This Week’s Posts

In case you have missed them, I started two series coverages this week which will each continue for several weeks: Trend Radar 2008 and Deal Radar 2008. I also addressed a question that is on a lot of minds right now: Is Google Invincible? And in the Technology Stocks series, we covered Apple, RIM, PALM,

Read Full Article »

Trend Radar 2008: Device Usability

Legend has it that John Rubinstein, father of the iPod, left Apple last year because he and Steve Jobs could not agree on one fundamental usability element for the iPhone. Rubinstein wanted the iPhone to have a keyboard. Jobs didn’t. While the iPhone has broken many records in achieving better usability, the lack of a

Read Full Article »

Trend Radar 2008: The Convergence Device Movement

I have tried to consistently synthesize trends that I see in the technology industry for my readers. In this new series, I will take a look at where these trends are going in 2008. The Convergence Device movement is in full swing, and as you have heard me say time and again, this is one

Read Full Article »

Interdigital: The Apple deal

By Vijay Nagarajan, Guest Author So far, I have presented an argument for why Interdigital stands to gain from the iPhone. Early this fall, the company signed a 7-year licensing agreement with Apple. Here is my interpretation of the license –

Interdigital: Inside the iPhone

By Vijay Nagarajan, Guest Author I concluded the last article in this series postulating that Interdigital will stand to gain not only from the licensing of essential patents to Apple but also from individual iPhone sales. To reason this out, let us take a quick look at the Infineon chipset in the current iPhone design-

Interdigital: The Infineon Alliance

By Vijay Nagarajan, Guest Author In the last article in this series, we took a brief look at Interdigital’s new 3G ASIC venture and the thought process behind these moves. In this piece, I wish to focus on the company’s alliance with Infineon, the German semiconductor company, whose latest claim to wireless fame is its

Read Full Article »

Broadcom: Strengths and Weaknesses

By Vijay Nagarajan, Guest Author 2007 has been a happening year for the wireless industry. Apple’s iPhone and Google’s Android are just two examples of how even outsiders want a part of this very luscious pie. 2007 was eventful for another reason – the legal battles between two American communication devices manufacturers – Qualcomm and

Read Full Article »

Marvell: Intel Deal Intelligent?

By Vijay Nagarajan, Guest Author Marvell (MRVL) is a Santa Clara based semiconductor company with a wide footprint ranging from storage, communications and consumer products. It was started in 1995 by Sehat Sutardja, his wife Weili Dai and his brother Pantas Sutardja. iPhone fans will know this company as the provider of its Wi-Fi capabilities.