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HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
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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
Amazon Toying with Vertical Integration
Amazon.com (AMZN) has been pursuing growth at all costs. Their recently announced Q1 2008 results are witness to that drive. They reported the quarter’s revenue at $4.13 billion, meeting analyst expectations and reporting a 37% increase over the previous year. Their earnings for the quarter at $0.34 were marginally higher than the market’s expectation of
Apple’s Dramatic Risks and Ambitions
News from Apple is often big news. Apple released its second quarter results yesterday. Revenue was $7.51 billion, down 22% q-o-q and up 42% y-o-y driven by strong demand for Macs and the ever-popular iPhone. Net income was $1.05 billion, or $1.16 per diluted share, up 36% y-o-y. International sales, which were 44% of the
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
Marvell: Connectivity Solutions
By Vijay Nagarajan, Guest Author As we continue to analyze the company’s wireless products, it is illustrative to look at its connectivity solutions strategy. In the last segment of this series, we discussed Marvell’s WLAN business. In this piece, I will analyze its Bluetooth and GPS strategies, which I consider as vital elements of tomorrow’s
Marvell: WLAN market
By Vijay Nagarajan, Guest Author So far in the Marvell series, we have looked at the storage and Ethernet business areas. We also briefly touched upon the overall company strategy. As we move on to dissect the company’s wireless business, we will start with its position in the WLAN market.
Marvell: Ethernet business
By Vijay Nagarajan, Guest Author In the previous articles in this series, we looked at Marvell’s product strategy, briefly reviewed the fiscal 2008 financials before dissecting the storage business area. Let us now take a look at Marvell’s position in its Ethernet semiconductor business.
Not Bullish on eBay
I said earlier upon Meg Whitman’s departure that eBay has a bounce back opportunity ahead. As their new CEO, John Donahoe, announced Q1 results today, they exceeded market expectations on all counts. Q1 revenues of $2.19 billion and EPS of $0.42 were higher than analysts’ views of $2.08 billion revenue with $0.39 EPS.
