The FTC drops the hammer. The FTC is unique in being the only regulator so far to actively come out against the deal which I think represents the biggest setback...
NVIDIA has some explaining to do. The UK competition authority clearly has more concerns than expected with regard to NVIDIA’s purchase of Arm, meaning that NVIDIA is going to have...
Netflix – Stuck in the doldrums Netflix has paid the price for its pandemic bump with a disappointing set of results that will keep the shares in the doldrums (like...
The pilgrims are still far away from the holy land. Much is being made for the potential for the Galaxy Watch 4 and the Apple Watch 7 to measure blood...
Another unthinkable event to add to 2020’s long list. For nearly 20 years I have strongly believed that Arm could not be acquired by another semiconductor company as Arm’s acceptance...
Arm looks to be off the table. The reorganisation of Arm that was announced last month (see here) has been cancelled in what I think is a sure sign that...
A return to the public market is now more likely. Arm’s restructuring is either signalling a rapid return to the stock market or no return at all. I suspect the...
Project Connected Home over IP needs to avoid the fudge of compromise. Making all connected devices compatible is an excellent idea but this is going to be very difficult to...
Tesla has further to fall. Tesla looks to be in real difficulty as a chronic inability to make money combined with a business transition that is going to take many...
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.
Intel – Sage seller
Intel should sell as much as it can. In the face of nonsensical valuations for the EV sector and Mobileye no longer being a core part of Intel, it makes...