Forbes Column 08: Water Firm Enlivens IPO Market

My new Forbes column “Water Firm Enlivens IPO Market” is yet another story on ERI, the water desalination technology company. The stock is up almost 50% in a week of trading.

Infineon: Wireless Business

By Vijay Nagarajan, Guest Author We recently evaluated Infineon’s industrial and automotive business and its wireline communications business. Let’s now take a quick look at its wireless communications business, which has been in the news for the past year due to the company’s presence in the iPhone.

Infineon: Wireline Communications Business

By Vijay Nagarajan, Guest Author We have, so far in this series, reviewed Infineon’s financials, Qimonda and the industrial and automotive businesses. As we continue to dissect Infineon in our valuation analysis, we will now take a look at its wireline business.

Infineon: Industrial and Automotive business

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: Company Overview

By Vijay Nagarajan, Guest Author We have, over the past year, presented detailed valuation theses for various mobile chipset vendors namely Qualcomm, Texas Instruments, Broadcom, InterDigital, Marvell and STMicroelectronics. This matrix will not be complete without Infineon – the German Chipmaker.

Microsoft-Yahoo Talks End

The WSJ is reporting that Microsoft no longer wants to acquire Yahoo!. Shares of Yahoo lost 10%, or $2.63, to $23.52 as of 4 p.m Eastern. It will go down much further. Jerry Yang will be fired soon. The executive exodus will march on, and Kara Swisher is making a career out of reporting on

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ST Microelectronics: Valuation

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

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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