Technology has long been a tool in the classroom but hasn’t always been the most effective one. Edward Fields, founder & CEO of HotChalk, an online learning resource for pre K-12 teachers, is looking to change that.
I received an email last week from Anuj Dayal, a Junior Year Undergraduate at the Indian Institute of Technology at Kharagpur. Anuj asks the question: “What’s next for India? What should we, IIT students, do?” (You can see the message in its entirety below.)
As a follow up to my recently concluded interview with Shutterfly’s CEO, Jeff Housenbold, here is an analysis of their Q4 results announced earlier last month. With revenues at $97.5 million for Q4, Shutterfly (SFLY) recorded an impressive 49% year on year growth, and beat market expectations of $93.7 million.
We have reviewed a number of chip companies including deep-dives and valuation analysis on Broadcom, Qualcomm, Interdigital, and TI. We have not yet done Infineon, ST, or Marvell. We will, in due course, but for the moment, we will take a quick look at Infineon’s Quarterly results and signals.
SM: The TAM is huge. JH: It’s a $150B TAM worldwide, and $50B in the US. SM: I am not worried about the growth opportunity at all. JH: The key for me and the management team is, and I think for any small business in any space, is how do you focus?
I value Texas Instruments at $32 per share. As we have seen in the last few weeks, the strengths are a good management, its analog strategy, the HPA growth and manufacturing efficiency. Its weakness is the wireless business. The growth drivers do not have the ammunition yet to drive the company out of the rut [...]
SM: Pretty much your customer base of 2.4M customers stick around. Do you see much churn? JH: I have been here three years, so 12 quarters; 75-77% of our revenue in each of those quarters is from repeat customers. That is a really good testament to the loyalty of our customers. I get asked a [...]
By Vijay Nagarajan, Guest Author In the past two segments on TI, I have presented my perspective of TI’s wireless strategy. Let us now look at how this will impact the company’s revenue outlook over the next few years.
