mobile

I have a few threads on tech that I am going to breakup into multiple posts here. The first two threads are on Adobe's move into a cloud computing-only based software model and on Nokia's dogged pursuit of the windows mobile platform, now…

Today's daily commentary is going to be on technology. Over the past few years, I have been writing here at Credit Writedowns that we are in the midst of a massive platform shift in technology toward a mobile-centric world. As Michael…

Amazon, Apple, and Samsung, three of the biggest names in the technology space, have reported this week. In all three cases, there were gaps in the earnings reports and the earnings outlooks. For me, however, Samsung's report was the best…

I just want to follow up on my comments from Tuesday on consolidation and convergence in the TMT arena. There has been another slew of reports out in tech world showing that all of the big players are jumping into each other's turf in a…

I have been meaning to write a blurb about Amazon ever since I saw a great article on the benefits of Amazon's low-price strategy a month or so ago. But a recent article in the Wall Street Journal about huge price cuts on Amazon's…

In the mobile world, everyone seems to be in a frenzy over Samsung's next Galaxy smartphone. Apparently, Samsung is the new Apple, where product launches are media events par excellence, marketed to build anticipation. However, while…

An investment in Microsoft has been dead money for quite a while now. The stock has traded in a pretty narrow range between $22 and $32 except in late 2007 and 2008 during the financial crisis when it spiked and then plunged. The stock does…

Morgan Stanley had a very good note out earlier today reporting that Apple needs to issue an iPhone mini to capture share in China. This is what I have been advising as the market share margin trade-off is favourable for Apple's bottom…

While the well-respected Internet blog TechCrunch focused on the Apple/Samsung story in analysing the data from Gartner's latest survey on the mobile market, the real news was elsewhere. The BBC got it right in trumpeting that "mobile phone…

Last year, I started off the newsletter with a list of ten surprises for 2012 which I reviewed last month. I apologize for not having a similar list of ten surprises for 2013 yet. I think it is a good exercise to go through to hone one's…