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Deal Radar 2008: iForem

Posted on Thursday, Oct 9th

At the cusp of SaaS and content protection sits today’s Deal Radar company, Redwood Shores, California-based iForem. It is a digital archiving company that delivers innovative tools for intellectual property (IP) and critical content protection based on its Automatic Retention Management (ARM) platform. iForem was conceptualized by Stephen A. Pieraldi, iForem’s CEO, in 2006. Pieraldi’s

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Deal Radar 2008: Pandora

Posted on Wednesday, Aug 6th

Pandora Media, based in Oakland, California, is an Internet radio web site. Founded by Tim Westergren in 2000, it was formerly known as Savage Beast Technologies. Pandora uses the Music Genome Project, a collection of songs that have been analyzed by trained musicians.

3G iPhone’s Top 5 Component Beneficiaries

Posted on Saturday, Jul 19th

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.

Infineon: The Qimonda Challenge

Posted on Thursday, Jun 19th

By Vijay Nagarajan, Guest Author In the last part of this series, we looked at Infineon’s recent financials and pointed out that Qimonda is a key reason why the company is struggling to create more shareholders’ value. Let us now take a deeper look into Qimonda’s challenges and Infineon’s strategic initiatives to address the situation.

3G iPhone and Qualcomm

Posted on Sunday, May 4th

By Vijay Nagarajan, Guest Author The 3G iPhone rumors are getting more frequent by the day. We all know it will hit the market. It is just a question of when. I have, in the past, looked at the likely component vendors for the impending iPhone including Infineon and InterDigital. As requested by one of

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Still Bullish on Shutterfly

Posted on Friday, May 2nd

Shutterfly (SFLY), the online photo company, recently declared first quarter results. Their revenue for the quarter of $34.3 million missed the market’s views of $34.8 million, even though it was 29% higher over previous year Q1 revenues. Their GAAP net loss at $0.15 per share met market expectations and was higher than GAAP net loss

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What do Wave 3 companies look like?

Posted on Saturday, Apr 19th

By Sudhakar Ram, Guest Author In response to Hari Swaminathan’s questions, I found it appropriate to explore what Wave 3 companies look like and how they will be different from the current set of IT service providers. Given that this is an emerging area, I am offering a set of models and expect that through

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Marvell: “A product cycle company”

Posted on Friday, Apr 11th

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.