Catching Up on Readings: Hydro Alchemy

Since the last catching up list on April 26, you may have accumulated more backlog. What’s with the Yahoo-Microsoft frenzy? Here’s a quick cache of the articles since then that you may want to make sure you read:

3G iPhone and Qualcomm

By Vijay Nagarajan, Guest Author The 3G iPhone rumors are getting more frequent by the day. We all know it will hit the market. It is just a question of when. I have, in the past, looked at the likely component vendors for the impending iPhone including Infineon and InterDigital. As requested by one of

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Qualcomm: Valuation Revisited

By Vijay Nagarajan, Guest Author It has been around six months since I wrote my Qualcomm valuation series. I had at that time valued the company at $44.60. Following the company’s fiscal second quarter 2008 earnings conference call I reviewed its mobile opportunities, strategy and also its product strategy for convergence and mobile computing in

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Texas Instruments: Semiconductor Leadership

By Vijay Nagarajan, Guest Author Last fall, I presented a deep-dive analysis of the world’s leading mobile semiconductor company, Qualcomm (QCOM). More recently, I looked at the fortunes of Broadcom (BRCM), the company involved in several legal battles with the San-Diego based Qualcomm. Over the next few weeks, I will look at Texas Instruments (TXN)

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Interdigital: Valuation

By Vijay Nagarajan, Guest Author “Seventy Five dollars! That cannot be,” was my own reaction when I first glanced at the result of my valuation analysis. The number sounded outrageous compared to the current stock price of IDCC – $20.13 after hour on Jan 30th, 2008. It was also 65% above my highest estimate of

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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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