Browsing Category

Market Commentary

  • Home
  • Market Commentary

Huawei – Olive or thorns?

Huawei extends an olive or thorn branch? No one is sure what to make of Huawei’s offer to license its 5G technology to a Western (read American) player and I...

Uber – Hobson’s choice.

Neither option is very appealing. Uber is laying off anther 435 people as it struggles with the pressure to make money but at the same time making money will kill...

Apple – Ugly duckling.

Only software can make it a swan. The much-leaked iPhone 11 was launched to very little surprise and a form factor that only a mother could love. The huge square...

Softbank and WeWork – No Work

Softbank blinks after two heavy losses. With Uber down 28% and Lyft down 38% from their respective IPO prices, it looks like Softbank has finally figured out that fake it...

Apple – Non-event.

YouTube live stream is the biggest surprise. It is that time of year again (10th September, 10 am PT) and the biggest surprise is that the whole event will be...

WeWork IPO – Does not work.

I can’t see value even after a 58% cut in the valuation. Other than its cool factor, I struggle to see why WeWork is better than its biggest rival IWG,...

Artificial Intelligence – Dull delivers.

It’s the boring stuff that works. As the big ambitious moonshots crash and burn, it’s the smaller, simpler and deadly dull projects that are likely to see real success in...

Android 10 – Pointless innovation

Smartphones could be obsolete before this update is complete. Android 10 (Q) becomes available today but it could be as much as 7-10 years before all of Google’s Ecosystem devices...

Amazon Automotive – Stuck in the box

Alexa’s access to the vehicle is strictly limited. Amazon has grand plans for the vehicle but until it can convince OEMs of its benign intentions, Alexa will be a simple...

Autonomous Autos – Top heavy maths

Rapid replacement will not save the OEMs. Automakers who are expecting to avoid a collapse in vehicle demand because autonomous vehicles will be replaced more frequently are in for a...