As we continue to analyze the company’s wireless products, it is illustrative to look at its connectivity solutions strategy. In the last segment of this series, we discussed Marvell’s WLAN business. In this piece, I will analyze its Bluetooth and GPS strategies, which I consider as vital elements of tomorrow’s convergence devices. >>>
SM: Where are you at now in terms of revenue, profitability, and traffic?
BT: The Mobissimo.com site has been operating for three years. We’ve been open to the public since November 2004, and we’ve generating revenue and been profitable since June 2005. >>>
In response to Hari Swaminathan’s questions, I found it appropriate to explore what Wave 3 companies look like and how they will be different from the current set of IT service providers. Given that this is an emerging area, I am offering a set of models and expect that through dialog we will be able to enrich the base of possible models as well as their descriptions. >>>
So far in the Marvell series, we have looked at the storage and Ethernet business areas. We also briefly touched upon the overall company strategy. As we move on to dissect the company’s wireless business, we will start with its position in the WLAN market. >>>
SM: What is your TAM and how do you calculate it?
BT: According to Henry Harteveldt Forrester Research’s travel expert, the online travel market represents the highest growing proportion of the overall travel market. Online travel is also the most lucrative. PhoCusWright says that online travel spending reached nearly $100 billion in 2007. >>>
Google (GOOG) reported their Q1 numbers yesterday exceeding all market expectations. Q1 revenues were $5.2 billion with EPS of $4.84 compared to the street’s views of $5.1 billion with EPS of $4.52. The revenue reported a 42% increase over Q1 revenues of the previous year. >>>
My new Forbes column Bootstrap Yourself highlights Silicon Valley’s hottest new trend, Bootstrapping. Great bootstrapping case studies I have covered are Sridhar Vembu, Frank Levinson and Jerry Rawls, Cree Lawson, and Beatrice Tarka. Sridhar, Frank and Jerry did it almost without any outside money, while Cree and Beatrice have done it with very small rounds of Angel funding. Aspiring entrepreneurs, you have much to learn from them.
In the previous articles in this series, we looked at Marvell’s product strategy, briefly reviewed the fiscal 2008 financials before dissecting the storage business area. Let us now take a look at Marvell’s position in its Ethernet semiconductor business. >>>