Catching Up on Readings: Hydro Alchemy

Since the last catching up list on April 26, you may have accumulated more backlog. What’s with the Yahoo-Microsoft frenzy? Here’s a quick cache of the articles since then that you may want to make sure you read:

Vision India 2020: MIT India

Twelve years ago, in 2008, it was clear that the labor arbitrage–based IT services industry that had made India a player in the global technology market was facing a threat. The key issue was supply-demand equilibrium. India’s engineering education system simply could not keep up with the demand for talent.

Marvell: Storage Market Leadership

By Vijay Nagarajan, Guest Author In the prequel, I looked at Marvell’s fiscal 2008 financials focusing especially on the company’s expenses. As we move ahead, let me dissect its position in the storage industry in general and the hard disk drive market in particular.

Forbes Column 08: India – Cash Rich, Product Poor

My new Forbes column discusses India’s venture capital situation, on which, you have heard me speak repeatedly before: India: Cash Rich, Product Poor.

Broadcom: Aggression in the Cell Phone Market

By Vijay Nagarajan, Guest Author We have so far looked at Broadcom’s Enterprise Networking business, Broadband Communications business, and the Bluetooth and WLAN components of its Mobile and Wireless Business. I will now look at its cellular mobile business which, in my mind, is the make-or-break component for the company.

Broadcom: Resilient Core

By Vijay Nagarajan, Guest Author I follow Broadcom for at least three reasons. The first factor is its aggressive campaign to be right behind Qualcomm and TI in the mobile chipset business. Second is the spate of legal battles it has been involved in with Qualcomm. Of course, my final interest is its ‘big-brother’ competitor

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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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Good Networking and Telecom Blogs

Here’s a quick survey of blogs in the networking and telecom domains that we like. Do you have some to add?