Chips Look Cheap

I had earlier covered ST Micro, Texas Instruments, and ARM in the iPhone and The Future series and the iPhone’s Component Ecosystem series. Let’s take a look at them based on the Q4 earnings and current market dynamics.

Broadcom: Wireless LAN

By Vijay Nagarajan, Guest Author In the last article, I talked about Broadcom’s Bluetooth business and its co-dependent relationship with Wireless Local Area Network (WLAN). In this article, I will take a deeper look at the WLAN market and Broadcom’s position in it.

Broadcom: Bluetooth today and tomorrow

By Vijay Nagarajan, Guest Author I have, so far in this series, looked at Broadcom’s Enterprise Networking business and also its Broadband Communications business. In the next few articles, I will present a discussion of the various components of its mobile and wireless business unit before proceeding to its valuation. This piece focuses on Bluetooth.

Broadcom: Broadband Communications Business

By Vijay Nagarajan, Guest Author In my last article on Broadcom, I took a look at its Enterprise Networking Business and concluded that it is a steady revenue source for the company. I will now proceed to dissect the Broadband Communications business.

Broadcom: Enterprise Networking Business

By Vijay Nagarajan, Guest Author In the previous articles in this series, we looked at the strengths and weaknesses of Broadcom. We also looked at the pros and cons of its broad portfolio of products and its growth by acquisition. Going forward, I will start to dissect the company’s enterprise networking products business.

Broadcom: Growth by acquisition

By Vijay Nagarajan, Guest Author Over the last two parts of this series, we discussed the advantages and disadvantages of Broadcom’s wide portfolio at length. It is also illustrative to look at a key strategy that the company has been following for a while now: Growth by acquisition.

HP Results Delight, What Recession?

Are we in a recession? HP says a resounding NO. Hewlett Packard (NYSE: HPQ) joined Microsoft and IBM in producing excellent results. HP announced their first quarter results yesterday and beat all market expectations. With revenues of $28.5 Billion, they recorded a 13% growth over $25.1 Billion reported in the same period previous year. Sequentially

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SaaS Companies Perform Despite Recession Fears

In an earlier post, I had said that SaaS companies will see growth over the next 3-5 years with potentially some M&A activity this year. Let us look at them again based on recent results. You can also read my interview with Michael Gregoire, CEO of Taleo and with Steve Singh of Concur. You can

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