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Moto E – Last of the line

          Google has deep pockets. Lenovo does not. The Moto E is a triumph for the consumer offering more smartphone than ever for the dollar. However,...

Mobile devices – Static signs

          Look to the ecosystem to find growth. Samsung has sold 10m Samsung Galaxy S5 in the first 25 days from launch (Korea Economic Daily) which...

Apple vs Samsung – Erratum and update.

          Adjusting view for error regarding wilful infringement. Yesterday’s note (see here) was incorrect in its statement that no finding of wilful infringement had been found...

Apple vs. Samsung – Pyrrhic victory.

          Victory costs Apple most of the value of its IP. Apple has won a finding of infringement by some of Samsung’s products but has been...

Microsoft / Nokia – Quick Win

          Synergies will be pretty easy to achieve. With the Chinese finally signing off on the deal, Microsoft has finally managed to close its purchase of...

Apple Q2E – Pushmi-pullyu

          A beat is on the cards but guidance could be a hiccup. Apple reports Q2E results after the US close today. (Wednesday 23rd April 2014)....

Google – Turn of the screw

          Google is the only winner in the Android ecosystem. June is becoming one of the most important months of the year for the mobile ecosystem...

Blackberry – No prisoners

          Life without handsets will be little better than with. John Chen has finally admitted the possibility of failing to turn around Blackberry saying that the...

Samsung and HTC – Chalk and cheese

          Samsung is about growth. HTC is about survival Both Samsung and HTC have reported preliminary results and neither are very encouraging. Samsung Samsung preliminary Q1...

Apple vs. Samsung – Hammer and tongs

          Only the lawyers are winning. Apple and Samsung are at it again and for the next few weeks the airwaves will be full of sensational...