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
electronics
1Mby1M Deal Radar 2012: EE Technologies, Reno, Nev
Most people don’t care much about where the dash lighting, door lighting and seat belt sensors in their cars are manufactured. They only care that these things work properly. When people cross the street every day, they don’t worry about how the crosswalk signals were made. Again, they only care that these things work properly.
Deal Radar 2010: American Retroworks Inc.
Suppose you could recycle your TV for the price of a few cups of coffee, and know that it was done safely? This is the mission of American Retroworks Inc., an international recycling company for used electronics equipment – TVs, computers, printers, cathode ray tubes, mercury fluorescent lamps, and so forth – from business and
Infineon: Company Overview
By Vijay Nagarajan, Guest Author We have, over the past year, presented detailed valuation theses for various mobile chipset vendors namely Qualcomm, Texas Instruments, Broadcom, InterDigital, Marvell and STMicroelectronics. This matrix will not be complete without Infineon – the German Chipmaker.
Texas Instruments: 2007 Financials
By Vijay Nagarajan, Guest Author In the prequel, I pointed out that TI supplied semiconductor solutions to many markets making it one of the largest semiconductor companies in the world. Before I move on to dissect its businesses in detail, I wish to review the company’s 2007 financial results to put the rest of the
Will Magma Die on the Vine?
Magma Design Automation, Inc. (LAVA) provides electronic design automation software products and related services, and is our fourth and final company in the EDA review. In February 2007 I reviewed Magma and noted they were a potential acquisition target given their legal problems in a losing patent fight with Synopsys. I pondered on the possibility
Mentor Graphics: LBO Recommended
Our third company in the EDA review is Mentor Graphics (MENT). As I said in the Cadence piece, if any company in the EDA industry is perfect for an LBO, it is Mentor Graphics. It has at least two excellent franchises – DFM and PCB design – and other players in the industry would be
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
Web 3.0 & Amazon (Part 5)
Conclusion We have reviewed Amazon’s strategy in the upcoming Web 3.0 world over the last few days. Amazon has been focusing on enhancing its technology, introducing new categories of products and services (recently introduced, Amazon MP3 and Grocery), increasing depth of selection in each category, opening new markets (UK, Germany, Japan), offering better shopping tools
