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PCs

Dell – Don’t be Greedy

          Those holding out for $15 may be disappointed. The exit of Blackstone has little to do with PC forecasts and everything to do with a...

GOOG Q1 / MSFT Q3 – Have and Have not

          Google looks steady while Microsoft continues to chase its own tail. Sift through the details of Google and Microsoft’s earnings announcements and you will see...

HPQ – After a long winter

            Dare I hope that Hewlett Packard is turning the corner?. Hewlett Packard’s response to the message sent by its shareholders at the recent AGM...

Windows on ARM – Blue Phoenix

(RFM will return on Wednesday April 3rd)           Windows RT in its current form looks doomed.  When Samsung pulls its RT products, everyone will and I...

Dell– Not so sweet

          There is no upside in Dell without risk. The “go-shop” period has produced two additional bids, but investors are going to be disappointed with the...

Android in China– No Google here

          The China ecosystem is coming.  Android is currently exploding in China but there are plenty of signs that this is temporary. Under Google’s definition, anything...

Microsoft – Too brute a force

          Microsoft has loads of money but no clue how to use it.  Paying developers to write applications is a well-known tactic for those trying to...