Short-term issues mask long-term promise. Zoom has been thrust into the limelight due to the current pandemic and as a result, its shortcomings (typical for any young company), it has...
Amazon and Microsoft are in pole position. The COVID-19 pandemic is making both temporary and permanent changes to the way the economy works but picking the beneficiaries is much more...
Apple is still pretty far from the holy land with iPad OS. Apple’s new iPad Pro OS goes some way towards improving the ability of the iPad to perform like...
Plenty of nice. No must-have In a company that is now so dominated by the enterprise, its gaming business increasingly sticks out like a sore thumb begging the question as...
Watson goes nomadic. IBM has sensibly decided to allow its AI offering (Watson) to run on the cloud offerings of its rivals as well as enabling an ability to run...
Even the best can’t touch laptops The tablet market is dying and its failure to take over the laptop market means that it is likely to continue being squeezed and...
IBM can now lay a claim to the cloud. IBM’s acquisition of Red Hat needs to go well because the $34bn that IBM is paying in cash will all end...
Toys for workers. Microsoft has given its Surface line-up a badly needed refresh and is having a go at Bose and Sony with the launch of Surface Headphones. Of the much-anticipated...
There is no real return to the consumer. Microsoft reported a great finish to its 2018 fiscal year as its enterprise business went from strength to strength and I think...
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.
TSMC Q1 2020 – Defying gravity
Too many moving pieces for a clear picture. TSMC reported excellent results as smartphone orders remained resilient and a boost in demand for servers, PCs and office equipment pushed the...