mobile

Motorola Story Intact for YE

July 29, 2010

We published a Motorola positioning document and company analysis back in February (available here) that outlined how Motorola might establish some improved momentum and gain a better multiple in the market to drive the stock towards $20.  Even absent a bold strategy, the valuation of the company post-split is likely to be in the $11-12 [...]

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Is the mobile market going freeze along with the weather outside?

January 8, 2010

I say this mostly because of the Apple “iSlate” which is supposed to be announced later this month and ship in March. (Even if this isn’t true it might still have the same market freezing effect.) At this point most of the other platforms have disclosed what they have to offer in the near term. [...]

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Investors may be giving Microsoft a gift in Research in Motion.

January 6, 2010

Investors have clearly been voting with their feet when it comes to the battle for the Mobile Internet between Apple and Research in Motion (RIM). This comes at a time when it’s become crystal clear to all (including them) that Microsoft desperately needs a strong play in mobile but is too far behind to catch [...]

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Le Real Time Web Week

December 8, 2009

Thanks to Google this week already started off with a focus on the real-time web, based on mobility and new devices with sensors, cameras, microphones, HD displays and speakers.   On Monday Google presented a slew of new features and technologies aimed at improving search by location, by voice, and by sight.   When combined with enhanced [...]

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