Seven Tech Stocks For Long-Term Hold

One of the best ways to make money in the stock market is to identify high caliber companies early on in their history, and hold on to them through the long term (I mean years, not quarters). I particularly like companies that have large market forces driving them. In some cases, these may not be

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Infineon: Wireless Business

By Vijay Nagarajan, Guest Author We recently evaluated Infineon’s industrial and automotive business and its wireline communications business. Let’s now take a quick look at its wireless communications business, which has been in the news for the past year due to the company’s presence in the iPhone.

ST Microelectronics: NXP JV

By Vijay Nagarajan, Guest Author In the last part of this series, we looked at STM’s strategic initiatives that are aimed at making the company more nimble and profitable. A very important part of this strategy was unveiled last month when the company decided to form a Joint venture with its wireless business and that

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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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3G iPhone and Qualcomm

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

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!

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:

Apple’s Component Strategy Shifts

Apple just bought a 150-person chip company, P. A. Semi, to get its own low-power microprocessor design capabilities in-house.