Google – Toothless in Europe pt. III.
Misleading rebuttal that Google did not need to make. Google has responded with dismay to the EU’s decision announced on the 8th of July but...
Microsoft FQ4 18 – All enterprise
There is no real return to the consumer. Microsoft reported a great finish to its 2018 fiscal year as its enterprise business went from strength...
Google – Toothless in Europe pt. II.
EU fails to demand the one remedy that could make a difference. The EU has fined Google a record €4.34 ($5.03bn) for three practices that...
Essential – Price signal.
Yet another signal that the end is nigh. Its Amazon Prime day and one of the biggest discounts that are available is on the Essential...
Amazon – Whoops apocalypse
Networking industry is collateral damage. Amazon’s potential move into the networking space has very little to do with addressing a $14bn market and everything to...
Cable TV – Sword of Damocles pt. VI.
Emmy Nominations again signal the death of cable TV. The 2018 Emmy nominations (see here) are out and for the first time, it is one...
Magic Leap – The reality gap.
Magic Leap’s developer video reveals the chasm between promise and reality In its latest video (see here), Magic Leap has demonstrated some of the basic...
Apple – Psychotherapy.
Giannandrea needs to heal Siri’s split mind. • Apple has put John Giannandrea exactly where he belongs where, in my opinion, his first task will...
Microsoft – Office politics.
A device whose sole aim is to advance the adoption of Office. Microsoft has launched a new device in the Surface line called the Surface...
About Me
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Alphabet Q2 18 – Fine? What fine?