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iPhone Component Ecosystem: National Semiconductor

Posted on Monday, Jul 23rd

In this post, we will be analyzing National Semiconductor as part of the series on the major players in the iPhone’s component ecosystem. In the iPhone, National Semiconductor supplies the 24-bit RGB serial display interface which connects the display to the graphics controller. National Semiconductor (NYSE: NSM), with a market cap of $8.60 billion, is

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iPhone’s Component Ecosystem: Micron

Posted on Friday, Jul 20th

In this post, we will be analyzing Micron as part of the series analyzing the major players in the iPhone’s component ecosystem. The 2-megapixel camera mounted on the back of the iPhone is powered by an imaging chip from Micron. Micron Technology Inc. (NYSE: MU) with revenues of $5.3 billion in 2006 is one of

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Naukri, India’s Internet Star

Posted on Thursday, Jul 19th

On July 12 last week, Info Edge (India) Ltd announced the launch of ‘Asknaukri.com’, which purports to be the first website of its kind in India. With this Naukri.com completes the circle around the concept of online career needs in India. (BOM: NAUKRI) For the uninitiated, ‘Naukri’ in Hindi means job, and Naukri.com is the

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Is Salesforce.com Hitting a Ceiling?

Posted on Wednesday, Jul 18th

Recently, Salesforce.com (Nasdaq: CRM), a hot company by any standard, lost a key executive to another company that is dramatically less hot or even interesting. Rene Bonvanie, whom Salesforce.com had recently hired to head up its super-critical AppExchange program, left for Serena Software. Chances are, you have not heard of Serena Software, while you have

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iPhone’s Component Ecosystem: Texas Instruments

Posted on Tuesday, Jul 17th

In an earlier post, we looked at iPhone’s components where I had mentioned that Texas Instruments could possibly be providing the power management device. This mystery has still not been solved but Texas Instruments looks to be the best bet. Texas Instruments Incorporated (TI) (NYSE: TXN) with revenues of 14.25 billion and $7.26 billion gross

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Rediff’s Acquisition Prospects

Posted on Monday, Jul 16th

Rediff (Nasdaq: REDF) is reported to be in acquisition discussions with Google and Yahoo. The company’s stock moved up to an all-time high of $27.50 per share on July 12 from $17.94 on July 5. The trading volume increased to more than a million shares from an average of 50,000 share a day, and has

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iPhone’s Component Ecosystem: ST Micro

Posted on Monday, Jul 16th

One of the coolest features of the iPhone is the orientation sensor that detects whether you are holding the phone vertically or horizontally and automatically changes the display to portrait or landscape. ST Micro is the supplier for this orientation sensor, also known as the LIS302 accelerometer. Considering the estimated price of $2.95 per unit,

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iPhone’s Component Ecosystem: Marvell

Posted on Friday, Jul 13th

In this post, we will be analyzing Marvell as part of the series analyzing major players in the iPhone’s component ecosystem. A related, speculative post about Marvell written prior to the iPhone’s release may also be worth reading. Marvell Technology Group (NASDAQ: MRVL) is a global leader in storage, communications, and consumer silicon solutions. It

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