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Microsoft – S for school.

Reply to this post           Windows 10 S great for schools but not for the Surface Laptop.   For the education of children, Windows 10 S...

Facebook Q1 17 – Sleeping policeman

Reply to this post           Facebook’s growth story hits a temporary bump for 2017. Facebook reported good results but once again tried to temper enthusiasm with...

Apple FQ2 17– New normal

Reply to this post           These days, Apple looks like an industrial.  Apple reported reasonable results and in increasing both the dividend and the share buy-back...

Wearables – Holding pattern

Reply to this post           Wearables are sitting in a holding pattern.  Amazon, eBay and Google (Maps) have ceased supporting their apps on the Apple Watch,...

Apple vs. Qualcomm – Proxy war

Reply to this post           Apple’s intransigence plays into Qualcomm’s hands.  Qualcomm has been forced to adjust its guidance for the coming quarter after being informed...

MSFT / GOOG / AMZN – Law of large numbers.

Reply to this post           The big guys get bigger.  Microsoft Microsoft reported slightly disappointing results where the ageing Surface Pro line slightly marred another superb...

Samsung Q1 17 – Roaring 40s

Reply to this post           Semis is a powerhouse with growth and margins in the 40s.   Samsung reported a superb set of results driven largely...

Yahoo – Fair fee.

Reply to this post           I don’t begrudge Marissa her 5% payoff. While it appears that Marissa Mayer is being paid $200m for years of failure,...

Juicero – Cautionary tale.

Reply to this post           A cautionary tale for budding entrepreneurs. While Juicero is no Theranos, it has got itself into a life-threatening mess that I...

Microsoft – An Office education.

Reply to this post           Office in education sets up the future. While the education segment is still relatively small when it comes to computing, the...