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This Week’s Highlights

Posted on Saturday, Feb 9th

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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Interdigital: Qualcomm Can Acquire

Posted on Sunday, Jan 13th

By Vijay Nagarajan, Guest Author Will Qualcomm acquire Interdigital? This was the question I raised in my last article. I will try to take a quick look at the feasibility of such an event in this part of my series. Interdigital has a market cap of about $1 billion today. The stock closed on Thursday,

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Interdigital: A Qualcomm Acquisition Target?

Posted on Saturday, Jan 12th

By Vijay Nagarajan, Guest Author The genesis of my question is perhaps the synergies that I found hard to ignore between the two companies – The complementary intellectual property (IP) portfolios: The two companies are often in the news due to their legal wranglings. Interdigital recently won a English High Court ruling against Nokia that

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Trend Radar 2008: The Convergence Device Movement

Posted on Wednesday, Jan 2nd

I have tried to consistently synthesize trends that I see in the technology industry for my readers. In this new series, I will take a look at where these trends are going in 2008. The Convergence Device movement is in full swing, and as you have heard me say time and again, this is one

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Nokia and the Indian Handset Market: Raincheck

Posted on Monday, Dec 24th

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?

Nokia and the Indian Handset Market: Overview

Posted on Friday, Dec 21st

By Vijay Nagarajan, Guest Author Nokia (NOK) has the most global footprint in the wireless industry today. While there are several facets of the Finnish company worth discussing, I would like to focus on one of my pet themes – Nokia in India.

Atheros and the u-Nav gambit

Posted on Monday, Dec 17th

By Vijay Nagarajan, Guest Author I have, so far, refrained from expressing my opinions about my company, Atheros Communications (ATHR). But yesterday, we announced that we will acquire u-Nav Microelectronics for $54 million that includes $15.4 million in cash and 1.28 million shares of Atheros common stock. This news has forced me out of my

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Fixed WiMAX – Last-mile broadband

Posted on Monday, Dec 10th

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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