Broadcom: Strengths and Weaknesses

By Vijay Nagarajan, Guest Author 2007 has been a happening year for the wireless industry. Apple’s iPhone and Google’s Android are just two examples of how even outsiders want a part of this very luscious pie. 2007 was eventful for another reason – the legal battles between two American communication devices manufacturers – Qualcomm and

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Web 3.0 & Google (Part 5)

Conclusion Google is a global technology leader focused on providing people access to information. The Company’s website is a top Internet destination and its brand name is one of the most recognized. Google generates revenues by delivering relevant online advertising to its users, mainly through sponsored search ads. The Company is a clear leader in

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Web 3.0 & Google (Part 4)

Acquisition Strategy Google has made several acquisitions this year. The key acquisitions were Adscape, Trendalyzer, Marratech, FeedBurner, PeakStream, GrandCentral, Postini and Jaiku. Google is yet to complete its $3.1 billion acquisition of DoubleClick Inc., a global leader in digital marketing technology and services. Google’s acquisition strategy is different from most other companies. Google has mostly

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Web 3.0 & Google (Part 3)

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Google sites. This is, in fact, an interesting analysis, since Google’s horizontal approach is pretty much against the grain of the vertical nature of my Web 3.0 framework.

Web 3.0 & Google (Part 2)

Vertical Strategy Google has adamantly maintained that a magically simple, clean User Interface is part of its key to world domination. This year, however, we have started seeing a clear trend towards verticalization of the web. In fact, my entire Web 3.0 thesis is based on verticalization, and Vertical Search, in particular, is a key

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Web 3.0 & Google (Part 1)

Introduction Google is the world’s largest search engine and online advertising network. Founded in 1998 by Stanford Ph.D. students Larry Page and Sergey Brin, Google today is a top web property in all major global markets. It is the largest American company (by market capitalization over $217 billion) that is not part of the Dow

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Atheros and the u-Nav gambit

By Vijay Nagarajan, Guest Author I have, so far, refrained from expressing my opinions about my company, Atheros Communications (ATHR). But yesterday, we announced that we will acquire u-Nav Microelectronics for $54 million that includes $15.4 million in cash and 1.28 million shares of Atheros common stock. This news has forced me out of my

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Web 3.0 & Amazon (Part 5)

Conclusion We have reviewed Amazon’s strategy in the upcoming Web 3.0 world over the last few days. Amazon has been focusing on enhancing its technology, introducing new categories of products and services (recently introduced, Amazon MP3 and Grocery), increasing depth of selection in each category, opening new markets (UK, Germany, Japan), offering better shopping tools

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