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Apple Will NOT Buy ARM

Posted on Monday, Jun 21st

The beauty of intellectual property (IP) businesses is that they do not have to wrangle over component prices: A single innovation and they collect royalties for years. ARM Holdings (NASDAQ:ARMH), InterDigital (NASDAQ:IDCC), and Tessera (NASDAQ:TSRA) are examples of such IP businesses in the smartphone sector. And all three have benefited from the market coming their

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Marvell And Infineon: Two Sides Of A Coin

Posted on Friday, Jun 18th

Apple is selling a million iPads a month, reports Om Malik. The iPad is galvanizing the mobile device market. According to a new forecast from IDC, worldwide media tablet shipments will grow from 7.6 million units in 2010 to more than 46 million units in 2014, representing a CAGR of 57.4%. Chipmakers such as Marvell

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Naukri.com And Facebook As A Job-Seeking Tool

Posted on Thursday, Jun 17th

Across the globe, economies seem to be recovering. The latest Job Search Index by the Indian recruiter Naukri.com (NAUKRI.BO) reported that May hiring activity was up 29% over the year. Growth is returning across all sectors with key industry sectors such as IT–software, banking, and auto returning to pre-downturn levels. For these three sectors, the

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Optical Networking On The March

Posted on Wednesday, Jun 16th

Cloud computing, social networking, video and music streaming, and HDTV are some of the trends driving the need for increased bandwidth. The existing network infrastructure based on copper cabling cannot withstand such bandwidth pressure, which is why fiber optic cabling is fast replacing it. Optical networking companies JDS Uniphase (NASDAQ:JDSU and TSX:JDU) and Finisar (NASDAQ:FNSR)

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PLD Market Marching Ahead

Posted on Tuesday, Jun 15th

In my most recent post on the programmable logic device (PLD) sector, I discussed speculation that Intel would acquire Xilinx (NASDAQ:XLNX). Programmability in chip design has become a key factor that is driving a large portion of the semiconductor business at the moment. James Detar of Investor’s Business Daily reports that after a decade of slow

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Blue Nile, WebMD Holding Steady

Posted on Monday, Jun 14th

According to the latest SpendingPulse report, the U.S. retail sector continued to grow, with e-commerce sales reporting their tenth consecutive month of double-digit growth. For the month of May, e-commerce sales grew 13.7% over the year. Overall luxury retail sales grew 9.7% in the period, reporting a sixth consecutive month of growth. Within the segment,

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Dolby Eyeing Apple

Posted on Friday, Jun 11th

Dolby (NYSE:DLB) has transformed itself from an audio IP licensing company into an entertainment technology company. As we saw in the previous quarter, it is eyeing the 3D market and is now turning to the mobile market with its Dolby Mobile technology. Let’s take a closer look.

Rough Summer Ahead For Solar Industry

Posted on Thursday, Jun 10th

The solar market is preparing for a tough summer. Despite growth in demand, the industry is worried about the feed-in tariff cuts to be imposed by Germany, the world’s biggest solar energy market, from July 1. Following the Greek economic crisis, governments across the continent are cutting subsidies and expenses to manage their budgets. Benefits being given to

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