Trend Radar 2008: Miniaturization

Our wish list for what features we want on the convergence device keeps getting longer, while form factor keeps getting smaller. Familiar movie. Unfamiliar outcome.

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

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Taking Stock

Here are a few technology stocks that I own and cover. My method had been investing in trends, and in markets that have momentum. Akamai (AKAM) Coverage: Online Video Beneficiaries: Akamai and Level 3’s Impact on Akamai? Clearly, my bet is on the growth in Online Video, and how the network infrastructure needs to scale

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Sudden Windfall For 3Com?

An interesting Patent infringement situation seems to be brewing, with Verizon suing Vonage for some fundamental Voice-Over-IP intellectual property violation, and then a former US Robotics engineer, Michael Musiel, who wrote another patent on similar technology, suggesting that 3Com (which acquired US Robotics) actually owns the patent now. From Muriel’s email: “I originally wrote up

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Tessera’s Roll-Up Strategy

Chances are, you have not followed this company, nor heard of it. But unsung, Tessera (TSRA) has accumulated an annual revenue of $208.7 million in 2006, with a current market cap of close to $2 Billion. Shares of Tessera, which have traded between $24.58 and $42.40 over the last year, surged to a fresh 52-week

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