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qualcomm
Interdigital: A Qualcomm Acquisition Target?
By Vijay Nagarajan, Guest Author The genesis of my question is perhaps the synergies that I found hard to ignore between the two companies – The complementary intellectual property (IP) portfolios: The two companies are often in the news due to their legal wranglings. Interdigital recently won a English High Court ruling against Nokia that
Broadcom: Strengths and Weaknesses
By Vijay Nagarajan, Guest Author 2007 has been a happening year for the wireless industry. Apple’s iPhone and Google’s Android are just two examples of how even outsiders want a part of this very luscious pie. 2007 was eventful for another reason – the legal battles between two American communication devices manufacturers – Qualcomm and
Atheros and the u-Nav gambit
By Vijay Nagarajan, Guest Author I have, so far, refrained from expressing my opinions about my company, Atheros Communications (ATHR). But yesterday, we announced that we will acquire u-Nav Microelectronics for $54 million that includes $15.4 million in cash and 1.28 million shares of Atheros common stock. This news has forced me out of my
Mobile WiMAX – 4Ging the Future?
By Vijay Nagarajan, Guest Author In my last piece, I gave a brief historical perspective of WiMAX as a fixed wireless broadband standard. This article provides an insight into mobile WiMAX and its future as a 4G standard.
Marvell: Intel Deal Intelligent?
By Vijay Nagarajan, Guest Author Marvell (MRVL) is a Santa Clara based semiconductor company with a wide footprint ranging from storage, communications and consumer products. It was started in 1995 by Sehat Sutardja, his wife Weili Dai and his brother Pantas Sutardja. iPhone fans will know this company as the provider of its Wi-Fi capabilities.
Interdigital: A strategic shift
By Vijay Nagarajan, Guest Author In my introduction to Interdigital (IDCC), I had talked about the company’s past. As we saw, despite a visionary beginning, IDCC is yet to find its place in the wireless world. Instead, it has taken an exclusive IP licensing route making money off lawsuits so far. A key reason for
Interdigital: Visionary Beginning, Rocky Past
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),
QualComm: More on Valuation
By Vijay Nagarajan, Guest Author As I mentioned in my last article, QCOM has been pro-actively chasing more silicon with diversification efforts and aggressive development. There are a some key attributes to note – All the extra growth comes from its semiconductor business. Though at lower margins, it is a no litigation, no risk income.
