Broadcom: Broadband Communications Business

By Vijay Nagarajan, Guest Author In my last article on Broadcom, I took a look at its Enterprise Networking Business and concluded that it is a steady revenue source for the company. I will now proceed to dissect the Broadband Communications business.

Broadcom: The Breadth and The Blur

By Vijay Nagarajan, Guest Author In the prequel, I discussed the positive aspects of the breadth of Broadcom’s portfolio. A broad product range certainly comes with its issues as well. Perhaps my biggest worry about Broadcom is its loss of focus at times. My point: You cannot be the jack of all trades and master

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Good Networking and Telecom Blogs

Here’s a quick survey of blogs in the networking and telecom domains that we like. Do you have some to add?

Trend Radar 2008: Turnarounds

2008 seems like a year in which several major companies are positioned for turnarounds. Whether or not they would be successful is another matter, but there is enough discontinuity in each of their markets, that turnarounds could happen. Here are some to watch:

Good Mobility and Convergence Blogs

Here are some we track: Network Administrator: Selena Frye at Networking Administrator has contributors discussing topics such as video conferencing, VoIP, mobile technology, and Unified Communications. Engadget: Engadget is one of most popular gadget blogs.

Time to Buy Comcast?

2007 has been a terrible year for Comcast (Nasdaq: CMCSA), the stock having lost over 35% value. Is it time to buy or does it have more downside? For one thing, Comcast is not going away. It dominates the US multi-channel television market, serving more than 21 million customers with an HFC network that passes

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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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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.