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27 October 2016

Microsoft – Wood for the trees.

Microsoft is so focused on the future that it misses the opportunity in the present.

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26 October 2016

Apple FQ4 16A – Margin gadfly

Margin pressure from product mix is not a problem.

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25 October 2016

Wearables – Deadly drift.

Still, no one knows why they should buy one.

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21 October 2016

Qualcomm vs. Intel – Storm in a teacup.

Qualcomm thrashes Intel but not where it really matters.

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20 October 2016

LeEco – Priced to go.

LeEco’s real disruption is price.

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19 October 2016

Google – Brain distribution pt. II.

Samsung presents Google with a unique opportunity

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