Broadcom: Time for Stellar Execution

By Vijay Nagarajan, Guest Author In the last part of this series, I talked about Broadcom’s aggressive campaign to become a leading vendor in the cellular IC market. In this piece, I will talk about the plan, the challenges and the need to execute these plans in style.

Broadcom: Aggression in the Cell Phone Market

By Vijay Nagarajan, Guest Author We have so far looked at Broadcom’s Enterprise Networking business, Broadband Communications business, and the Bluetooth and WLAN components of its Mobile and Wireless Business. I will now look at its cellular mobile business which, in my mind, is the make-or-break component for the company.

Broadcom: Bluetooth today and tomorrow

By Vijay Nagarajan, Guest Author I have, so far in this series, looked at Broadcom’s Enterprise Networking business and also its Broadband Communications business. In the next few articles, I will present a discussion of the various components of its mobile and wireless business unit before proceeding to its valuation. This piece focuses on Bluetooth.

Broadcom: The Breadth and The Blur

By Vijay Nagarajan, Guest Author In the prequel, I discussed the positive aspects of the breadth of Broadcom’s portfolio. A broad product range certainly comes with its issues as well. Perhaps my biggest worry about Broadcom is its loss of focus at times. My point: You cannot be the jack of all trades and master

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Broadcom: Resilient Core

By Vijay Nagarajan, Guest Author I follow Broadcom for at least three reasons. The first factor is its aggressive campaign to be right behind Qualcomm and TI in the mobile chipset business. Second is the spate of legal battles it has been involved in with Qualcomm. Of course, my final interest is its ‘big-brother’ competitor

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This Week’s Highlights

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: Key Valuation Assumptions

By Vijay Nagarajan, Guest Author As I mentioned in the prequel, the uncertainties surrounding the IP business model and also its new ASIC ventures make it impossible to come up with an accurate mathematical model for Interdigital’s valuation. Nonetheless, I have made certain simplifying assumptions to make the problem more tractable.

Interdigital: Qualcomm Can Acquire

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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