Lenovo Q2 16A – Storm rider
Reply to this post Lenovo is nicely weathering both the PC storm and its restructuring. Lenovo reported Q2 16A results...
Yahoo! – Admission of defeat
Reply to this post Calling in McKinsey is very unlikely to help. Yahoo! has called in McKinsey to help it...
Network economy – Unicorns and donkeys
Reply to this post I suspect many unicorns are actually donkeys in disguise. The unicorn is a mythical beast of...
Android Wear – Wearing thin Pt III
Reply to this post Smartwatches and wearables remain in Limbo. Tag Heuer, Intel and Google have launched the Tag Heuer...
Activision Blizzard – Game on!
Reply to this post Activision must integrate to do what King cannot. Activision’s acquisition of King has very little to...
Google – All about control
Reply to this post Google is trying to stop others from writing Android code. I think that Google’s latest blogs...
Facebook Q3 15A – Hidden dip
Reply to this post I see a correction before Facebook fulfils its real potential. Facebook reported excellent Q3 15A results...
Apple – Cycle economics
Reply to this post The end of the iPhone 6 product cycle is normal and expected. It is starting to...
Xiaomi – African safari
Reply to this post Africa should help volumes but not margins. Moving into Africa might help Xiaomi’s volume shipments but...
Microsoft & Google – Developer dilemma.