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Blog » Archive for May, 2008

Pioneering Change in the Memory Market: MetaRam Visionary Fred Weber (Part 4)

Posted on Sunday, May 4th 2008

SM: How does MetaRam fit your golden rules? FW: I often say the main rule golden rule is “CPUs should talk directly to DRAMs is because that is how God intended it to be, and you should not get in the middle of it”! That is why it can be surprising when you look at

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3G iPhone and Qualcomm

Posted on Sunday, May 4th 2008

By Vijay Nagarajan, Guest Author The 3G iPhone rumors are getting more frequent by the day. We all know it will hit the market. It is just a question of when. I have, in the past, looked at the likely component vendors for the impending iPhone including Infineon and InterDigital. As requested by one of

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Qualcomm: Valuation Revisited

Posted on Sunday, May 4th 2008

By Vijay Nagarajan, Guest Author It has been around six months since I wrote my Qualcomm valuation series. I had at that time valued the company at $44.60. Following the company’s fiscal second quarter 2008 earnings conference call I reviewed its mobile opportunities, strategy and also its product strategy for convergence and mobile computing in

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India’s Salary Hike Slows Down

Posted on Sunday, May 4th 2008

Economic Times reports: * The average pay hike at Oracle India as well as Oracle subsidiary i-Flex solutions is down to nearly 7-8%, dipping to 5% in some cases. The average salary hike at Oracle India last year was 12-14%.

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Pioneering Change in the Memory Market: MetaRam Visionary Fred Weber (Part 3)

Posted on Saturday, May 3rd 2008

SM: Chip design does not have to be a labor intensive process. FW: No it doesn’t, but it can be. You can very easily apply too many people. You need a lot of people for complex chips, so there is always a temptation to use too many people. The problem is you then run into

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Microsoft Pulls Yahoo Offer

Posted on Saturday, May 3rd 2008

Microsoft got fed up with Yahoo’s dithering. Yahoo will face tremendous shareholder upheaval for screwing this up. And I don’t think this farce is quite over yet! After this, the Yahoo stock drops. Jerry Yang gets fired as CEO. Microsoft comes back into the game, and buys Yahoo for a lot less. That’s certainly one

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Carefully Folded Business Plan: What We Can Learn From Gap’s Failures

Posted on Saturday, May 3rd 2008

By Richard Laermer, Guest Author I was watching an old TV show from last year –gosh, my TiVo has so much stored it could have been from two years ago– and found myself gawking at a super-colorful Sarah J Parker dancing and carousing to “I Just Love Being a Girl” in a really horrible ad

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Indian Anime

Posted on Saturday, May 3rd 2008

India should develop its own genre like Japanese Anime.

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