Google’s share price has underperformed in recent years. Despite growing strongly, even through the credit crisis, investors appear to have misunderstood Google’s strategy and feared that competitors may steal a march on the search engine giant. Investors instead fell in love with Facebook and Apple, the latter probably completely justified given its enormous profitability. Many […]
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Tag Archives: android
Why Facebook Should be Afraid
July 8, 2011 
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So Facebook’s ‘awesome’ announcement of Skype integration and video calling for all Facebook users came and went. The mass-media promptly and lazily concluded that Facebook has successfully countered Google+’s main advantage and that Facebook will remain the social networking champion of the world forever. They are, as usual, completely missing the point and subscribing to […]
Continue readingAndroid Set to Blow Past Estimates
April 27, 2011 2 Comments
Market research companies infuriate me, more often than not their conclusions are glaringly wrong. For example, at least two ‘respected’ research firms predicted that Windows 7 would be the 2nd biggest smartphone platform in 2016. This conclusion, if you can call it that, was arrived at from the assumption that nearly all Nokia/Symbian customers would […]
Continue readingApple Plays Chicken With Samsung
April 19, 2011 0 Comments
Apple may be the largest tech company in the world by market capitalisation, but Samsung is ~20th biggest of any company in the world in terms of turnover with approximately $140billion in sales in 2010 vs Apple’s $65billion. Samsung are also one of Apple’s most important suppliers, selling $5.7billion of chips and other components to […]
Continue reading99% Smartphone Growth in Western Europe
March 9, 2011 0 Comments
Shipments of smartphones in Western Europe in the fourth quarter of 2010 increased to 25.6 million units from 12.8 million, 99.4% higher than in 4Q09. Smartphone sales now represent 44% of total mobile shipments. Feature phone shipments declined to 33.1 million units 24.8% down compared with the previous year. Apple and Research in Motion both […]
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Alistair Milne 
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