Marvell: Wireless Outlook

By Guest Author Nalini Kumar Muppala We last covered Marvell in-depth through Vijay Nagarajan’s series of articles published in the spring of 2008. It’s time to take a fresh look at recent developments at the company.

3G iPhone’s Top 5 Component Beneficiaries

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: Wireless Business

By Vijay Nagarajan, Guest Author We recently evaluated Infineon’s industrial and automotive business and its wireline communications business. Let’s now take a quick look at its wireless communications business, which has been in the news for the past year due to the company’s presence in the iPhone.

Catching Up on Readings: Hydro Alchemy

Since the last catching up list on April 26, you may have accumulated more backlog. What’s with the Yahoo-Microsoft frenzy? Here’s a quick cache of the articles since then that you may want to make sure you read:

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: Connectivity Solutions

By Vijay Nagarajan, Guest Author As we continue to analyze the company’s wireless products, it is illustrative to look at its connectivity solutions strategy. In the last segment of this series, we discussed Marvell’s WLAN business. In this piece, I will analyze its Bluetooth and GPS strategies, which I consider as vital elements of tomorrow’s

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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.

Marvell: Ethernet business

By Vijay Nagarajan, Guest Author In the previous articles in this series, we looked at Marvell’s product strategy, briefly reviewed the fiscal 2008 financials before dissecting the storage business area. Let us now take a look at Marvell’s position in its Ethernet semiconductor business.