categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Broadcom: The Breadth and The Blur
By Vijay Nagarajan, Guest Author In the prequel, I discussed the positive aspects of the breadth of Broadcom’s portfolio. A broad product range certainly comes with its issues as well. Perhaps my biggest worry about Broadcom is its loss of focus at times. My point: You cannot be the jack of all trades and master
Media Industry Worth Watching in 2008
2007 was a not a pleasant year for the Media Industry. Most of the Media stocks including IAC, Walt Disney, News Corp. and Time Warner have undergone correction between 10% to 40%. Except Walt Disney, all other stocks are trading close to at their 52-week lows. Most of the companies have reported below the Street’s
Akamai Key to Net’s Future
On Feb 6, Akamai Technologies, Inc. (NASDAQ: AKAM) reported its Q4 and 2007 financial results that were way above its guidance, driven by unexpected strength in media and entertainment. In after hours trading, Akamai shares went up 87 cents, or 2.9%, to $30.60. I had earlier covered Akamai as part of the Online Video Beneficiaries
SAP’s Next Acquisition?
Many in the industry are asking where would SAP’s innovation come from in the future? With Shai Agassi’s departure, many of the Silicon Valley executives who came with him have left. On the positive side, they have opened up to major acquisitions, and bought Business Objects last year. I am particularly interested in seeing SAP
Broadcom: Resilient Core
By Vijay Nagarajan, Guest Author I follow Broadcom for at least three reasons. The first factor is its aggressive campaign to be right behind Qualcomm and TI in the mobile chipset business. Second is the spate of legal battles it has been involved in with Qualcomm. Of course, my final interest is its ‘big-brother’ competitor
PDF Offers Value, Finds Scaling Difficult
I reiterate – not much has been happening in the EDA space. With Cadence having crashed earlier this month, the industry continues towards its bleak financial future, unless it takes necessary decisive steps. (Read more on Future of EDA and Future of EDA Addendum). Yield is one of the big problems facing the EDA industry
Major Trends Driving Storage Vendors SanDisk, Seagate
With the booming digital content adoption, storage vendors are predictably showing strong performance. Sandisk is also benefiting from the convergence device movement, as the devices are becoming increasingly storage-heavy. Weaker consumer market notwithstanding, I think, both movements would continue.
Cadence Crashes. Now What?
Cadence (NASDAQ: CDNS) reported its Q4 results on January 30, 2008. The quarter’s revenue at $457.9 million showed a 6% year on year growth over $431.0 million reported the previous year and a 14% sequential growth (over $401 million Q3 revenue). The stock took a major beating as Q4 revenue was below market expectations of