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Components

Qualcomm FQ3 17 – Strong stomach

Reply to this post           Qualcomm has the stomach for a fight. Despite the seemingly challenging situation the company is currently experiencing, I think the company...

Samsung Q2 17A – Just chipper.

Reply to this post           Samsung heading for No. 1. A truly mighty performance from Samsung puts it well on track to promoted to being the...

Smartphone hardware – Sticky fingers.

Reply to this post           Fingerprint sensors define the market this year. The problem with covering the whole of the front of a smartphone with glass...

ARM vs. Intel – Pause for thought.

Reply to this post           Intel shoots at Asia rather than at home. With another attempt to replace Intel chips in PCs on the cards, Intel...

ARM vs. Intel – Silver bullet pt. II

Reply to this post           Implementation and performance will be everything. The second lap of trying to get Windows to work on ARM processors is in...

Samsung Q1 17 – Roaring 40s

Reply to this post           Semis is a powerhouse with growth and margins in the 40s.   Samsung reported a superb set of results driven largely...

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...

ARM vs. Intel – Silver bullet?

Reply to this post           Last time it was software. This time its emulators  Qualcomm and Microsoft have announced that Windows is once again coming to...

Lenovo – All mod cons

Reply to this post           Motorola is the only one with a chance of succeeding with modularity.  Lenovo’s Motorola is increasing its commitment to its modular...

Samsung – Empty horse

Reply to this post           There are no Greeks hiding in the wooden horse of Harman.  Samsung’s acquisition of Harman is about increasing its penetration of...