iPhone Beneficiaries Qualcomm And Broadcom

Chipmakers Broadcom (NASDAQ:BRCM) and Qualcomm (NASDAQ:QCOM) recently reported their quarterly results. While Broadcom posted record sales on strong demand for electronic devices such as the iPad and iPhone, Qualcomm benefitted from the global growth in 3G. Let’s take a closer look.

Broadcom, Qualcomm, Legal Battles

The two leading chipmakers, Broadcom (NASDAQ:BRCM) and Qualcomm (NASDAQ:QCOM) have recently reported their results. While Qualcomm is enjoying a more stable legal environment after ending its disputes with Nokia and Broadcom and extending its patent deal with Samsung, Broadcom is getting involved in a legal tug-of-war with Emulex. Let’s take a closer look.

Deal Radar 2008: Appirio

Appirio was founded in October 2006 by Narinder Singh and Glenn Weinsten to help companies integrate Software-as-a-Service (Saas) solutions. Headquartered in San Mateo, California, the company has a strong advantage because of its partnerships with Google and Salesforce.com. A cloud integrator with a focus on cloud applications working well together, Appirio ‘practices what it preaches’

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Infineon: Future and Strategy

By Vijay Nagarajan, Guest Author Over the past two weeks, we have looked at Infineon’s financials and various business units. Before we proceed to its valuation, it will be useful to examine the company’s key strategic initiatives and growth possibilities if we exclude Qimonda from the picture.

Infineon: Wireless Business

By Vijay Nagarajan, Guest Author We recently evaluated Infineon’s industrial and automotive business and its wireline communications business. Let’s now take a quick look at its wireless communications business, which has been in the news for the past year due to the company’s presence in the iPhone.

ST Microelectronics: Wireless Business

By Vijay Nagarajan, Guest Author The JV with NXP has given STM the scale to succeed in the mobile wireless space. Putting its weight behind the convergence movement, the company plans to leverage its full suite of wireless solutions to enable the advanced mobile devices coming out of the Nokia stables among others. Let us

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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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