This Week’s Highlights

In case you have missed them, here are the must-read pieces from this week: * Is Google Scared? * Facebook Woes Coming? * Qualcomm and Nokia Both Show Headroom * The Microsoft-Yahoo! Battle Plan (Forbes) * Vertical Travel Ad Network CEO Cree Lawson (Interview) * Microsoft, Masterful Maneuverings * Cadence Crashes. Now What? * Interdigital:

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Nokia and the Indian Handset Market: Raincheck

By Vijay Nagarajan, Guest Author As we saw in the prequel to this piece, India is a very attractive market for handset vendors. Nokia, is perhaps the best prepared to address this exploding market. So, what does Nokia have going for it in India?

Mobile WiMAX – 4Ging the Future?

By Vijay Nagarajan, Guest Author In my last piece, I gave a brief historical perspective of WiMAX as a fixed wireless broadband standard. This article provides an insight into mobile WiMAX and its future as a 4G standard.

Fixed WiMAX – Last-mile broadband

By Vijay Nagarajan, Guest Author Today belongs to CDMA-based wireless technologies. These technologies will continue to dominate the wireless market at least until 2012, beyond which they will slowly be phased out by 4G technologies based on Orthogonal Frequency Division Multiple Access (OFDMA). OFDMA is a multi-user version of OFDM systems that transmit data by

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QualComm: Digging Gold

By Vijay Nagarajan, Guest Author In the last part of this series, I pointed out that CDMA-based phones will dominate tomorrow’s market providing QualComm a huge play. A look at the revenue projections that I have put together, will provide further insights on why the company is trying to hold tightly on to its IP

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QualComm: The 3G Goldmine

By Vijay Nagarajan, Guest Author In previous articles, we looked at QualComm’s legal wranglings and the potential impact. Ms.Mitra subsequently posed a question on whether QualComm (QCOM) is a stock to shunt. In this article, I will analyze the impact of the various technologies and the handset market on QualComm thus opening up a debate

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QualComm: The Margins

By Vijay Nagarajan, Guest Author In the first part of this series, “QualComm: Legal Battles galore”, we looked at the legal events involving QualComm this year. We further looked at the significance of these events in “QualComm:The aftermath”. In this piece, I shall delve a little deeper into the impact of the legal battles and

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iPhone’s Competitors: Synthesis

Last week, we reviewed iPhone’s competitors. I would bet on the convergence device movement as a whole, and it would be safe to assume that the overall market growth will offer growth opportunity to all the players. I would bet on RIM for the short term, and Samsung for the long term. Palm and Motorola

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