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Google I/O 2015 – Elephant dodging

Reply to this post           Without distribution Google’s innovations have negative value. Google launched a whole raft of new innovations at its 2015 I/O developer conference...

Snapchat – Salad days.

Reply to this post           Snapchat very unlikely to escape the bubble bursting. If Evan Spiegel really thinks that the tech market is currently a bubble...

Firefox OS – Soggy matches.

Reply to this post           Ignite initiative has far to go before it catches fire. Mozilla has done a complete about face in ditching its cheap...

Google vs. Operators – Storm in a teacup.

Reply to this post           Rebellion against Google’s dominance likely to fail. Between them Google and Apple have the mobile operators in a tight grip. The...

Facebook and Nokia – Value in patience.

Reply to this post           Facebook deal underlines that it is too early to sell Here. It looks very likely that Facebook has already or is...

Twitter Q1 15A – 90 minute slip

Reply to this post           The core business of Twitter is looking mature. Twitter suffered a double blow as its investor relations website accidently disclosed weak...

Amazon Q1 15A– Silver lining

Reply to this post           Amazon Web Services outshines a dull earnings report Amazon Web Services (AWS) was the bright spot in a set of results...

Microsoft & Google– 2 for 2

Reply to this post           Strong US$ masks good fundamental developments. Microsoft and Google produced good results that were marred by the problems caused by the...

Facebook & Sony– Irrelevant variance

Reply to this post           Variances from expectations have little to do with fundamentals. Facebook reported results and Sony pre-announced results that differed from expectations but...

Yahoo! Q1 15A– The last rabbit

Reply to this post           Yahoo! Japan will be the last rabbit to distract the market. Yahoo! pulled its last rabbit out of the hat and...