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Infineon: Industrial and Automotive business

Posted on Friday, Jun 20th

By Vijay Nagarajan, Guest Author We recently evaluated Infineon’s financials and the negative impact Qimonda has had on it. While it is facing difficulties offloading its Qimonda stake, the German chipmaker has done well in its two business segments. Let us take a quick look at the Industrial and Automotive business in this part.

Infineon: The Qimonda Challenge

Posted on Thursday, Jun 19th

By Vijay Nagarajan, Guest Author In the last part of this series, we looked at Infineon’s recent financials and pointed out that Qimonda is a key reason why the company is struggling to create more shareholders’ value. Let us now take a deeper look into Qimonda’s challenges and Infineon’s strategic initiatives to address the situation.

Vision India 2020: Maya Ray

Posted on Sunday, Jun 15th

One of the key issues that India was wrestling with in 2008 was how to preserve the Outsourcing industry since it had become such an important component of the country’s growth engine.

Blog Monetization

Posted on Thursday, Jun 12th

I have been promising many of you that I will do this post based on where things are currently on the internet. So here it is.

Outsourcing

Posted on Sunday, Jun 1st

Forbes has a special report on Outsourcing this weekend. Here’s our coverage on the topic:

Deal Radar 2008: Bill.com

Posted on Wednesday, May 28th

Bill.com is targeted towards small and medium sized businesses, their accountants and bookkeepers, to help them send, receive, route, pay and store bills. The company recently changed its name from CashView.

ST Microelectronics: Valuation

Posted on Tuesday, May 27th

By Vijay Nagarajan, Guest Author I value ST Microelectronics at just under $15 per share. This is about 30% more than its current value. Its strengths include its broad portfolio, its position in the strengthening European block and its resultant wireless business outlook. The operating constraints caused by STM’s geopolitical ties are growth deterrents. Its

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ST Microelectronics: Wireless Business

Posted on Monday, May 26th

By Vijay Nagarajan, Guest Author The JV with NXP has given STM the scale to succeed in the mobile wireless space. Putting its weight behind the convergence movement, the company plans to leverage its full suite of wireless solutions to enable the advanced mobile devices coming out of the Nokia stables among others. Let us

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