By Vijay Nagarajan, Guest Author In the last part of this series, we looked at STM’s strategic initiatives that are aimed at making the company more nimble and profitable. A very important part of this strategy was unveiled last month when the company decided to form a Joint venture with its wireless business and that
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
By Vijay Nagarajan, Guest Author In the introduction to this series, I reviewed the company’s history and businesses. Let us now review the company’s financials from a more holistic perspective.
Just as I said Comcast has not been doing anything to beef up its internet portfolio, they announced the acquisition of Plaxo for an estimated $150 Million.
TiEcon 2008 is coming up, and one of the programs they offer for entrepreneurs looking for funding is EBazaar.
Let Yahoo deal with its mess, Microsoft should go cold turkey on them for a year now, and let Jerry Yang get fired for failing to create shareholder value. A far more interesting question looms on the Microsoft side. What is Microsoft’s Internet strategy going forward?
By Vijay Nagarajan, Guest Author It has been around six months since I wrote my Qualcomm valuation series. I had at that time valued the company at $44.60. Following the company’s fiscal second quarter 2008 earnings conference call I reviewed its mobile opportunities, strategy and also its product strategy for convergence and mobile computing in
Amidst the ocean of content that is coming at you, readers, I am sure you find yourselves overwhelmed. Here’s a recap of some articles from this site which you may have missed, but may be worth your time: