Reply to this post Amazon gets the best of it for now. Amazon looks to be the main beneficiary of the co-operation between Amazon and Microsoft which will see Alexa offer access to Cortana and vice-a-versa. Amazon and Microsoft are working on a co-operation where Windows 10 users will be able to get Cortana to...
Reply to this post Clever devices are useless without volume. Behind the carefully orchestrated event was a series of strategies aimed at driving penetration of devices which to date have been very disappointing. Google made up for slightly below par hardware by maximising its leadership in AI to provide best in class functionality as well...
Reply to this post Apple is 577x better at software upgrades. Both Android 8.0 Oreo and iOS11 have been available for a few weeks and has highlighted, once again, how bad the situation in Android. I continue to believe this has a fundamental impact on the Android user experience, loyalty and monetisation. Data from android.developer.com...
Reply to this post Ola has one chance to turn the tables on Uber. Ola has secured $2bn in funding from Softbank and Tencent which it must immediately put to good work if it is to wrest the advantage from Uber in India. I think that this is an excellent time for Ola to receive...
Reply to this post Not convinced Dyson has what it takes. Vacuum cleaner maker Dyson has announced that it will be producing an electric vehicle that has more hallmarks of the Sinclair C5 than the Model S. Dyson intends to produce a fully electric vehicle by 2020 which will feature: First: Solid state batteries. This...
Reply to this post Face ID will make or break this device. I have long believed that this year’s iPhone offerings will not trigger a super cycle of replacement but with a lukewarm reception for the iPhone 8 is likely to mean that it is up to the iPhone X to drive Apple’s bottom line...
Reply to this post Amazon goes better, smaller cheaper. Amazon has raised the bar in the digital assistants battle right before Google’s hardware event on 4th October with an update to the Amazon Echo home speaker and a big upgrade to the user experience. Amazon has launched two new speakers to replace the Amazon Echo,...
Reply to this post Even Oculus doesn’t believe the hype. Oculus has sent the surest signal yet that all is not well with virtual reality (VR) in a move that can only be interpreted as an admission that VR is far from being able to live up to the expectations that have been set for...
Reply to this post Amazon goes for the jugular. Amazon is not content just to let its rivals gift it the Indian market through their own bad decisions but is going for the jugular by opening up a second front in bricks and mortar retail. Amazon is buying a 5% stake in Shoppers Stop for...
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.
Microsoft – Blue Squares of Death.
Reply to this post Google is the big winner from Windows Phone’s demise. Microsoft has admitted that Windows 10 on mobile is no longer a focus finally putting to bed any hope (however tiny) that Android handset makers had to escape from Google’s clutches. Their only hope now is that the EU forces Google to...