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Forbes Column 08: OLPC’s Last Billion

Posted on Saturday, Oct 18th

This week Zero-In focuses on Nicholas Negroponte’s One Laptop per Child (OLPC) and how it has segmented the market to focus on the last billion. Many have written about OLPC’s choices, including that to make the laptop a duel-boot system and include Windows, instead of keeping it entirely open source … blah blah blah …

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Qualcomm: Valuation Revisited

Posted on Sunday, May 4th

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

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Apple’s Component Strategy Shifts

Posted on Wednesday, Apr 23rd

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

Posted on Tuesday, Apr 22nd

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

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Next Phase in High Tech Individualism

Posted on Tuesday, Apr 15th

By Michael Kanazawa, Guest Author Dell just announced a massive change in direction that may leave a mark as meaningful as when Ford shifted the market from individual coach-builders to mass production. It’s not exactly the same situation, but it is a shift in manufacturing and business model that makes a huge statement about social

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Macbook Air Takes Convergence Device Movement Further

Posted on Tuesday, Jan 15th

Trust Apple to lead the market. Macbook Air, its new ultra-thin laptop is heading towards that uber-device we’re waiting for.

Intel’s Multi-core Future

Posted on Thursday, Sep 13th

Intel (NASDAQ: INTC) is the world’s largest semiconductor company. It shot into limelight riding the famous “Intel Inside” marketing and branding campaign in 1990. Today, with an employee strength of 90,300 Intel currently ranks 62nd in the Fortune 500 list on the back of FY/06 revenues of $35.38 billion. This is however down from its

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2 Billion Convergence Devices by 2015

Posted on Tuesday, Jun 19th

A recent Forrester report puts a number on the projections for the laptop replacement convergence device trend we have been discussing in our iPhone and the Future series. 2 Billion. While it took 27 years to reach one billion PCs, Forrester says it will take only five years to reach the next billion, due to

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