SoftBank takes most of the value. At $51 per share, investors are being asked to pay for much of the growth that the company says it should be able to...
A gesture, some silicon and a bit of camera. When the most exciting new feature is a gesture for the Apple Watch, it is clear that the new iPhone offers...
Apple grudgingly extends its contract. It turns out that cellular radio is difficult (5G particularly) as Apple has been unable to create a high-quality 5G radio of its own which...
September 11th 2023: Alavan Independent and Radio Free Mobile update their geopolitical view of the current technological and ideological battle being fought between the USA and China. RFM subscribers will...
Apple is at higher risk than Qualcomm. Both Apple and Qualcomm have taken a hit over their exposure to China, but the reality is that Apple carries much higher exposure...
Making a few chips is not enough. The fuss over Huawei’s new chip has gone all the way to the top but the real issue is not if the chip...
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 sign that this deal has...
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 China can work around the...
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 to have bottomed which in...
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.
Meta Platforms – Business talks
WhatsApp Business is the only real opportunity. WhatsApp cost $22bn to acquire but has so far delivered very little although the indirect value that it has created in terms of...