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11 October 2016

Samsung – Uncharted territory.

Samsung’s loss could be Huawei and Google’s gain.

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10 October 2016

Twitter – Exit strategy pt. II.

If no one bids then there is much further to fall.

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7 October 2016

Samsung Q3 16A – Summer cycle

Margin to be strong while the cycle lasts.

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6 October 2016

Samsung – Collision course

We think Viv puts Samsung back in conflict with Google. Read more...
5 October 2016

Google – Brain distribution.

Devices are merely the vessels for distribution of Google’s brains.

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5 October 2016

Google – Brain distribution.

Devices are merely the vessels for distribution of Google’s brains.

Read more...
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