Editor’s note: Jack Narcotta of Technology Business Research says HP has some advantages over Lenovo in the battle for PC and server infrastructure – at least for now. Converged solutions are crucial, he says, after reviewing HP’s latest financial report and CEO Meg Whitman’s commitment to take on Lenovo in...
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Editor’s note: Jack Narcotta is an analyst with Technology Business Research. He takes a look inside Apple’s (Nasdaq: AAPL) latest earnings report, which was issued Monday. HAMPTON, N.H. - Apple’s brand strength will protect its margins and its carefully-crafted emerging markets strategy will position it for consistent growth in...
Read MoreEditor’s note: Jack Narcotta is an analyst with Technology Business Research. HAMPTON, N.H. - Microsoft’s purchase of Nokia’s phone business prevents Windows Phone from slipping into irrelevance Microsoft’s $7.2 billion deal for Nokia’s Devices and Services business including 30,000 utility patents, patent applications and a broad range of intellectual property allows Microsoft to play a “long game” with Windows Phone. By assuming complete control over its nascent mobile ecosystem, Microsoft ensures that, in the short-term, Windows Phone will remain in marketplace on Microsoft’s terms and, to a degree, shielded from fierce competition from Samsung and Apple. In the long run, Microsoft...
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Editor’s note: Jack Narcotta is an analyst with Technology Business Research. He analyzes Hewlett-Packard following the company’s recent second quarter earnings report. HAMPTON, N.H. – HP to grow profit despite declining revenue. The strategies implemented by CEO Meg Whitman and her executive team have not provided remedy to triage...
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Editor’s note: Jack Narcotta and Ezra Gottheil are analysts with Technology Business Research in the research and consulting firm’s computing practice. TBR specializes in the business and financial analyses of hardware, software, professional services, telecom and enterprise network vendors, and operators. HAMPTON, N.H. – Technology Business Research Inc.’s 1Q13...
Read MoreEditor’s note: Jack Narcotta is an analyst with Technology Business Research. HAMPTON, N.H. – Soaring handset sales in the first quarter have put Samsung on top of the mobile world. (Note: Furthering bolstering its arsenal, Samsung unveiled its newest Galaxy phone earlier this week.) The impact of mobile devices on Samsung cannot be overstated. Its handset division profit nearly tripled year-to-year to $3.8 billion, accounting for 73% of a record $5.2 billion total 1Q12 profit, and has positioned the company as one of the few OEMs to reap the benefits of the prolific Android software ecosystem. Additionally, the company sold...
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