Marvell: Fiscal 2008 financials

By Vijay Nagarajan, Guest Author In my previous article on Marvell, I provided a brief overview of the company strategy and product portfolio. Before we move on to dissect the various business areas, let us take a brief look at the fiscal 2008 financials.

Good Time to Buy Autodesk

I have worked a lot with CAD businesses in their various forms, so I have a fair bit of visceral knowledge of the market. I own Autodesk stock, and have no intention of selling it anytime soon. With that backdrop, let’s look at their most recent financials and business metrics.

Marvell: “A product cycle company”

By Vijay Nagarajan, Guest Author As part of our coverage of the mobile chip vendor space, we looked at Qualcomm, InterDigital, Broadcom and Texas Instruments in great detail. We now move on to another interesting and aggressive fabless semiconductor company – Marvell Technology group. Earlier coverage on Marvell can be found here, here and here.

Don’t get Nervous with NetSuite

Just like SuccessFactors, this was the first quarter since Netsuite went public. Earlier coverage is available here and here. Let’s look at how they are faring in this current climate of gloom.

Buy SuccessFactors for the Long Term

In February, SuccessFactors (NASDAQ: SFSF) released its results for Q4 and fiscal year 2007 that ended 31 December 2007. This was the first quarter since they went public in November. I recently did an interview with its CEO, Lars Dalgaard, which is available here. I will summarize some thoughts here, but highly recommend that you

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Comcast Climbs As Predicted

I said it was time to buy Comcast back in January. At the time, the stock had managed to hit its 52 week low of $16.11, but has since traded up 25%, now at above $20. So what’s going on in the company?

TI+InterDigital = 3G Consolidation?

By Vijay Nagarajan, Guest Author In the previous article, I discussed what an acquisition of InterDigital can do to TI. What then will happen to the cellular industry and the 3G value chain?

TI Should Acquire Interdigital

By Vijay Nagarajan, Guest Author In my recently completed series on Texas Instruments, I pointed out that TI was not in a great position as far as 3G is concerned. I subsequently also suggested that the company ally with InterDigital to prevent further damage. Let us take this a step further and examine what it

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