Interdigital: A Qualcomm Acquisition Target?

By Vijay Nagarajan, Guest Author The genesis of my question is perhaps the synergies that I found hard to ignore between the two companies – The complementary intellectual property (IP) portfolios: The two companies are often in the news due to their legal wranglings. Interdigital recently won a English High Court ruling against Nokia that

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This Week’s Posts

In case you have missed them, I started two series coverages this week which will each continue for several weeks: Trend Radar 2008 and Deal Radar 2008. I also addressed a question that is on a lot of minds right now: Is Google Invincible? And in the Technology Stocks series, we covered Apple, RIM, PALM,

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News Corp. Charging Ahead

News Corp. has certainly been the most bold and dramatic dealmaker of 2007. Murdoch gets it. WSJ print revenues were up 7% in October and online revenues were up 30%. I have already discussed, why the WSJ acquisition is a good one, and suggested that the WSJ should go free. This week, Bear Sterns Analyst

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Trend Radar 2008: Device Usability

Legend has it that John Rubinstein, father of the iPod, left Apple last year because he and Steve Jobs could not agree on one fundamental usability element for the iPhone. Rubinstein wanted the iPhone to have a keyboard. Jobs didn’t. While the iPhone has broken many records in achieving better usability, the lack of a

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Microsoft, The Sleeping Giant

In 2008, I hope Microsoft wakes up. With Google and Apple going gangbusters, Microsoft has threats coming at it from every direction. As we discussed earlier, Microsoft earned revenues of $13.76 billion for the quarter ended September 30, 2007, a 27% increase over the same period of the prior year. Operating income, net income and

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Trend Radar 2008: The Convergence Device Movement

I have tried to consistently synthesize trends that I see in the technology industry for my readers. In this new series, I will take a look at where these trends are going in 2008. The Convergence Device movement is in full swing, and as you have heard me say time and again, this is one

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Interdigital: The Apple deal

By Vijay Nagarajan, Guest Author So far, I have presented an argument for why Interdigital stands to gain from the iPhone. Early this fall, the company signed a 7-year licensing agreement with Apple. Here is my interpretation of the license –

Interdigital: Inside the iPhone

By Vijay Nagarajan, Guest Author I concluded the last article in this series postulating that Interdigital will stand to gain not only from the licensing of essential patents to Apple but also from individual iPhone sales. To reason this out, let us take a quick look at the Infineon chipset in the current iPhone design-