Qualcomm and Nokia Both Show Headroom

Guest Author Vijay Nagarajan has covered Qualcomm in great detail. Here are some of his prior writings on Qualcomm’s Legal Battles , its aftermath, the impact on its margins, the Nokia war, and its effect on Qualcomm’s valuation. In a nutshell, following the ITC ruling that held Qualcomm guilty for infringing on Broadcom’s patents, lawsuits

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Google’s Mortalization

Those who make a habit of existing in the clouds eventually have to descend. Perhaps, Google is experiencing a slight doze of “mortalization”. Google investors have lost more than 18% of their money over the past month due to concerns about the crumbling US macroeconomic condition. After yesterday’s 4Q07 results which were highly overestimated by

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Microsoft to Rescue the Yahoo Damsel in Distress

Yahoo!’s vulnerable situation was bound to bring out acquisition offers, and Microsoft has been sniffing at the company for a year (see the letter from Ballmer to Yang in the WSJ). I was hoping against hope that Private Equity would step up to the plate, recognizing the leverage opportunity, but it has not happened.

Interdigital: Valuation Roadblocks

By Vijay Nagarajan, Guest Author As I looked at the positives of QCOM acquiring IDCC, I threw a number between $35 and $45 as a possible sale price. This price was based on a mix of historic data projection, IDCC’s current stock price and the perceived value to QCOM. I revisited the topic recently to

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Time For Private Equity At Yahoo

Predictably, Yahoo (Nasdaq: YHOO) posted a 23% drop in its 4Q07 profit and forecasted 2008 revenues that were below the Street’s expectation. The stock was down over 10% in after-hours trading. The market cap has eroded to the tune of $25 Billion in the last two years. So how do we play the stock going

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Sunpower Seems Unreasonably Slaughtered

Sunpower’s (SPWR) Q4 stock performance has been scary as the company’s stock reached heights of $160/share in intraday trading and then plummeted on general market madness and company outlook to $73/share recently. It is worth looking at the company to see what has been going on.

Forbes Column 08: How To Dig Out Yahoo’s Treasures

More on the same topic. My Forbes column How To Dig Out Yahoo’s Treasures provides commentary on Yahoo’s earnings later today.

Juniper Continues to Grow Confidently

Juniper is probably my favorite company in the networking equipment segment. Yesterday, Juniper (NASDAQ: JNPR) reported its results for Q4 and fiscal 2007 that ended December 31, 2007. Q4 revenue was $809.2 million, up 36% y-o-y and 10% sequentially. GAAP net income was $122.9 million or $0.22 per share on a diluted basis, up 73%

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