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Apple – The Jack

Reply to this post           Removing the headphone jack could hurt replacement sales. I am pretty certain that Apple is considering whether or not to remove...

Samsung – Steady succession

Reply to this post           JK Shin can leave with his head held high. Samsung has reshuffled management at its handset business in a move that...

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...

Lenovo Q2 16A – Storm rider

Reply to this post           Lenovo is nicely weathering both the PC storm and its restructuring. Lenovo reported Q2 16A results that beat expectations but still...

Apple – Cycle economics

Reply to this post           The end of the iPhone 6 product cycle is normal and expected. It is starting to appear that the iPhone 6s...

Xiaomi – African safari

Reply to this post           Africa should help volumes but not margins. Moving into Africa might help Xiaomi’s volume shipments but margins are going to remain...

Samsung Q3 15A – Coming of age.

Reply to this post           Samsung is starting to look more like a mature, grown up company. Samsung reported reasonable Q3 15A results as the semiconductor...

Samsung Q3 15A – King of commodities

Reply to this post           Attention can now turn to doing what it is best at. Samsung finally reported some growth as the weak KRW and...

Microsoft – Homage to legacy.

Reply to this post           Microsoft pays homage to legacy rather than reinventing a category. The Surface Book is a triumph of engineering but I still...

BlackBerry Q2 16A – The cold light of day

Reply to this post           While hardware exists, there is downside. Even assuming a successful acquisition of Good Technology, it is very difficult to see any...