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Devices

Motorola – Pointless cosmetics

          The Moto X completely misjudges the US consumer. Motorola formally launched the much leaked Moto X. Differentiation is the name of the game with a...

Windows RT – White Elephant

          Windows RT has no future. If only Microsoft could see that. The latest round of disclosures reveal what a disaster Windows RT is adding further...

Tablets – Google on top?

          Android now has huge share in tablets but is it really Google? The latest data on the tablet market shows that Android is now far...

Leap Motion – Desk draw candy

          Leap Motion has huge potential but this version is no more than a toy. The delayed Leap Motion controller is finally in the wild but...

Samsung Q2 – Sign of things to come.

          If the smartphone market fragments it will hurt Samsung’s margins. Samsung reported weak results and as expected it was the handset business that was mostly...

Apple Q3 – Middle Age Spread.

          These results have maturity written all over them. Apple reported Q3 results that beat expectations as iPhone shipments beat expectations by 20%. Q3A                Consensus Revenues                       ...

Apple – Maps and screens

          There is no point in acquiring Tom Tom. The wires have been alive for the last few days with the notion that Apple is on...

GOOG and MSFT – Dog days

          Google and Microsoft both had a difficult night.  Google Google reported results that missed expectations as price erosion hit revenues and investments worsened the situation...

Nokia Q2 – Hit and miss

          Light Q2 sets up potential for a bounce in Q3. Nokia missed revenue expectations but profitability improved to allow profits to come in ahead of...

Dell – Game of Chicken.

          Shareholders are playing a dangerous game in trying to force a higher price. Today is the day when shareholders must vote on the offer made...