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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
Qualcomm: Valuation Revisited
By Vijay Nagarajan, Guest Author It has been around six months since I wrote my Qualcomm valuation series. I had at that time valued the company at $44.60. Following the company’s fiscal second quarter 2008 earnings conference call I reviewed its mobile opportunities, strategy and also its product strategy for convergence and mobile computing in
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
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.
The Convergence Device Movement
Apple will be announcing earnings this week. Nokia announced last week, and their guidance was cautious. Rim already announced an excellent quarter. My sense is that all three companies will continue to do very well given the at large convergence device movement that is sweeping over our electronics-driven lives. Laptops will be abandoned in favor of
Marvell: WLAN market
By Vijay Nagarajan, Guest Author So far in the Marvell series, we have looked at the storage and Ethernet business areas. We also briefly touched upon the overall company strategy. As we move on to dissect the company’s wireless business, we will start with its position in the WLAN market.
The iPhone as a Minimum Viable Product Archetype
By Lance Glasser, Guest Author One of the more central concepts in product marketing is the minimum viable product. Especially when entering a new market, the question of what functionality to include in a product and what to leave out is critical to a timely and successful product launch. Leave out too much and the
Interdigital: Qualcomm Can Acquire
By Vijay Nagarajan, Guest Author Will Qualcomm acquire Interdigital? This was the question I raised in my last article. I will try to take a quick look at the feasibility of such an event in this part of my series. Interdigital has a market cap of about $1 billion today. The stock closed on Thursday,
Interdigital: A Qualcomm Acquisition Target?
By Vijay Nagarajan, Guest Author The genesis of my question is perhaps the synergies that I found hard to ignore between the two companies – The complementary intellectual property (IP) portfolios: The two companies are often in the news due to their legal wranglings. Interdigital recently won a English High Court ruling against Nokia that
