IDC

With the vast majority of mobile phone related companies having reported their December quarter results, we have pushed up our sleeves and sifted through the data. In doing so, several observations have come to light that support our key investment themes for the mobile ecosystem. As a reminder...

The battle between Microsoft Corp’s (NASDAQ: MSFT) new Bing search tool and Google (NASDAQ: GOOG) is already bringing users an avalanche of innovations. Hadley Reynolds, an analyst at IDC said that Microsoft's willingness to invest in search and not just let Google walk away with it is driving...