Smartphone Ecosystem (Part 1): Market Share

By guest author Nalini Kumar Muppala Smartphones have been the handset market’s savior in the market slump of 2009. Although the overall handset market shrunk nearly 7%, the smartphone market grew at a healthy 15%. The significance is clear, and every company in the phone business – hardware, software, carriers – wants to be part

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Forbes Column 2010: Palm’s Missed Opportunity

The company has done a poor job of differentiating its go-to-market strategy. Read more in this week’s Forbes column, Palm’s Missed Opportunity.

Bullish on RIM and Palm

Last week, Research In Motion Limited (NASDAQ:RIMM; TSX:RIM), the BlackBerry maker with annual revenue of $11.07 billion, reported stellar third quarter results while Palm, Inc. (NASDAQ:PALM) reported second quarter results that missed estimates. However, both companies beat estimates for device shipments. Let’s take a closer look.

Intel vs. ARM: In the Smartphone Era (Part 2)

By Guest Author Nalini Kumar Muppala The landscape of computing is undergoing a fundamental change. Mobile computing is gaining ground at the expense of traditional desktop-based computing. Computers are no longer merely productivity tools; they are increasingly being used for communication, networking, and entertainment on the go. To be sure, powerful desktops will still be

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Intel vs. ARM: In the Smartphone Era (Part 1)

By Guest Author Nalini Kumar Muppala Ms. Mitra recently raised some flags (and the beginnings of a lively reader discussion) by asking if Intel would buy ARM. There has been a lot of discussion lately in the technology press about the prospects of ARM being acquired and about the undeclared war between Intel and ARM.

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Infineon (Part 3): Holes In Wireless Portfolio

By Guest Author Nalini Kumar Muppala In the previous post, we looked at Infineon’s strengths in wireless. However, Infineon’s portfolio is still incomplete in the area of connectivity solutions, which are playing a major role in the convergence trend.

Infineon (Part 2): Wireless Strengths

By Guest Author Nalini Kumar Muppala Infineon is a formidable force in RF transceivers and is one of the predominant baseband suppliers. Forward Concepts ranks them #3 globally in total baseband (2G, 3G). Although Infineon’s visibility increased tremendously after design wins in the iPhone, it has been a longtime supplier of RF solutions to LG,

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ST-Ericsson (Part 3): Continuing To Innovate

By Guest Author Nalini Kumar Muppala Let’s continue from where we left off in the previous post, with an analysis of ST-Ericsson’s portfolio. Innovation Even as it juggles the enormous task of integrating various teams, ST-Ericsson needs to be commended for continuing to deliver innovative products.