Broadcom: Valuation

By Vijay Nagarajan, Guest Author The last month has been a great revelation for me. I have ventured beyond my comfort zone to research and understand the nuances of various other related segments like WLAN, Bluetooth, GPS, set-top boxes, broadband modems, DVD players, and Ethernet. Such is the depth of Broadcom’s business. Before I go

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Broadcom: Aggression in the Cell Phone Market

By Vijay Nagarajan, Guest Author We have so far looked at Broadcom’s Enterprise Networking business, Broadband Communications business, and the Bluetooth and WLAN components of its Mobile and Wireless Business. I will now look at its cellular mobile business which, in my mind, is the make-or-break component for the company.

Broadcom: Enterprise Networking Business

By Vijay Nagarajan, Guest Author In the previous articles in this series, we looked at the strengths and weaknesses of Broadcom. We also looked at the pros and cons of its broad portfolio of products and its growth by acquisition. Going forward, I will start to dissect the company’s enterprise networking products business.

Good Mobility and Convergence Blogs

Here are some we track: Network Administrator: Selena Frye at Networking Administrator has contributors discussing topics such as video conferencing, VoIP, mobile technology, and Unified Communications. Engadget: Engadget is one of most popular gadget blogs.

PC Games – Where We’ve Been, Where We’re Going

By Gabe Zichermann, Guest Author Most of the innovation in today’s game industry can be traced directly to key advances brought first to the PC, not to mention the millions of players that got their (awkward) start with Leisure Suit Larry on the Apple II. As the most open and edge-technology driven sector of the

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Pioneering Video Conferencing: Polycom CEO Bob Hagerty (Part 10)

SM: How would that work? The doctor’s office has to buy the Polycom suite? BH: The best example I have seen is Escorts Hospital in India. There, the population is not served well in rural areas. They have outreach clinics and they have our device in a regional center. People will come into the regional

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Level 3’s Impact on Akamai?

I wrote about Akamai earlier this week, and thought it would be a good idea to add this short post about Level 3’s price cuts. The Level 3 announcement that they would be offering CDN services at the same rate as normal bandwidth has thrown a lot of confusion in the market. Mostly, it is

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3Com Is Now REALLY Going After Cisco

I just got off the phone with Eric Benhamou, with whom, as you know, I have been discussing 3Com and Palm recently. I said earlier, that 3Com is trying to take on Cisco with its Chinese JV H3C in my Online Video Beneficiaries series, and that Cisco is a fat company that deserves to be

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