Marvell: Wireless Outlook

By Guest Author Nalini Kumar Muppala We last covered Marvell in-depth through Vijay Nagarajan’s series of articles published in the spring of 2008. It’s time to take a fresh look at recent developments at the company.

3G iPhone’s Top 5 Component Beneficiaries

The 3G iPhone is out. Besides Apple, who else is a beneficiary of this major PR event? Here, we look at the top five component vendors: Infineon, Triquint, Samsung, Broadcom and Interdigital.

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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Right Technology, Right Time: Opportunistic Ocarina CEO Murli Thirumale (Part 3)

SM: What year did you sell? MT: We sold it in 2005. Today the business is number two in revenue behind Juniper in the SSL VPN market. When we started we were probably the 30th company to enter that space. We were definitely not early to market, we were very late to the market. However,

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Right Technology, Right Time: Opportunistic Ocarina CEO Murli Thirumale (Part 2)

SM: What was the idea of Net6. MT: The original premise is very straight forward. We launched during the peak of the dot com boom. Back then it was all about grabbing eyeballs, and the next class of eyeballs to be grabbed was mobile eyeballs. Most companies founded in that timeframe focused on building middleware.

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Right Technology, Right Time: Opportunistic Ocarina CEO Murli Thirumale (Part 1)

Timing is an essential aspect of any successful venture. Attempt to launch the venture too soon and the market may not exist or be mature enough to sustain your venture. Enter the market too late and you are bound to be fighting competition. Murli Thirumale has repeatedly brought high technology to the market, and recounts

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Marvell: Valuation

By Vijay Nagarajan, Guest Author I value Marvell at $21 per share. As we have evaluated in this series, the company draws its strengths from the stable revenue coming from its storage, ethernet and WLAN businesses. Its primary weakness is its perceived inability to control its expenses that have resulted in a poor profit/loss record

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Marvell: Mobile Strategy and Outlook

By Vijay Nagarajan, Guest Author In the last two parts of this series, we looked at Marvell’s position and strategy in the wireless connectivity solutions market. These solutions serve another important purpose – to make Marvell’s cellular and handheld products competitive and complete. In this part, we will take a look at whether Marvell can

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