Microsoft is still missing the opportunity created by laptop obsolescence. The Surface Pro 3 is far more than a laptop replacement but so far Microsoft...
Improvements give Lenovo more space to invest and execute. Lenovo reported good Q1 results as its handset business and PC business both grew share. This...
Not a laptop replacement but something much better. The Surface Pro 3 has significant issues but it is the first product capable of changing the...
RFM still expects the PC market to grow in H2 2014. Both IDC and Gartner gave their estimates of the PC market in Q2 and...
RFM continues to see the growth in the PC market in 2014E. Intel increased its Q2 guidance as end-of –life XP machines are being upgraded...
The PC market is far from dead. It is just changing. Computex has kicked off in Taiwan and this year, more than ever, it...
No strategy means no recovery. Hewlett Packard reported Q2 14A results earlier than expected as it announced another 11,000-16,000 jobs are to go on top...
Lenovo can only just afford its strategy Lenovo reported reasonable Q4 14A results but the addition of Motorola will almost tip Lenovo into the red....
Good launches but no clues given for the longer term. Microsoft stuck firmly to the script at its press conference when it launched Office for...
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.
HPQ Q3A – Gentle drift
HPQ is drifting from one quarter to the next with no direction. HPQ reported good Q3A revenues as market share was gained but weaknesses in...