World Cup Diary: Spain’s Moment

Spain’s moment has finally arrived. The Germans trampled England and Argentina, but just couldn’t break through the Spaniards. It’s nice to see two teams that have never won get to the finals. In the WSJ today, an article suggests that Europe will avoid a double-dip recession in 2010: “A regular quarterly survey released Wednesday by

Read Full Article »

World Cup Diary: Latin America Out

Great game, Uruguay vs. Holland. All-European final coming up. While we wait for the much-anticipated Germany vs. Spain game tomorrow, here is a video that one of my readers, Nagendra Shetty, sent me on the European debt crisis. It is at once funny, disturbing, and scary!

Postcard From Belgium

In the tradition of my postcards from Asia last winter, this summer, I will write you a few postcards from Europe.

Deal Radar 2008: GameDuell

GameDuell was launched in 2003 and offers skill games to be played against real opponents for real money. The site has around 20 popular games like Solitaire, Roll 5, Freecell and Roll 5.

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: Valuation

By Vijay Nagarajan, Guest Author I value ST Microelectronics at just under $15 per share. This is about 30% more than its current value. Its strengths include its broad portfolio, its position in the strengthening European block and its resultant wireless business outlook. The operating constraints caused by STM’s geopolitical ties are growth deterrents. Its

Read Full Article »

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

Read Full Article »

ST Microelectronics: Overview

By Vijay Nagarajan, Guest Author ST Microelectronics (STM) has been making steady progress in the wireless world. Last month, it decided to merge its wireless assets with NXP to form a JV that is now the third-largest wireless semiconductor company in the world. As we continue our vendor matrix study, we will dissect STM this

Read Full Article »