Samsung released its Q1 C2009 financials today, and overall the results are positive compared to a very weak and soft Q4 2008 quarter. There were some questions whether the company's reorganisation early in the quarter would have a negative impact on its focus and ability to execute in the market. It appears that so far this has not occurred. It is worth bearing in mind that along with the reorganisation of Semiconductor and LCD to Device solutions, and Telecoms and digital Media to Digital Media & Communication, Samsung also dismissed 20 top executives in an attempt to revitalise the company. Given the current economic climate and the company structure changes as well as changes at senior executive level, Samsung has performed well in the market and delivered a 9% top line increase for the quarter. However, as we will point out, we suspect that much of this growth and bottom line impact is due to favourable exchange rates. Read more

Today Sony presented its fourth quarter 2008 results, and even if Sony warned the market last week of weakened sales and profits, yet the results provided few bright spots as sales of consumer electronics products declined sharply and Electronics turned from healthy profits to substantial losses. Read more

Samsung just released its Q4 2008 results, and as expected the results show how troubled the global markets were in the Christmas quarter. Sony gave the markets a stark warning when it yesterday released revised forecasts, indicating an operating loss of JPY 250 billion (EUR 2.2 billion) for the financial year ending in March. In our comment on Samsung's Q3 2008 results we pointed out that the industry would head into tough times this Christmas, and the results are now coming in. Read more

There is no doubt that Asus has enjoyed great success with its EEE PC line up. It pioneered this market and ships millions of EEE products a year.

Some time ago I did a work shop with one of its competitors in this space and urged that company to focus on a single product, and focus on making that product just great and also in order to maintain focus. Read more