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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Strong iPhone Sales In Asia Lead Apple Up and Away

Apple (NASDAQ:AAPL) reported another strong quarter this week driven by a whopping 131% increase in iPhone shipments and a 33% increase in Mac sales. Apple started shipping its latest innovation, the iPad, on April 3 after the close of its first quarter and is already expected to have sold more than 500,000 units of the

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Marvell: Wireless Outlook

By Guest Author Nalini Kumar Muppala We last covered Marvell in-depth through Vijay Nagarajan’s series of articles published in the spring of 2008. It’s time to take a fresh look at recent developments at the company.

ST Microelectronics: Strategy

By Vijay Nagarajan, Guest Author As highlighted in our discussion of ST Microelectronics financials, the company has not been very profitable in the last few years. More importantly, it has been growing lesser than the semiconductor industry and losing market share. It is therefore appropriate to peek into the steps that the company has taken

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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

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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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Texas Instruments: Wireless Business Outlook

By Vijay Nagarajan, Guest Author In the past two segments on TI, I have presented my perspective of TI’s wireless strategy. Let us now look at how this will impact the company’s revenue outlook over the next few years.

Texas Instruments: DSP Market and OMAP

By Vijay Nagarajan, Guest Author In the prequel, we discussed TI’s growing analog semiconductor business. Digital Signal Processors (DSPs) is an equally big business for the company contributing 40% of its semiconductor revenues. TI dominates the DSP market with 65% share and its products are preferred in a variety of applications ranging from communication infrastructure,

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