Comcast Pursues Roll-Up Strategy

Comcast (CMCSA) has been managing to beat the economic downturn. Its quarterly performance and the rising stock price are indicative of the company’s execution strength.

Infineon: Future and Strategy

By Vijay Nagarajan, Guest Author Over the past two weeks, we have looked at Infineon’s financials and various business units. Before we proceed to its valuation, it will be useful to examine the company’s key strategic initiatives and growth possibilities if we exclude Qimonda from the picture.

Infineon: Wireline Communications Business

By Vijay Nagarajan, Guest Author We have, so far in this series, reviewed Infineon’s financials, Qimonda and the industrial and automotive businesses. As we continue to dissect Infineon in our valuation analysis, we will now take a look at its wireline business.

Deal Radar 2008: Brightcove

Brightcove is an online video publishing company that lets users—both established media networks and independent content makers—monetize their content through ad revenues. It was founded in 2004 by Jeremy Allaire, who is now CEO.

Infineon: Financials

By Vijay Nagarajan, Guest Author In the first part of this series, I presented an overview of the company’s various business segments. With that as the background, let us look into the company’s recent financials.

ST Microelectronics: Strategy

By Vijay Nagarajan, Guest Author As highlighted in our discussion of ST Microelectronics financials, the company has not been very profitable in the last few years. More importantly, it has been growing lesser than the semiconductor industry and losing market share. It is therefore appropriate to peek into the steps that the company has taken

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Adify is Sold

On my Deal Radar 2008 recently was vertical ad network enabler, Adify. They have been sold today for $300 Million to Cox Enterprises, an unlikely buyer. I have written a lot about Adify. You can read my interview last year with CEO Russ Fradin here. The ads that you see on this site are mostly

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Texas Instruments: Analog Market

By Vijay Nagarajan, Guest Author In the last part of this series, I presented a brief analysis of TI’s 2007 Financials. As I mentioned before, the company’s semiconductor business has two pillars – namely DSP and analog. While DSP has been TI’s traditional strength, analog, which is one of the largest semiconductor markets, is fast

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