Hero banner

categories

HOT TOPICS

patent

Interdigital: Visionary Beginning, Rocky Past

Posted on Monday, Nov 19th

By Vijay Nagarajan, Guest Author Interdigital Communications Corporation (IDCC) is a King of Prussia, Pa based mid-cap company that thrives primarily on income from its intellectual property (IP) portfolio spanning 2G and 3G wireless technologies. Before I present my outlook on the company, let me throw in some historic perspective. International Mobile Machines Corporation (IMM),

Read Full Article »

QualComm: The Nokia War

Posted on Friday, Oct 12th

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

Read Full Article »

It’s About Place (Part 8)

Posted on Tuesday, Sep 25th

by Cal McElroy, Guest Author When I started this discussion on PlaceSmart Search and PlaceID back in May, there was a list of topics and issues I wanted to cover, but no clear vision on how to finish the series. As a start, here is a quick recap of the discussion: Paid local search, while

Read Full Article »

QualComm: The Aftermath

Posted on Wednesday, Sep 12th

By Vijay Nagarajan, Guest Author In the article “QualComm: Legal Battles Galore”, we reviewed the lawsuits that the company faced and also traced their genesis. In this article, we will look into the impact of these law-suits on QualComm (QCOM). There was definitely some action following these rulings – Verizon (VZ) signed an unprecedented agreement

Read Full Article »

QualComm: Legal Battles Galore

Posted on Sunday, Sep 9th

By Vijay Nagarajan, Guest Author The wireless industry witnessed a revolution named iPhone this summer. It has also been in the news constantly for another reason: The QualComm-BroadCom legal battle. Over the next few posts, I wish to discuss this story as it unfolds and provide some insights on its impact on QualComm (QCOM). A

Read Full Article »

Web 3.0 = (4C + P + VS) + Place

Posted on Friday, Sep 7th

Yes, we need to add a new variable to the definition of Web 3.0, and that variable is Place. Imagine. You are on a business trip in New York, and you need to buy a gift for your 13 year old son. You need a Size 8 Nike Air Zoom, and you have exactly 30

Read Full Article »

Eric Benhamou & the Turnaround of 3Com (Part 18)

Posted on Thursday, Sep 6th

To conclude an extremely interesting interview, here is a final, reflective segment with Eric. We will continue the story of Palm separately, later in September, once Palm’s shareholder vote for the Elevation Partners deal is completed. SM: You have watched what happened since then. What lost 3Com the position you were in at the end

Read Full Article »

The Next Big Innovation in Microprocessors: Anant Agarwal (Part 9)

Posted on Tuesday, Aug 28th

I am curious how Anant addresses the intellectual property strategy for Tilera. In the back of my mind is the story of Tessera, a company that has had fundamental innovations in chip scale packaging, and today every single manufacturer of miniaturized consumer devices violate their patent, and pay them royalties. Some of the innovations that

Read Full Article »