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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Apple’s Dramatic Risks and Ambitions

News from Apple is often big news. Apple released its second quarter results yesterday. Revenue was $7.51 billion, down 22% q-o-q and up 42% y-o-y driven by strong demand for Macs and the ever-popular iPhone. Net income was $1.05 billion, or $1.16 per diluted share, up 36% y-o-y. International sales, which were 44% of the

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Apple’s Component Strategy Shifts

Apple just bought a 150-person chip company, P. A. Semi, to get its own low-power microprocessor design capabilities in-house.

Marvell: Fiscal 2008 financials

By Vijay Nagarajan, Guest Author In my previous article on Marvell, I provided a brief overview of the company strategy and product portfolio. Before we move on to dissect the various business areas, let us take a brief look at the fiscal 2008 financials.

Marvell: “A product cycle company”

By Vijay Nagarajan, Guest Author As part of our coverage of the mobile chip vendor space, we looked at Qualcomm, InterDigital, Broadcom and Texas Instruments in great detail. We now move on to another interesting and aggressive fabless semiconductor company – Marvell Technology group. Earlier coverage on Marvell can be found here, here and here.

Texas Instruments: Semiconductor Leadership

By Vijay Nagarajan, Guest Author Last fall, I presented a deep-dive analysis of the world’s leading mobile semiconductor company, Qualcomm (QCOM). More recently, I looked at the fortunes of Broadcom (BRCM), the company involved in several legal battles with the San-Diego based Qualcomm. Over the next few weeks, I will look at Texas Instruments (TXN)

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Intel Wins By Staying “Inside” the Box

By Michael Kanazawa, Guest Author We all hear that you need to think outside of the box to develop breakthrough strategies. In Intel’s case, the winning strategy is more likely to stay “Inside” the box and to stay focused.