Broadcom: Enterprise Networking Business

By Vijay Nagarajan, Guest Author In the previous articles in this series, we looked at the strengths and weaknesses of Broadcom. We also looked at the pros and cons of its broad portfolio of products and its growth by acquisition. Going forward, I will start to dissect the company’s enterprise networking products business.

Broadcom: Growth by acquisition

By Vijay Nagarajan, Guest Author Over the last two parts of this series, we discussed the advantages and disadvantages of Broadcom’s wide portfolio at length. It is also illustrative to look at a key strategy that the company has been following for a while now: Growth by acquisition.

The China Factor: Bain-3Com Deal Withdrawn

I reported on Bain’s proposed acquisition of 3Com when it was announced in late September. The deal has been withdrawn due to objections from the Committee on Foreign Investment in the United States (CFIUS). 3Com’s Tipping Point business unit supplies sensitive monitoring equipment to the US Government’s Defense Department.

Deal Radar 2008: Groople, Interesting Use of Context

Groople is an online group travel site, which helps with searching, planning and booking group travel. (Read my Interview with Groople CEO Mike Stacy) Groople is different from Expedia and Kayak in that it serves only group travelers, no individuals, and is thus a great focus on a specific “Context“.

Vertical Travel Ad Network CEO Cree Lawson (Part 10)

SM: What are your thoughts about exit? CL: I don’t think Elvis will leave the building for a long time yet. We’ve certainly had offers that would have made me a very wealthy man, or at least a guy with a very loud car stereo.

Microsoft, Masterful Maneuverings

Microsoft has been on the roll, lately. First it froze Facebook, and now it has made an unstoppable bid for Yahoo! while the latter is struggling to regain its stride. To finance this high value Yahoo! deal, Microsoft is expected to borrow money for the first time in its history. And recession worries and subprime

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Amazon Pursues Growth At All Costs

In 2007, Amazon’s stock price appreciated by over 125%. How does it look in 2008? Amazon preserves leadership in its core retail business, while layering on a variety of “services”. Amazon posted Q407 results in line with the Street’s estimates. Revenues grew 42% y-o-y to $5.67 billion from $3.99 billion in the quarter a year

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Google’s Mortalization

Those who make a habit of existing in the clouds eventually have to descend. Perhaps, Google is experiencing a slight doze of “mortalization”. Google investors have lost more than 18% of their money over the past month due to concerns about the crumbling US macroeconomic condition. After yesterday’s 4Q07 results which were highly overestimated by

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