In this post, we will be analyzing Intel as part of the series on the major players in the iPhone’s component ecosystem. In the iPhone, Intel provides a wireless flash with 32 Mbytes of NOR coupled with 16 Mbytes of SRAM for code execution.
Intel Corp. (Nasdaq: INTC) is the world’s largest chip manufacturer with revenues of $35.4 billion and 94,100 employees in 2006. Its core products include microprocessors, chip-sets, motherboards, flash memory, wired and wireless connectivity products, and communications infrastructure components. Its operations are organized into Digital Enterprise Group, Mobility Group, Flash Memory Group, Digital Home Group, Digital Health Group, and Channel Platforms Group.
Digital Enterprise Group accounted for 56% of its consolidated net revenue in 2006 and sales from microprocessors within the group accounted for 41% of its consolidated net revenue.
Mobility Group accounted for 35% of consolidated net revenue in 2006 and the sales of microprocessors within the Mobility Group made up 26% of consolidated net revenue. To focus on its core businesses, Intel sold its Xscale communications-chip division in the Mobility Group for $600 million to Marvell Technology Group, Ltd (MRVL) in Q4 2006. >>>
SM: What is your personal background?
JS: I have an undergraduate degree in computer science with a specialization in artificial intelligence and natural language processing. I also have a graduate degree in business (an MBA). Both degrees are from Columbia University.
Prior to joining Inform, I was the CEO and President of C.E. Unterberg, Towbin, an investment bank that supplies capital and advice to companies in the technology, global security, and healthcare industries. I was previously the executive managing director of investment services for Standard & Poor’s, from 1996 to 2004. I was responsible for approximately $200 million in annual revenue, including Standard & Poor’s broker/dealer, and Standard & Poor’s Securities, Inc. I managed approximately 750 employees globally. In addition, I led the team that evaluated and purchased Capital IQ for Standard & Poor’s in 2004, which is when I met Neal Goldman, the Founder of Inform.
SM: I see, you bought his first company, and then decided to join his next company! >>>
Top Players and Rankings
With more and more women going online for quality content on health, beauty, parenting, shopping, entertainment, dating, etc. there is a rising demand for women’s portals. Some of the top sites for women are iVillage, BellaOnline, Handbag and Janemag. Style, fashion, beauty, shopping sites are very popular among young college going women as well as working women.
The women’s sites are experiencing strong growth. iVillage has grown its user base in 11 of the past 12 months. Glam, which recently overtook Disney’s women network and Conde Nast’s Network, is catching up fast with iVillage. It claims to have over 16 million global visitors, although the way their traffic is measured is somewhat ambiguous. >>>
On the face of it, there is a strong similarity between Rediff (REDF) and Sify (SIFY). Both have portal sites that offer a wide gamut of online services. But in Sify’s case the portal is just a small piece in a big jigsaw puzzle that together makes up the company’s operations.
In order to understand Sify as it is today, let’s take a peek at its past.
In the early Internet era the most visible dotcom presence was inevitably a website and all that goes into getting it up and running, namely domain name registration, web design, and hosting.
Satyam Computer Services of which Sify, then Satyam Infoway was a part, incorporated in December 1995, was pretty much into virtually every Internet related service. This meant that while new companies with nimble-footed ability forged ahead offering focused and clearly identifiable services, Satyam despite first-mover advantage, chose to become bloated and burdened by a widely divergent product portfolio, outsourced services being their primary money-making business. >>>
SM: What is your target customer? (Please provide a good segmentation perspective)
JS: Our target clients include publishers and information providers who seek to maximize the value of their content. Many of these publishers support a network of properties, and employ Inform’s technology to offer more value to their users across sites. We also operate within a number of verticals including sports, finance, science, and law. Inform is increasingly targeting smaller publishers, including blogs, as we develop a model that will allow us to serve clients with fewer page views and smaller budgets. Current examples of live clients include The Washington Post, The New York Sun, Turner Broadcasting, and over 40 others. >>>
SM: Describe some of your team building experiences. Is your management team complete now?
KR: Finding the right executive team members can be a nerve-wracking experience. You are essentially giving a huge amount of responsibility to a person who in many cases you’ve only known for a few weeks during the interview process. A key element of your company’s success rests in their hands.
At LucidEra, the VP of Engineering was a co-founder with me, and I had worked with him for many years prior to us starting LucidEra together, so there was no risk there. But, with Marketing and Sales, I spent months talking to a large number of candidates. Then, when I felt I had found the right person for each of those roles, I asked each one to come in a few times and work with me on specific topics so I could see what it’s like to work with them. >>>
Women have made their presence felt on the Internet and if you don’t believe it then check the numbers below. Today, 51.7% of Internet users are women and they are growing. In 2006 the total number of women online in the US was 93.9 million compared to 88 million males. According to eMarketer, currently there are around 97.2 million female Internet users and the numbers are expected to rise up to 109.7 million in 2011, constituting 51.9% of the total online population.
In this post, we will be analyzing National Semiconductor as part of the series on the major players in the iPhone’s component ecosystem. In the iPhone, National Semiconductor supplies the 24-bit RGB serial display interface which connects the display to the graphics controller.
National Semiconductor (NYSE: NSM), with a market cap of $8.60 billion, is a leading analog company based in Santa Clara, California. Its main products include power management circuits, display drivers, audio and operational amplifiers, communication interface products, and data conversion solutions. Its operations are organized in two groups: the Power Management Group and the Analog Signal Path Group as well as three other business units that address displays, device connectivity, and ASIC & telecom. In fiscal 2006, approximately 86% of its revenues were generated from analog-based products. In June 2005, to focus on its core analog businesses, the company sold its cordless business unit in Europe to HgCapital.
On the financial front, in Q4 2007, National reported net income of $90.1 million, or 28 cents per share, on sales of $455.9 million. This is an increase of 5.8% from the previous quarter, which saw sales of $431.0 million and earnings of 22 cents per share. However, it is a year-on-year decline of 20.4% compared to Q4 2006 sales of $572.6 million and earnings of 34 cents per share. >>>