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Enterprise

Xiaomi and Microsoft – The Office

Reply to this post           This deal is really about Office in China. Microsoft and Xiaomi have struck a deal where Xiaomi will take ownership of...

Microsoft – Mission Impossible pt. II.

Reply to this post           The digital consumer ecosystem is looking increasingly impossible. Microsoft is taking the knife to phones again which casts further doubts over...

Palantir – Success victim.

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...

MSFT Q3 & GOOG Q1 – Two more strikes.

Reply to this post           Microsoft and Alphabet compound Ericsson’s and Intel’s woes Microsoft FYQ3 16A Microsoft reported reasonable results as the weakness in the PC...

Microsoft & Amazon – Different days

Reply to this post           Microsoft and Amazon have a very different day. Microsoft FQ2 16A. Microsoft reported steady results as Office 365 and cloud services...

Microsoft – Surface tension

Reply to this post           Microsoft faces a dilemma with a Surface Phone. The next release of a mobile device by Microsoft should give a clear...

BlackBerry – High jump.

Reply to this post           BlackBerry’s target of 5m devices looks much too high. The new BlackBerry Priv and its rumoured successors are aimed at such...

Alphabet – All the wrong moves.

Reply to this post           I am increasingly troubled with the outlook for Google. The outlook is becoming increasingly uncertain as Google is running out of...

Intel Q3 15A – Sober tone.

Reply to this post           Intel has still not weaned itself off PCs and data centres. Intel reported reasonable Q3 15A results as the data centre,...

Dell PCs – On the block.

Reply to this post           Taking on Dell’s PCs is an exciting but risky proposition. While all the focus is on Dell’s proposed purchase of EMC,...