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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Marvell: Mobile Strategy and Outlook

By Vijay Nagarajan, Guest Author In the last two parts of this series, we looked at Marvell’s position and strategy in the wireless connectivity solutions market. These solutions serve another important purpose – to make Marvell’s cellular and handheld products competitive and complete. In this part, we will take a look at whether Marvell can

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Marvell: “A product cycle company”

By Vijay Nagarajan, Guest Author As part of our coverage of the mobile chip vendor space, we looked at Qualcomm, InterDigital, Broadcom and Texas Instruments in great detail. We now move on to another interesting and aggressive fabless semiconductor company – Marvell Technology group. Earlier coverage on Marvell can be found here, here and here.

TI+InterDigital = 3G Consolidation?

By Vijay Nagarajan, Guest Author In the previous article, I discussed what an acquisition of InterDigital can do to TI. What then will happen to the cellular industry and the 3G value chain?

TI Should Acquire Interdigital

By Vijay Nagarajan, Guest Author In my recently completed series on Texas Instruments, I pointed out that TI was not in a great position as far as 3G is concerned. I subsequently also suggested that the company ally with InterDigital to prevent further damage. Let us take this a step further and examine what it

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Texas Instruments: Mobile Market Strategy

By Vijay Nagarajan, Guest Author I mentioned in the last segment of this series that I was not happy with TI’s wireless and mobile market strategy. Let me try to explain why.

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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Broadcom: Valuation

By Vijay Nagarajan, Guest Author The last month has been a great revelation for me. I have ventured beyond my comfort zone to research and understand the nuances of various other related segments like WLAN, Bluetooth, GPS, set-top boxes, broadband modems, DVD players, and Ethernet. Such is the depth of Broadcom’s business. Before I go

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