Qualcomm last week reported its second quarter results. Earlier coverage is available here and here. Vijay Nagarajan’s extensive coverage is available here in which he looks at its numerous legal battles with Broadcom and also Nokia.
The San Francisco International Film Festival is under way, and this weekend, we saw a couple of movies there. Of these, one was a 3-hour Bengali film called Calcutta, My Love by Goutam Ghose based on Samaresh Majumdar’s acclaimed novel, Kalbela, which I had read in my teens.
I wrote about Seventymm two years back, as part of the Concept Arbitrage series. In this post, we will review how the company has progressed in the interim against its stated goals.
SM: In your opinion, from where you sat in the spring of 2004, who were the top technology players serving that market? GG: A natural place to start evaluating that market is to see where the dollars are coming. What is fascinating about the employment market is that besides employers and job seekers, which is [...]
One of my readers asked me for comments on the outlook for the global economy. I saw this post on Paul Kedrosky’s site which I think does a very good job summarizing the situation, which effectively, is demand exceeding supply in every dimension. [It's actually a passage from FT].
By Vijay Nagarajan, Guest Author I value Marvell at $21 per share. As we have evaluated in this series, the company draws its strengths from the stable revenue coming from its storage, ethernet and WLAN businesses. Its primary weakness is its perceived inability to control its expenses that have resulted in a poor profit/loss record [...]
SM: When did you start playing with SimplyHired? GG: After I left India Community Center I decided to take another trip back to India. I went through another 10 states. I went through 15 cities and a couple dozen villages. It was part of my continued effort to get to know India better. By the [...]
Amidst the ocean of content that is coming at you, readers, I am sure you find yourselves overwhelmed. Here’s a recap of some articles from this site which you may have missed, but may be worth your time:
