SoftBank & Arm – All the stops pt. III
SoftBank is making things difficult. The final details of Arm’s IPO have now been made clear with SoftBank cutting back on the price in a...
Huawei – 5G debate
Still no hard evidence of 5G. Huawei is now more of a political pawn than ever as its claimed accomplishments are more about demonstrating that...
Broadcom, Intel & Dell – Enterprise in charge
Smartphones continue to languish. Results from players in both the enterprise and consumer space indicate that while the consumer sector remains difficult, enterprise demand appears...
Chatbots – Galloping obsolescence
Alexa, Google Assistant et al have no value. After many years of wrangling, there is finally a smart speaker in the market that supports both...
Huawei – 5G non-starter pt. II
No 5G here. Huawei has released its latest flagship product but its hesitancy to disclose the details of the components that it is using highlights...
OpenAI – ChatGPT Enterprise
The feature is the bug. ChatGPT Enterprise looks like a marketing gimmick to make money rather than a serious attempt to offer generative AI services...
The Metaverse – Business as usual
The Metaverse is chugging along. 12 months is a long time in the technology sector, and while no one is interested in the Metaverse anymore,...
Nvidia & Peloton – Chalk and cheese
Two very different sets of results. Nvidia Q2 2023 – As good as it gets. Despite results that substantially beat expectations, the shares jumped much...
Artificial Intelligence – Broken business
The business model is already broken. Generative AI start-ups are busily raising money at ludicrous valuations based on the idea that they will be able...
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.
China vs. USA – 7nm debate