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.

Financing & Exit

If you are a very early stage entrepreneur looking for financing, chances are you need a lot more than help with financing. Most likely, you need help with Positioning, as well as overall strategy. For the moment, I do not have the bandwidth to take these projects on on a pure equity basis. I do

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Interdigital: Key Valuation Assumptions

By Vijay Nagarajan, Guest Author As I mentioned in the prequel, the uncertainties surrounding the IP business model and also its new ASIC ventures make it impossible to come up with an accurate mathematical model for Interdigital’s valuation. Nonetheless, I have made certain simplifying assumptions to make the problem more tractable.

Trend Radar 2008: Miniaturization

Our wish list for what features we want on the convergence device keeps getting longer, while form factor keeps getting smaller. Familiar movie. Unfamiliar outcome.

Cadence: Buyout Rumors Persist

I have regularly commented on the EDA industry and discussed specific companies in the past, including Cadence, Mentor, Magma, and Synopsys. Today I come back to look at Cadence again, and examine what has changed since. During the summer Cadence (CDNS) was rumored to be in buyout discussions with Blackstone and KKR, which I said

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Fixed WiMAX – Last-mile broadband

By Vijay Nagarajan, Guest Author Today belongs to CDMA-based wireless technologies. These technologies will continue to dominate the wireless market at least until 2012, beyond which they will slowly be phased out by 4G technologies based on Orthogonal Frequency Division Multiple Access (OFDMA). OFDMA is a multi-user version of OFDM systems that transmit data by

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AMD Needs a Multi-Core Killer App

After it released its first dual core Opteron for servers on April 21, 2005 followed by the Athlon 64 X2 for desktops a month later, Intel released its first dual core, the Pentium Extreme Edition. Around the same time, AMD splashed full-page ads in newspapers calling upon the bigger rival to join a duel to

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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 15)

SM: What you are proposing sounds very disruptive. AA: It is completely disruptive; we can displace, depending on the market, FPGAs, DSPs, processors, ASICS. Right now initial markets are really in networking, but the fundamental technology is revolutionary. It will be the way all multicore systems are built in the future.