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HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
NOK
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
Interdigital: A strategic shift
By Vijay Nagarajan, Guest Author In my introduction to Interdigital (IDCC), I had talked about the company’s past. As we saw, despite a visionary beginning, IDCC is yet to find its place in the wireless world. Instead, it has taken an exclusive IP licensing route making money off lawsuits so far. A key reason for
QualComm: The Nokia War
By Vijay Nagarajan, Guest Author Over the past few articles, I have taken a look at QualComm’s potential revenue flow over the next few years if it got its way. Before I proceed to look at the effect of the lawsuits and the industry consolidation on the company’s revenues and long term interests, I wish
Taking Stock
Here are a few technology stocks that I own and cover. My method had been investing in trends, and in markets that have momentum. Akamai (AKAM) Coverage: Online Video Beneficiaries: Akamai and Level 3’s Impact on Akamai? Clearly, my bet is on the growth in Online Video, and how the network infrastructure needs to scale
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
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
Are Analysts Misleading Investors on Qualcomm?
Vijay Nagarajan has done a number of pieces on Qualcomm over the last few weeks, and it is time to take a look at how the stock is doing. Here is the chart: For recap, here are Vijay’s pieces:
