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HOT TOPICS
- 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
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
Motorola in Pain. Dell to Rescue?
Motorola has had a new CEO since January 1, 2008. Zander is gone. Greg Brown is at the helm. And now there is talk of breaking the company up into pieces, spinning off the mobile handset unit. Carl Icahn also continues to lobby for a position on the Motorola Board. On January 23, 2008, Motorola,
Cisco Hits New 52-week Low
Yesterday, Cisco (Nasdaq: CSCO) reported its financial results for Q2 2008 that met analyst estimates but forecast a slow Q3 reflecting cutback in technology budgets in the US. This news sent its stock plummeting to around $23 after hitting a 52-week low of $22.30 on January 23. Market cap is around $140 billion. This morning,
Interdigital: Valuation
By Vijay Nagarajan, Guest Author “Seventy Five dollars! That cannot be,” was my own reaction when I first glanced at the result of my valuation analysis. The number sounded outrageous compared to the current stock price of IDCC – $20.13 after hour on Jan 30th, 2008. It was also 65% above my highest estimate of
Microsoft, Masterful Maneuverings
Microsoft has been on the roll, lately. First it froze Facebook, and now it has made an unstoppable bid for Yahoo! while the latter is struggling to regain its stride. To finance this high value Yahoo! deal, Microsoft is expected to borrow money for the first time in its history. And recession worries and subprime
Forbes Column 08: The Microsoft-Yahoo! Battle Plan
As you know, I am of the opinion the deal will go through, despite all the scrambling. News is gradually flowing in that Yahoo! doesn’t really have other options in the works. News Corp has declined. AT&T and Comcast are not interested. Google is not an option. Private Equity is also not an option anymore.