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Broadcom: Strengths and Weaknesses

Posted on Wednesday, Dec 26th

By Vijay Nagarajan, Guest Author 2007 has been a happening year for the wireless industry. Apple’s iPhone and Google’s Android are just two examples of how even outsiders want a part of this very luscious pie. 2007 was eventful for another reason – the legal battles between two American communication devices manufacturers – Qualcomm and

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Cadence: Buyout Rumors Persist

Posted on Wednesday, Dec 26th

I have regularly commented on the EDA industry and discussed specific companies in the past, including Cadence, Mentor, Magma, and Synopsys. Today I come back to look at Cadence again, and examine what has changed since. During the summer Cadence (CDNS) was rumored to be in buyout discussions with Blackstone and KKR, which I said

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Intuit Is Not Getting SaaS Credit

Posted on Wednesday, Dec 26th

In my last post on Intuit, I said I wanted to see an International strategy from the company. There has been no progress on that front. But Intuit will now have a new CEO Brad Smith and a new CFO, Neil Williams.

Nokia and the Indian Handset Market: Raincheck

Posted on Monday, Dec 24th

By Vijay Nagarajan, Guest Author As we saw in the prequel to this piece, India is a very attractive market for handset vendors. Nokia, is perhaps the best prepared to address this exploding market. So, what does Nokia have going for it in India?

Web 3.0 & Google (Part 5)

Posted on Friday, Dec 21st

Conclusion Google is a global technology leader focused on providing people access to information. The Company’s website is a top Internet destination and its brand name is one of the most recognized. Google generates revenues by delivering relevant online advertising to its users, mainly through sponsored search ads. The Company is a clear leader in

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Autodesk is my CAD Play

Posted on Friday, Dec 21st

In 2005 Autodesk was expanding 3D presence via acquisitions like Alias, leaving competition like Adobe in the dust. The story hasn’t changed as far as 3D is concerned. The fact remains, a large part of the design world (mechanical, architectural, construction, animation, etc.) still designs in 2D, and Autodesk is one of the prime beneficiaries

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Nokia and the Indian Handset Market: Overview

Posted on Friday, Dec 21st

By Vijay Nagarajan, Guest Author Nokia (NOK) has the most global footprint in the wireless industry today. While there are several facets of the Finnish company worth discussing, I would like to focus on one of my pet themes – Nokia in India.

Online Real Estate Sector Struggling

Posted on Thursday, Dec 20th

Naturally. let’s take a closer look at ZipRealty and Move. ZipRealty, a full-service real estate site, has been reviewed here before. On November 7, 2007, ZipRealty announced 3Q earnings with an increase of net revenues of 7% to $28.0 million, up from $26.2 million YoY. And the number of Zip Agents grew by 30%. However,

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