Sunpower: Good Planning on PolySilicon

SunPower is the technology leader in solar derived energy products for both residential and commercial applications. The company offers solar cells, solar panels, and inverter equipment. These high-efficiency solar cells and panels generate up to 50 percent more power per unit area than conventional solar technologies, making SunPower the technical leader in its industry. We

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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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Nvidia Riding the Graphics Boom

Nvidia’s (NASDAQ: NVDA) recent 3:2 stock-split on 9/10 must have helped, but the stock’s rally, this week, has more to do with Nvidia’s robust showing in the Q2/07 results. Net earning of $172.73 million ($0.43 a share) on a revenue of $935.3 million is almost double that of $86.7 million ($0.22 a share) in Q2/06

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Intel’s Multi-core Future

Intel (NASDAQ: INTC) is the world’s largest semiconductor company. It shot into limelight riding the famous “Intel Inside” marketing and branding campaign in 1990. Today, with an employee strength of 90,300 Intel currently ranks 62nd in the Fortune 500 list on the back of FY/06 revenues of $35.38 billion. This is however down from its

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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 14)

Here we discuss the current market environment, the competitive landscape with a focus on what current chips are being displaced by the multicore chips. SM: I read in the slides you sent me that you are expecting a TAM (Total Available Market) of $54 billion, is this based on the two markets we discussed –

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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 10)

Here Anant discusses his final area of innovation in Tilera, which is the piece which really supports their go-to-market strategy and allows companies to become early adopters of multicore processors. SM: What is the final innovation? AA: The fifth and final innovation is in software. The third “P” is programmability. There, we have done some

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The Next Big Innovation in Microprocessors: Anant Agarwal (Part 9)

I am curious how Anant addresses the intellectual property strategy for Tilera. In the back of my mind is the story of Tessera, a company that has had fundamental innovations in chip scale packaging, and today every single manufacturer of miniaturized consumer devices violate their patent, and pay them royalties. Some of the innovations that

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