Texas Instruments: Mobile Market Strategy

By Vijay Nagarajan, Guest Author I mentioned in the last segment of this series that I was not happy with TI’s wireless and mobile market strategy. Let me try to explain why.

Oracle’s Next Frontier

In my last post on Oracle (Nasdaq: ORCL), we observed that Oracle is wary of getting into SaaS due to the high cost of sales and long lead time to profitability. However, with increasing momentum in the SaaS market, it is striving to keep its on-demand solution competitive. It recently upgraded its Siebel CRM On

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Texas Instruments: Wireless Woes

By Vijay Nagarajan, Guest Author In the last two parts of this series, I looked at TI’s position in the analog and DSP markets. We also concluded that the OMAP was central to TI’s wireless strategy. I am afraid that TI has put all its eggs in this one basket, and has perhaps miscalculated the

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Viacom Making the Right Moves

Viacom Inc (VIA) announced their Q4 results last month end. If there were any fears of economic slowdown having hit the media industry, Viacom’s results surely wiped them out. Compared to the previous year, Q4 revenues of $4.25 billion recorded an impressive 19% increase and beat market expectations of $4 billion. The increase was visible

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Palm’s New OS Plans and Apple Poaching

In my last post on Palm, Inc. (Nasdaq:PALM), I had said that 2008 would be a breakthrough year for Palm’s turnaround, as Jon Rubinstein works through a new product cycle to resuscitate the company.

LeapFrog Will Leap Up Higher

I did an interview earlier with LeapFrog’s CEO Jeff Katz where he talked about his strategy on trying to turn around LeapFrog, a leading educational gaming products manufacturer. Recently LeapFrog (NYSE: LF) announced their Q4 results. Their numbers still haven’t turned profitable, but they seem to be on track with the turnaround.

Marvell Can Make You Money

Chip stocks have all been beaten up. We’ve looked at several money-making opportunities in the carnage. Broadcom looks even more like a Bargain at under $17. Qualcomm still shows headroom at $38.27. Interdigital is a funny company that could make you beaucoup money. So what about Marvell?

Texas Instruments: DSP Market and OMAP

By Vijay Nagarajan, Guest Author In the prequel, we discussed TI’s growing analog semiconductor business. Digital Signal Processors (DSPs) is an equally big business for the company contributing 40% of its semiconductor revenues. TI dominates the DSP market with 65% share and its products are preferred in a variety of applications ranging from communication infrastructure,

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