-
by
Richard Guppy
| 12月 09, 2016
The recent meeting between US president elect Donald Trump and SoftBank CEO Masayoshi Son is causing observers to imagine a merger between SoftBank's Sprint and...
...
-
by
Richard Guppy
| 10月 24, 2016
AT&T’s CEO Randall Stephenson has said that the deal to acquire Time-Warner for $84bn is driven by the need to innovate in mobile. Owning media ...
...
-
by
Richard Guppy
| 10月 11, 2016
It is tempting to keep checking on how Samsung is handling the Note 7 crisis and what the latest developments are. But the more interesting questions lie ...
...
-
by
Richard Guppy
| 5月 19, 2016
Whether your company is an operator, a smartphone competitor, a components supplier, a distributor, a content creator, an IPR holder, or in fact anywhere on the...
...
-
by
Richard Guppy
| 2月 11, 2016
Twitter disclosed that its Monthly Active Users (MAUs) fell in the (holiday season) fourth quarter of 2015 to 305 million, from 307 million in the previous quar...
...
-
by
Richard Guppy
| 7月 20, 2015
Scenarios are ‘the formal expression of uncertainty’. Scenarios respond to the fact that, as physicist Nils Bohr said, ‘prediction is ve...
...
-
by
Richard Guppy
| 7月 08, 2015
Sprint’s CEO Marcello Claure commented recently on Sprint’s new ‘All-In’ plan: ‘We understand how frustrating and confusing s...
...
-
by
Richard Guppy
| 10月 23, 2014
It was great to update the Dossier on Hutchison’s 3 Group: it became clear that the company had transformed from what in my mind was a loose set of invest...
...
-
by
Richard Guppy
| 8月 07, 2014
I confess that I used to be skeptical about LG Electronics’ future. I considered it very much a follower in smartphones, forever struggling to come ...
...
-
by
Richard Guppy
| 8月 06, 2014
So Mr Son of SoftBank has decided to walk away from negotiations to buy T-Mobile USA thanks to continuing regulatory opposition, according to the Wall Street Jo...
...
-
by
Richard Guppy
| 6月 17, 2014
An industry watcher living in China told me: Lenovo will never be disruptive. I replied: but they have been disruptive already!
My contact knows Lenovo fr...
...
-
by
Richard Guppy
| 4月 24, 2014
I just got back from Japan. What a great place, I thought again. I remembered that my previous blog was called 'DoCoMo surrenders'. Now, I have some...
...
-
by
Richard Guppy
| 9月 13, 2013
DoCoMo has finally accepted the inevitable: it has to distribute Apple products or see its market share and profits fall even further. DoCoMo’s only...
...
-
by
Richard Guppy
| 9月 04, 2013
Back from vacation I note that Steve Ballmer has resigned from Microsoft. In his letter he writes that ‘now is the right time’ to go. I ...
...
-
by
Richard Guppy
| 9月 04, 2013
Many people on the planet now know that Microsoft has agreed to buy Nokia’s phone business plus access to Nokia’s IPR and HERE platform. Detai...
...
-
by
Richard Guppy
| 8月 16, 2013
I bet not so many people know this, but since 2009 Samsung's corporate goal for 2020 is to reach revenues of $400bn - I'm reminded of this having just updated o...
...
-
by
Richard Guppy
| 8月 07, 2013
I’ve just published the GFP Intelligence Report which identifies and interprets key events in the ICT industry over the previous two weeks. This is ...
...
-
by
Richard Guppy
| 8月 02, 2013
A year ago I ended a positive blog on Facebook – when its share price had fallen to half the IPO price – with ‘This believer will be watching ...
...
-
by
Richard Guppy
| 7月 31, 2013
I don’t think people are taking the massive reorganisation at Microsoft seriously enough, in terms of the threat it poses to Microsoft’s efficient o...
...
-
by
Richard Guppy
| 6月 25, 2013
Sony has launched the Xperia Z Ultra smartphone, with a 6.4 inch HD display, a device thickness of only 6.5mm, and various capabilities and accessories includin...
...