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BlackBerry – Cold turkey

Reply to this post           BlackBerry finally breaks its addiction to hardware.  BlackBerry reported poor Q2 17A results, but the decision to stop internal handset development...

Apple – A stern test

Reply to this post           The iPhone 7 is a stern test of Apple’s brand.  Removing the headphone jack will be a tough test of whether...

Samsung – Limited fallout.

Reply to this post           A fast and efficient recall results in no lasting harm.  Samsung has taken the prudent decision to recall the Galaxy Note...

Google & Android – Closed source pt. II

Reply to this post           Google is inching closer and closer to taking Android proprietary.  It looks very much as if Google’s Nexus devices this year...

Xiaomi – Reality check pt V.

Reply to this post           Falling revenues reduces valuation to $3.6bn (92% below last raise).  Xiaomi has slipped to number 3 in its home market which combined...

Apple Q3 16A – High yield

Reply to this post           Apple as a bond is yielding 9.8%.  Apple reported better than expected Q3 16A results as the iPhone SE sold better...

Huawei vs Samsung – Rivers of blood Pt III

Reply to this post           Huawei flat-line passes advantage to Samsung.  The first indications for the smartphone market in Q2 16A are pointing a loss of...

Apple – Replacement problem.

Reply to this post           The iPhone 6 is so good; it does not need replacing.  The summer season of speculation, rumour and leaks of what...

Samsung Q2 16E – Galaxy cycle.

Reply to this post           A classic cycle will drive earnings for a few more quarters. Another solid set of numbers point to a nice confluence...

Huawei – Rivers of blood. Pt II.

Reply to this post             Huawei’s software has a better chance in China.   Huawei is making the right initial moves in order to maximise...