Reply to this post The disaster of Windows 8 can be made an advantage. The degree with which Windows 8 has failed to capture the...
Reply to this post Office is by far Microsoft’s most valuable asset. Microsoft is systematically removing any reason for the rivals to Office to continue...
Reply to this post A new PC cycle depends on marketing. Intel warned on Q1 revenues as the corporate refresh cycle has come to a...
Honeymoon end obscures long term upside. Microsoft reported in-line Q2 15A results but guided weakly as the corporate upgrade from Windows XP to Windows 7...
HP loses more face over Autonomy. The end of the criminal investigation into HP’s allegations of fraud at Autonomy leaves the management of HP with...
The PC market is likely to offer the biggest surprise in 2015E Wearables The technology industry is likely to continue scratching its head over what...
Core M is the key to a laptop replacement cycle. Intel reported solid Q314A results as corporate PC demand continues to keep the PC market...
Only bad marketing keeps the PC market from growth. Both Gartner and IDC have released their Q314A figures for the PC market which continues to...
Windows 10 aims to keep the corporate cycle from collapse. Typically when Microsoft makes a major new release it fares badly and then the next...
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 Q1 15A – Data centric
Reply to this post Data centres rescue the quarter but not the year. Intel reported Q1 15A results in line with reduced expectations but guided...