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PCs

PC makers and Microsoft – Conflict Surfaces

          Microsoft’s relationship with its partners has never been worse. For the last 10 years when Microsoft’s has dabbled in hardware, its partners have watched it...

Windows RT – The last shoe

          The last shoe has dropped on Windows RT. Only Microsoft is left. Samsung, Lenovo, Asustek, Acer and now finally Dell have all discontinued their Windows...

Dell – As good as it gets

          Icahn’s surrender still leaves an uphill battle. Carl Icahn has given up his fight to take control and turn around Dell leaving the field clear...

HPQ Q3 – Home to roost

          The fundamental flaw in HPQ is laid bare. Things have been looking better at HPQ in terms of corporate governance and cost control but Q3...

Dell Q2 – A long and weary road

          Q2 results make a breakup inevitable. Dell reported difficult Q2 results as margins were sacrificed in order to cling onto market share. Q2 revenues /...

Acer – Point of capitulation?

          Capitulation often marks the bottom of the market. Acer has reported another set of rotten results and at the same time seems to be throwing...

Leap Motion – Desk draw candy

          Leap Motion has huge potential but this version is no more than a toy. The delayed Leap Motion controller is finally in the wild but...

Apple Q3 – Middle Age Spread.

          These results have maturity written all over them. Apple reported Q3 results that beat expectations as iPhone shipments beat expectations by 20%. Q3A                Consensus Revenues                       ...

GOOG and MSFT – Dog days

          Google and Microsoft both had a difficult night.  Google Google reported results that missed expectations as price erosion hit revenues and investments worsened the situation...

Dell – Game of Chicken.

          Shareholders are playing a dangerous game in trying to force a higher price. Today is the day when shareholders must vote on the offer made...