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HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Qualcomm: Valuation Revisited
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
Still Bullish on Shutterfly
Shutterfly (SFLY), the online photo company, recently declared first quarter results. Their revenue for the quarter of $34.3 million missed the market’s views of $34.8 million, even though it was 29% higher over previous year Q1 revenues. Their GAAP net loss at $0.15 per share met market expectations and was higher than GAAP net loss
Cadence Languishes On
Cadence, (Nasdaq: CDNS) continued to be bothered with the woes of the EDA industry. Q1 results reported last week saw the quarter’s revenue drop by 21% annually and and 37% sequentially to $287 million. However, the revenue still beat market expectations of $285 million. EPS for Q1 met analyst expectation of $0.04, recording a fall
Marvell: Valuation
By Vijay Nagarajan, Guest Author I value Marvell at $21 per share. As we have evaluated in this series, the company draws its strengths from the stable revenue coming from its storage, ethernet and WLAN businesses. Its primary weakness is its perceived inability to control its expenses that have resulted in a poor profit/loss record
Marvell: Mobile Strategy and Outlook
By Vijay Nagarajan, Guest Author In the last two parts of this series, we looked at Marvell’s position and strategy in the wireless connectivity solutions market. These solutions serve another important purpose – to make Marvell’s cellular and handheld products competitive and complete. In this part, we will take a look at whether Marvell can
Amazon Toying with Vertical Integration
Amazon.com (AMZN) has been pursuing growth at all costs. Their recently announced Q1 2008 results are witness to that drive. They reported the quarter’s revenue at $4.13 billion, meeting analyst expectations and reporting a 37% increase over the previous year. Their earnings for the quarter at $0.34 were marginally higher than the market’s expectation of
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
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
