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Top Ten Designs That Move

Posted on Friday, Jul 11th

This page is upon request from a reader. He wanted to see all my “Designs That Move” examples in one page. If you haven’t “experienced” these designs, you must. The links go to the pages that have reflections about the designs – some from me, some from the designers.

Deal radar 2008: Motionbox

Posted on Wednesday, Jun 18th

Motionbox is an online video sharing service based in New York City. The brainchild of Chris O’ Brien and Andrew Wason, MotionBox was dubbed a Youtube clone. It seems to have some interesting features though, and may be a reasonably priced acquisition for a larger player with distribution looking for an online video angle.

Infineon: Company Overview

Posted on Friday, Jun 13th

By Vijay Nagarajan, Guest Author We have, over the past year, presented detailed valuation theses for various mobile chipset vendors namely Qualcomm, Texas Instruments, Broadcom, InterDigital, Marvell and STMicroelectronics. This matrix will not be complete without Infineon – the German Chipmaker.

Deal Radar 2008: BitTorrent

Posted on Thursday, Jun 12th

BitTorrent—founded by Bram Cohen and Ashwin Navin in September 2004—is one of the players in the peer-to-peer content delivery industry. Headquartered in San Francisco, the company invented the BitTorrent protocol and runs a peer assisted content delivery system based on the protocol.

Catching Up on Readings: Hydro Alchemy

Posted on Saturday, May 10th

Since the last catching up list on April 26, you may have accumulated more backlog. What’s with the Yahoo-Microsoft frenzy? Here’s a quick cache of the articles since then that you may want to make sure you read:

3G iPhone and Qualcomm

Posted on Sunday, May 4th

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

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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Catching Up on Readings: Bootstrap Yourself!

Posted on Saturday, Apr 26th

Amidst the ocean of content that is coming at you, readers, I am sure you find yourselves overwhelmed. Here’s a recap of some articles from this site which you may have missed, but may be worth your time: