Fragmented Terror Threat
Bill Udell and Jonathan Wood talk about how companies are becoming susceptible to a more fragmented, less predictable global terrorism threat in...
192 Views
MediaTek Is Struggling to Defend Margin at a Weaker Smartphone IC Market
SummaryEarnings cut to come: Worse than Qualcomm's MSM shipment guidance of 15-24% q/q decline, MediaTek guides 1Q17 smartphone SoC shipment...
284 Views
Qualcomm - Licensing Is the Main Driver in 1Q17 but More Lawsuits Are Coming if No Rate Cut
The points should be highlighted after the results Licensing (QTL) business seems to be the primary driver in 1Q17 but more lawsuits are coming if...
179 Views
Battle Lines in Payments: An Evaluation of the War for Wallets
We think economic moats remain the strongest at the center of the payment ecosystem, where Visa Inc (V US) and Mastercard Inc (MA US) maintain...
216 Views
Samsung's Heavy Dependance on Memory Chip Is Worrying Me - 4Q16 Results Review
It is not really surprising to see a quick recovery (in terms of financial performance) in IM given the fact that SEC took a big bath in the...
152 Views