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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
Interdigital: A strategic shift
By Vijay Nagarajan, Guest Author In my introduction to Interdigital (IDCC), I had talked about the company’s past. As we saw, despite a visionary beginning, IDCC is yet to find its place in the wireless world. Instead, it has taken an exclusive IP licensing route making money off lawsuits so far. A key reason for
Convergence Device: Nokia Aligns with ST, Motorola with Infineon
Following my posts on Texas Instruments, STMicro, ARM, Infineon in the iPhone and the Future series as well as the iPhone’s Component Ecosystem series, here is an update on the companies. Texas Instruments Incorporated (NYSE: TXN) reported revenues of $3.66 billion for the third-quarter 2007 on 22 October, up 7% sequentially and down 3% y-o-y.
Web 3.0 & Yahoo! (Part 1)
Introduction Founded in 1994 by Stanford Ph.D. students David Filo and Jerry Yang, Yahoo! began as a hobby and has evolved into a leading global brand that has changed the way people communicate with each other, conduct transactions and access, share, and create information. Today, Yahoo! Inc. has become the world’s largest global online network
Apple’s Momentum Will Continue
I have written extensively on the iPhone. You can find them under the iPhone and the Future series as well as the iPhone’s Component Ecosystem series. My last post on Apple (NASDAQ: AAPL) was just a month after the release of iPhone. A month or so later on September 5, it announced a $200 reduction
Interdigital: Visionary Beginning, Rocky Past
By Vijay Nagarajan, Guest Author Interdigital Communications Corporation (IDCC) is a King of Prussia, Pa based mid-cap company that thrives primarily on income from its intellectual property (IP) portfolio spanning 2G and 3G wireless technologies. Before I present my outlook on the company, let me throw in some historic perspective. International Mobile Machines Corporation (IMM),
Openwave Going Nowhere Fast
Openwave Systems Inc. (OPWV) describes itself as one of the world’s leading innovators of software applications and infrastructure designed to enable revenue-generating, personalized services, including merchandising and advertising, which converge the mobile and broadband experience across devices. The company announced Q1 earnings ending September 30, 2007. Total revenue was $63.0 million, lower than YoY where
Tessera’s Growth Should Continue
Tessera Technologies, Inc. (TSRA) was last reviewed here in February 2007, where I covered the basic strategy of the company in rolling up important technology modules essential in the miniaturization trends in consumer electronics. On November 1, 2007, Tessera announced earnings for Q3 ending September 30, 2007. Versus previous Q2 guidance of total revenue approximately
Amidst Volatility, Be Opportunistic with EMC & VMWare
When I last looked at VMWare’s (VMW) IPO performance in August 2007 (first IPO’d at $26 and closed at $58/share), I noted there was no disappointment. Well, until recently, that was a subtle understatement. EMC’s spinoff hit a high of $125/share in October, only to be let down due to the general tech selloff last