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Network economy – Unicorns and donkeys

Reply to this post           I suspect many unicorns are actually donkeys in disguise. The unicorn is a mythical beast of extreme beauty and rarity but...

Facebook Q3 15A – Hidden dip

Reply to this post           I see a correction before Facebook fulfils its real potential. Facebook reported excellent Q3 15A results but the somewhat lacklustre response...

Google – Secret Squirrel

Reply to this post           Merging Chrome OS and Android is really about control. I suspect that the real aim of bringing Chrome OS and Android...

AAPL, TWTR, BABA – Mixed Bag

Reply to this post           Apple in line, Twitter miss and Alibaba beat. Apple reported a steady quarter while Twitter’s problems remain unresolved and Alibaba used...

Apple Music – Pandora’s box.

Reply to this post           I think Apple is going after radio more than streaming. Pandora reported bad Q3 15A results and guided weakly mostly as...

GOOG, MSFT & AMZN – Three for three.

Reply to this post           Three strong earnings reports but for very different reasons. Microsoft, Alphabet and Amazon all saw strong after-hours performance following their results...

Alphabet – All the wrong moves.

Reply to this post           I am increasingly troubled with the outlook for Google. The outlook is becoming increasingly uncertain as Google is running out of...

Yahoo! Q3 15A – Scratching for scraps

Reply to this post           The ecosystem is Yahoo!’s only chance at a turnaround. Another lacklustre set of results further underscores that Yahoo!’s inability to execute...

Apple Music – The power of default

Reply to this post           Pre-installation and default remain very powerful. The latest figures from Apple on its music service are better than I thought they...

Alibaba – Empire builder

Reply to this post           Those with resources now have a substantial advantage. Alibaba is moving to increase its grip on the Chinese market by bidding...