Amazon Switches?, AWS Versus Azure, Photoshop on iPad

Amazon’s rumored move into Switches is being framed as being about Cisco, but I suspect it’s about Microsoft. Then, Adobe is making Photoshop for iPad, which benefits from subscriptions.

Xiaomi IPOs, Samsung’s Profit Slips, The Smiling Curve

Xiaomi’s IPO shows a company that has come full circle but still has a long ways to go. Then, Samsung remains reliant on components for profit, and both companies show that the Smiling Curve applies to smartphones more than ever.