Will RIM End Up In Dell’s Arms?

Research in Motion (NASDAQ: RIMM) was counting on the BlackBerry Playbook to pull them out of their downward spiral. But there was only a lukewarm reception to the Playbook, and RIM’s future continued to look glum. Gartner estimates that Apple’s iOS will continue to dominate the worldwide media tablet market through 2015. iOS will account for 69%

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Marvell: Valuation

By Vijay Nagarajan, Guest Author I value Marvell at $21 per share. As we have evaluated in this series, the company draws its strengths from the stable revenue coming from its storage, ethernet and WLAN businesses. Its primary weakness is its perceived inability to control its expenses that have resulted in a poor profit/loss record

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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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Apple’s Component Strategy Shifts

Apple just bought a 150-person chip company, P. A. Semi, to get its own low-power microprocessor design capabilities in-house.

The Convergence Device Movement

Apple will be announcing earnings this week. Nokia announced last week, and their guidance was cautious. Rim already announced an excellent quarter. My sense is that all three companies will continue to do very well given the at large convergence device movement that is sweeping over our electronics-driven lives. Laptops will be abandoned in favor of

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Trend Radar 2008: The Convergence Device Movement

I have tried to consistently synthesize trends that I see in the technology industry for my readers. In this new series, I will take a look at where these trends are going in 2008. The Convergence Device movement is in full swing, and as you have heard me say time and again, this is one

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Eric Benhamou: The Saga Of Palm (Part 11)

SM: So services as a key strategic initiative you think is still in beta! EB: Well, this was a core opportunity. In the Spring of 2005, at an annual strategy board meeting, it was decided that a key goal for the company would be in the subscription area. We had not been able to execute

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Eric Benhamou: The Saga Of Palm (Part 10)

SM: The big opportunity that I felt Palm missed out on was on the software side. There was a huge opportunity for enterprise integration. RIM was very good with the email, but that was it. They didn’t push it any further. Palm had good implementation of the Windows OS, and they could have gone in

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