categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
design
Interdigital: Valuation
By Vijay Nagarajan, Guest Author “Seventy Five dollars! That cannot be,” was my own reaction when I first glanced at the result of my valuation analysis. The number sounded outrageous compared to the current stock price of IDCC – $20.13 after hour on Jan 30th, 2008. It was also 65% above my highest estimate of
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.
From Here and There
I find its site impossible to navigate, but Etsy, a crafts marketplace, has raised $27 Million this week. Here’s the story from VentureBeat. I like the idea of a crafts marketplace, in the same vein that I like all Renaissance ideas. But they need to hire a UI designer asap. Fake Steve Jobs gives a
Deal Radar 2008: Piczo Picture Perfect
Piczo allows teenagers worldwide to creatively express themselves, build personal communities, and share ideas and experiences with their friends in a safe online environment. Piczo recently introduced Piczo Zone. It allows users to decorate their profile pages in much the same way as teenagers decorate their rooms – with posters, music, etc. Piczo Zone has
Trend Radar 2008: Simplicity in Design
Simplicity and reduction in design are going to be the mantras in 2008, as industrial designers look for ways to make technology more human-centric. We are faced with the daunting challenge of delivering convergence devices with umpteen functions without losing the user. We are also faced with the challenge of delivering highly personalized user experiences
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.
Synopsys Looks Healthy, But
In our EDA review, Synopsys (Nasdaq: SNPS) is the second major player, always going neck-to-neck with Cadence. Synopsys announced Q4 earnings on December 6, 2007. Unlike the losses posted by competitor Mentor, Synopsys executives were quite pleased with their results and momentum throughout the year enabling Synopsys to meet or exceed all of their original
Buenos Aires Trip: Lele de Troya
In terms of restaurants, I found Lele de Troya in Palermo the most interesting, and not only for the food, which is delicious. My friend Maria Teresa and I danced until 1:30 am one night, and then went to Lele de Troya for dinner at 2:00 am. The restaurant is set in a large, three
