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...
Reply to this post Enterprise remains the focus. At Microsoft’s developer conference, it continued to emphasise its move away from being a platform for the...
Reply to this post Cloud and mobile drive 3 for 3. Alphabet Q4 16. Alphabet reported excellent results driven once again by mobile advertising but...
Reply to this post YunOS has volume but engagement is less certain. To make a real splash, YunOS needs to carry Alibaba’s Digital Life services,...
Reply to this post Palantir’s silence will only make matters worse. Palantir is a very secretive company but the recent negative press raises valid points...
Reply to this post Both companies being driven by new businesses. Amazon Q1 16A. Amazon reported mighty results as Amazon Web Services (AWS) grew by...
Reply to this post Triple whammy benefit no longer held up by software? Intel finally has a credible challenger in the server market as Qualcomm...
Reply to this post Amazon Web Services outshines a dull earnings report Amazon Web Services (AWS) was the bright spot in a set of results...
Reply to this post Apple is moving to fix the basics of iCloud to ensure its future. Apple appears to be intent on improving the...
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.
Amazon – Size 12s
Reply to this post Amazon is stomping on Microsoft’s patch. With the launch of Alexa for Business, Amazon is stomping with its size 12s...