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Devices

Nintendo – The thin red line.

          The 3DS gives Nintendo some time but it must act now. Given, its awful performance to date, Nintendo’s results surprised me but they do nothing...

Sony – Dare to be different.

          Sony must still control the experience on PCs if it sells. While all the attention is on Microsoft, it appears that Sony is looking to...

Microsoft – Myopic Machinations

          The opportunity is at risk from taking the easy option. The naming of Satya Nadella as the next CEO could cause some wild gyrations in...

Google Lenovo – The bigger picture.

          Google is taking big steps to bring Android to maturity. Selling Motorola Mobility is a further step by Google to mature its ecosystem from the...

Apple Q2 – Service with a smile.

          Services are what really matters for long term profitability. Apple reported disappointing Q2 results as it missed iPhone shipments which cast a pall over the...

Samsung – Home on the range.

          The value is there but Samsung is driven by earnings. Samsung’s Q4 was in line with estimates but I am getting increasingly concerned with its...

Microsoft Q2– The Good and the Bad

          Software looks strong but Nokia smartphones had a shocker. While Microsoft reported excellent results, the Nokia smartphone business looks to have suffered badly.   The...

Nintendo – Nadir of fortunes

          There is worse to come for Nintendo. Nintendo issued a horrible profit warning on Friday and held a sanguine press conference but there is still...

NTT DoCoMo / Tizen – Spectre of Bit Pipe

          NTT DoCoMo must succeed where everyone else has failed. NTT DoCoMo now faces one of the greatest challenges in its history as it too, is...

Intel Q4 – A later tide.

          The tide is not going to turn on PCs until Q3 14. Intel reported Q4 results that met expectations but cautious commentary on the enterprise...