Reply to this post Home is where the heart is While I am not a fan of Essential Products’ phone (see here), I think that...
Reply to this post Project ice has nothing to do with phones. After racking up nearly $1bn in losses from its last foray into handsets,...
Reply to this post Mostly catch up but studded with a few gems. While Apple spent most its time catching up with innovations made by...
Reply to this post Andy Rubin still works for Google. Essential Products Inc has launched a series of products aimed at creating an ecosystem but...
Reply to this post Yellow brick road that leads to a fully proprietary Android OS. The launch of Project Treble sees Google finally moving to...
Reply to this post These days, Apple looks like an industrial. Apple reported reasonable results and in increasing both the dividend and the share buy-back...
Reply to this post Apple’s intransigence plays into Qualcomm’s hands. Qualcomm has been forced to adjust its guidance for the coming quarter after being informed...
Reply to this post Semis is a powerhouse with growth and margins in the 40s. Samsung reported a superb set of results driven largely...
Reply to this post Google escapes to fight another day. Google has settled its dispute with the Russian regulator but I suspect that Google has...
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.
Alphabet vs. EU – Timeslip
Reply to this post Google has time on its side in Android. I think that it is the remedies that the EU imposes that have...