Microsoft – Under the rug
Microsoft continues to hide its light under a bushel. The reviews of Windows Phone 8.1 are starting to come in...
Google – Turn of the screw
Google is the only winner in the Android ecosystem. June is becoming one of the most important months of the...
Apple iOS 8 – No silver bullet
iOS 8 is not going to solve the long term services problem. Apple’s hardware and its ecosystem are world leading...
Microsoft – Increment not detriment
Two steps forward. None back. Microsoft made two good steps towards improving the appeal of the Windows ecosystem to both...
Microsoft – Keeping mum.
Good launches but no clues given for the longer term. Microsoft stuck firmly to the script at its press conference...
Amazon – Ecosystem priced out.
While its sights remain firmly fixed on Netflix, the bigger opportunity will continue to slip through its fingers. Amazon’s decision...
Apple – Apps and autos
Services are the only way for Apple to hold its edge. The limitations of a unified ecosystem is staring to...
MWC Day 3 / Samsung vs. Google – Brass tacks
Samsung has no choice but to push into the ecosystem. Samsung and Google have signed a 10 year patent...
MWC Day 1 / Nokia – Middle age spread
The suit count is way up making Nokia and Android the most exciting development. MWC Day 1 MWC 2014 has...
About Me
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.
Google Q1 – Price of success