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Devices

VW – Balancing act

A perfect balance of open and closed is required. Volkswagen has articulated exactly the right strategy to give it a shot at becoming a digital company, but if it takes...

Samsung – Optimistic Origami

Folding devices to offset the ravages of commoditisation. The announcement of a device with a truly flexible screen looks to have been perfectly timed as Samsung is starting to run...

Volareo – The late hour.

Volareo is way too late to have a chance. The smart speaker market is already extremely crowded which is likely to ensure that Volareo’s offering disappears without a trace. Volareo...

Magic Leap – The reality gap pt II.

Device pays the hype price. There is nothing wrong with the Magic Leap One when compared to its peers, but relative to what Magic Leap promised, the device is very...

Xiaomi Q2 18 – Margin gadfly

Gross margin of 6.7% is all one needs to know. Xiaomi reported what is being received as a reasonable set of results, but in my opinion, these results further highlight...

Google – Toothless in Europe pt. III.

Misleading rebuttal that Google did not need to make. Google has responded with dismay to the EU’s decision announced on the 8th of July but I suspect that behind closed...

Google – Toothless in Europe pt. II.

EU fails to demand the one remedy that could make a difference. The EU has fined Google a record €4.34 ($5.03bn) for three practices that it considers illegal when it...

Essential – Price signal.

Yet another signal that the end is nigh. Its Amazon Prime day and one of the biggest discounts that are available is on the Essential Phone in Halo Gray coming...

Amazon – Whoops apocalypse

Networking industry is collateral damage.  Amazon’s potential move into the networking space has very little to do with addressing a $14bn market and everything to do with increasing the appeal...

Microsoft – Office politics.

A device whose sole aim is to advance the adoption of Office. Microsoft has launched a new device in the Surface line called the Surface Go, the sole purpose of...