Edge of darkness

          Nintendo’s intransigence could be fatal. Nintendo reported another dreadful set of results as it missed its own forecasts made just three months ago. Q4 14A...

Apple vs Samsung – Erratum and update.

          Adjusting view for error regarding wilful infringement. Yesterday’s note (see here) was incorrect in its statement that no finding of wilful infringement had been found...

Apple vs. Samsung – Pyrrhic victory.

          Victory costs Apple most of the value of its IP. Apple has won a finding of infringement by some of Samsung’s products but has been...

Microsoft / Nokia – Quick Win

          Synergies will be pretty easy to achieve. With the Chinese finally signing off on the deal, Microsoft has finally managed to close its purchase of...

Microsoft Q3 – Groundwork

          The foundations of something better are being laid. Microsoft reported good results as cloud and corporate helped offset the ongoing weakness in PCs.   Fiscal...

Apple and Facebook – 2 for 2

          Apple and Facebook raise hopes after Google. Apple Apple reported good results as iPhones shipped in much better volumes than expected. The increased dividend and...