QualComm: Chasing More Silicon

By Vijay Nagarajan, Guest Author In the previous piece, we reviewed the revenue and valuation impact of potential pitfalls for QualComm. As I mentioned, a sustained future growth seemed tenuous. Let us see how QCOM might address this in the next 2-3 years –

QualComm: The effect on Valuation

By Vijay Nagarajan, Guest Author I have so far presented my projections of QualComm’s revenues for the next few years. In this part, I will perform an event-analysis based valuation of the wireless leader. I have only considered potential pitfalls in this analysis. In the sequel, I will look at what I consider are positive

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QualComm: The Nokia War

By Vijay Nagarajan, Guest Author Over the past few articles, I have taken a look at QualComm’s potential revenue flow over the next few years if it got its way. Before I proceed to look at the effect of the lawsuits and the industry consolidation on the company’s revenues and long term interests, I wish

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QualComm: Digging Gold

By Vijay Nagarajan, Guest Author In the last part of this series, I pointed out that CDMA-based phones will dominate tomorrow’s market providing QualComm a huge play. A look at the revenue projections that I have put together, will provide further insights on why the company is trying to hold tightly on to its IP

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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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Are Analysts Misleading Investors on Qualcomm?

Vijay Nagarajan has done a number of pieces on Qualcomm over the last few weeks, and it is time to take a look at how the stock is doing. Here is the chart: For recap, here are Vijay’s pieces:

QualComm: The Margins

By Vijay Nagarajan, Guest Author In the first part of this series, “QualComm: Legal Battles galore”, we looked at the legal events involving QualComm this year. We further looked at the significance of these events in “QualComm:The aftermath”. In this piece, I shall delve a little deeper into the impact of the legal battles and

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QualComm: The Aftermath

By Vijay Nagarajan, Guest Author In the article “QualComm: Legal Battles Galore”, we reviewed the lawsuits that the company faced and also traced their genesis. In this article, we will look into the impact of these law-suits on QualComm (QCOM). There was definitely some action following these rulings – Verizon (VZ) signed an unprecedented agreement

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