No party means no hangover. MWC is almost over and while the stages have seen some confident predictions (eg Cisco: “hype is going to be reflected in the reality”), the...
The floor: software takes a back seat With the 5G cycle in full swing, MWC has gone fully back to its roots as an equipment show. Boxes with lots of...
Everybody folds and 5G gets real-ish Folding bandwagon In what has unsurprisingly become a crowded space, there is a lot of variation but I think the most impressive demonstration is...
A race not worth winning. With Mobile World Congress just around the corner, the focus for the next week or so will be back on 5G as this will be...
The main beneficiaries are Samsung and Ericsson. Just as Huawei is on the edge of casing Samsung real problems, it has a host of troubles that could completely destroy almost...
Reply to this post MWC retro mania continues (except 5G). Android dullness alleviated by a banana. HMD (Nokia) has once again laid bare how dull...
Reply to this post MWC goes back to its roots. MWC has stopped wanting to be CES and is instead reclaiming its identity as a...
Reply to this post Here comes another bloodbath. Another battle is brewing over ride hailing but the fact that it is bicycles rather than cars...
Reply to this post Intel’s 60%+ gross margins are a juicy target. To date, Intel has been able to brush aside any threat to its...
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.
WeWork IPO – Does not work.
I can’t see value even after a 58% cut in the valuation. Other than its cool factor, I struggle to see why WeWork is better than its biggest rival IWG,...