What is Nortel’s Investment Thesis?

Last week on February 27, Nortel Networks Corporation [NYSE/TSX: NT] reported fourth quarter net loss of $844 million, or $1.70 per share. Added to the economic slowdown and low North American carrier spending, Nortel also had to deal with a change in Canadian tax profile with a $1.1 billion tax write-down. Following 2900 job cuts

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Dell Could Use a Mark Hurd

Yesterday, Dell posted its financial results for Q4 and fiscal year 2008 that ended February 1, 2008. Earlier coverage is available here and here. In my last post on Dell, I had said that its turnaround wasn’t going so badly, but that I would like to see a smartphone strategy. A smartphone isn’t on the

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Broadcom: Valuation

By Vijay Nagarajan, Guest Author The last month has been a great revelation for me. I have ventured beyond my comfort zone to research and understand the nuances of various other related segments like WLAN, Bluetooth, GPS, set-top boxes, broadband modems, DVD players, and Ethernet. Such is the depth of Broadcom’s business. Before I go

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Broadcom: Wireless Revenue

By Vijay Nagarajan, Guest Author In the last few articles, I dealt extensively with the Mobile and Wireless business of Broadcom. It is time we take a look at what this means from a revenue point of view for the company.

Intuit Needs a Painful Business Model Re-engineering

Last week, Intuit Inc. (NASDAQ: INTU) reported its financial results. Earlier coverage is available here and here, where I have discussed that Intuit needs to move to a SaaS model, and get more of an International business going.

Broadcom: Time for Stellar Execution

By Vijay Nagarajan, Guest Author In the last part of this series, I talked about Broadcom’s aggressive campaign to become a leading vendor in the cellular IC market. In this piece, I will talk about the plan, the challenges and the need to execute these plans in style.

No Weakness in ADP, Paychex

We have been looking at various Human Resources related services businesses recently, especially with a multi-part interview series with Michael Gregoire, CEO of Taleo (Nasdaq: TLEO). Taleo has not signaled any weakness due to the economy. One would expect the payroll providers to signal weakness. Let’s take a look at their numbers.

Broadcom: Aggression in the Cell Phone Market

By Vijay Nagarajan, Guest Author We have so far looked at Broadcom’s Enterprise Networking business, Broadband Communications business, and the Bluetooth and WLAN components of its Mobile and Wireless Business. I will now look at its cellular mobile business which, in my mind, is the make-or-break component for the company.