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Samsung – Edge dancer pt. II

Reply to this post           I think Bixby will struggle against Google Assistant. Samsung has launched its offensive on the digital assistant market but I think...

LeEco – Electric millstone.

Reply to this post           I think, LeEco must exit automotive to survive. It looks very much like LeEco is giving up its grand plans for...

Spotify – Patience pays.

Reply to this post           I think shareholders will see more value by being patient. Spotify is closing in on finally doing a deal with the...

Amazon vs. Google – Homefront pt. II.

Reply to this post           Amazon is pre-emptively moving to keep Google out. Amazon is pulling out all of the stops to ensure that it is...

Yahoo – Earned asset

Reply to this post           This time Marissa has really earned her payoff. Following the sale of the Yahoo core business to Verizon, Marissa Mayer will...

Intel – Auto ambition

Reply to this post           Intel must break out of the mould that success has cast for it. The acquisition of Mobileye by Intel highlights both...

Autonomous autos – One of two.

Reply to this post           Regulations ease but liability remains. There are signs that the regulatory environment for autonomous driving is coming together but the thorny...

Intel vs. ARM – Juicy target.

Reply to this post           Intel’s 60%+ gross margins are a juicy target. To date, Intel has been able to brush aside any threat to its...

Android Security – Swiss cheese pt. V.

Reply to this post           Leaks look dated but still push Google towards proprietary Android. Even if Google could quickly fix the vulnerabilities in Android that...

Enterprise AI – IBM and Salesforce

Reply to this post           Microsoft to Facebook could be what IBM is to Salesforce. Salesforce and IBM have announced a wide ranging partnership which will...