Reply to this post Old chestnut software problem is back. Sony is intending to change its stars by moving away from hardware towards content and...
Reply to this post Pause while products improve. Google is catching up with Amazon in the smart speaker race, but there are signs that growth...
Reply to this post Prospectus yields valuation of $33.3bn. Being as optimistic as I dare, I can only value Xiaomi at $33.3bn, one third of...
Reply to this post Apple FQ1 – Privacy safe house. Apple reported good FQ2 results where the star of the show was software and services...
Reply to this post Google alliance shutters ecosystem aspirations. With one stroke of the pen, Fitbit has most likely consigned itself to becoming yet another...
Reply to this post Profitability limit is a shot in the foot. Voluntarily limiting one’s ability to make money for shareholders is not the wisest...
Reply to this post Long life may not bring prosperity. Data being gathered on Tesla’s battery performance is pointing to a range of 500,000 miles...
Reply to this post LG starts the trend. LG is the first to execute on a trend that I have long predicted and one which...
Reply to this post ZTE could lose Google. I think that ZTE’s real problem from its 7-year ban on acquiring technology from US companies, will be its inability to ship...
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.
Samsung & Google – Engineering disease
Reply to this post Intransigence helps Apple and the Chinese. Google and Samsung both have a bad case of engineering disease that prevents them from...