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Can ST Become Fabless?

Posted on Wednesday, May 28th 2008

Yesterday, Vijay Nagarajan completed his in-depth of analysis of ST Microelectronics . I will review his analysis as well as STM’s recent financials in this post. >>>

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Deal Radar 2008: Bill.com

Posted on Wednesday, May 28th 2008

Bill.com is targeted towards small and medium sized businesses, their accountants and bookkeepers, to help them send, receive, route, pay and store bills. The company recently changed its name from CashView. >>>

Bringing Banking To The Cell Phone Masses : Obopay CEO Carol Realini (Part 5)

Posted on Tuesday, May 27th 2008

SM: Can you deposit into the cell phone account?

CR: You can’t do that and nobody has asked us for that. Behind the scenes the money is always in a bank. When I send you money you as the user have to make a decision. Do you want to keep the money on the phone and set up an Obopay account linked to your phone? >>>

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ST Microelectronics: Valuation

Posted on Tuesday, May 27th 2008

By Vijay Nagarajan, Guest Author

I value ST Microelectronics at just under $15 per share. This is about 30% more than its current value. Its strengths include its broad portfolio, its position in the strengthening European block and its resultant wireless business outlook. The operating constraints caused by STM’s geopolitical ties are growth deterrents. Its commitment to the IDM model can make it tough to compete effectively against the crop of nimble fabless companies. >>>

Deal Radar 2008: PayCycle

Posted on Tuesday, May 27th 2008

PayCycle provides online payroll services for small businesses and for the accounting professionals who serve them. Their mission is to make paper-based payroll obsolete. Using a unique Do-It-With-You model, they guide users through the entire payroll procedure online – from paychecks to W-2s. The company has highly experienced professionals who have previously developed products like QuickBooks, Quicken and QuickPayroll among others. >>>

Doerr and his White Male Nerds

Posted on Tuesday, May 27th 2008

I saw this line in the San Francisco Chronicle recently: John Doerr likes to invest in “white male nerds who’ve dropped out of Harvard or Stanford, and they have absolutely no social life.”

Sad.

Bringing Banking To The Cell Phone Masses : Obopay CEO Carol Realini (Part 4)

Posted on Monday, May 26th 2008

SM: You were able to recognize this as a rudimentary structure which could support banking …

CR: Exactly. I just said, “Wow, there you have it! If we could just generalize the value being put into all of those phones we would have a banking system!” That type of banking system could reach places like Congo. If people can call and text each other then they can use their cell phones to send money to each other. That occurred in 2002 and I was not the only person on the planet to have that idea, but I got really interested in that idea anyways. I wanted to take cell phones and use them as a platform to deliver financial services. >>>

ST Microelectronics: Wireless Business

Posted on Monday, May 26th 2008

By Vijay Nagarajan, Guest Author

The JV with NXP has given STM the scale to succeed in the mobile wireless space. Putting its weight behind the convergence movement, the company plans to leverage its full suite of wireless solutions to enable the advanced mobile devices coming out of the Nokia stables among others. Let us now try and understand the company’s wireless products, strategy, and outlook. >>>