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qualcomm
QualComm: Legal Battles Galore
By Vijay Nagarajan, Guest Author The wireless industry witnessed a revolution named iPhone this summer. It has also been in the news constantly for another reason: The QualComm-BroadCom legal battle. Over the next few posts, I wish to discuss this story as it unfolds and provide some insights on its impact on QualComm (QCOM). A
iPhone Competitors: Nokia’s Convergence Device Strategy
WSJ has a good roundup on the various iPhone competitors. One of the top iPhone competitors is expected to be Nokia’s N95, a high-end smart phone that, like the iPhone, has a relatively large color screen (2.6 in), can surf the Web and can play music and DVD-quality video. Unlike the iPhone, the N95, however,
iPhone and the Future of AT&T
In my recent iPhone series, I touched a lot of nerves when I said that Apple might drive the industry towards a global standard, and that standard might be GSM. USA Today reports: “AT&T has exclusive U.S. distribution rights for five years — an eternity in the go-go cellphone world. And Apple is barred for
iPhone and the Future of Qualcomm: Addendum
I wrote iPhone and the Future of Qualcomm last week, and it generated a huge amount of controversy. My main point in the iPhone series is that if iPhone succeeds in becoming the industry galvanizing event that I think it will be (even if the product itself is a limited success for Apple), it will
iPhone and What’s Coming: Synthesis
Over the last few weeks, we discussed a number of iPhone related issues that are key blocks challenging the rest of the eco-system today. Here is a quick synthesis of the key nuggets: (1) It’s positioning as a laptop replacement device, which I believe will force most of the other laptop and cellular handset vendors
iPhone and the Future of Texas Instruments
We discussed earlier, that Intel has decided to work on a chip that would power iPhone’s competitors. Other companies will also try to go after this important hyper-integrated chip that combines processing power, lowers power consumption to the limits, and handles high-end functions like video, GPS, etc. In the entire semiconductor landscape, the company that
iPhone and the Future of Qualcomm
Qualcomm (QCOM) has been reaping the benefits of the worldwide mobile industry boom for a while. Qualcomm engages in the design, development, manufacture, and marketing of digital wireless telecommunications products and services based on its Code Division Multiple Access (CDMA) technology, key competitor to GSM, the other standard. In fact, while most of the world
