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Internet

Twitter – Perfect timing.

          Twitter is expensive but at least it is fairly governed. While Samsung has reported earnings that were broadly in line with expectations, the real interest...

Google Android – Number update.

          Google has to address Gingerbread to make a difference. Radio Free Research has indicated that while Android utterly dominates the market for smartphones, its parent...

FaceBook Q2 – Efficiency Engine.

          Great numbers but the bigger picture is missing. FaceBook reported strong Q2 results as monetisation of mobile traffic improved much better than anyone expected. Q2...

Google – King of data

          Google looks increasingly mature from here. The key to monetisation of the internet is user data and Google has this in spades. A recent study...

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...

Yahoo! Q2 – The long haul.

          Yahoo! has a lot going for it but it will be some time before it shows in the numbers. Yahoo! reported Q2 results that were hindered by...

Baidu – Long road ahead.

          The acquisition of 91 Wireless is just one of a series of acquisitions that must happen.  Baidu has announced that it will acquire a 91...

Privacy – Same boat.

          Microsoft has taken the most heat from the latest revelations but it looks like everyone is in the same boat.   The latest revelations reveal...

Intel TV – Crux not fixed.

          Intel has nothing to make a splash in over-the-top (OTT) internet TV. Intel has already confirmed that it is working on an internet television platform...

Line – The young contender.

          Line is making its bid for the big time. Line is a competitor to WhatsApp and other IM applications that differentiates itself by allowing users...