QualComm: More on Valuation

By Vijay Nagarajan, Guest Author As I mentioned in my last article, QCOM has been pro-actively chasing more silicon with diversification efforts and aggressive development. There are a some key attributes to note – All the extra growth comes from its semiconductor business. Though at lower margins, it is a no litigation, no risk income.

Read Full Article »

QualComm: Chasing More Silicon

By Vijay Nagarajan, Guest Author In the previous piece, we reviewed the revenue and valuation impact of potential pitfalls for QualComm. As I mentioned, a sustained future growth seemed tenuous. Let us see how QCOM might address this in the next 2-3 years –

QualComm: The effect on Valuation

By Vijay Nagarajan, Guest Author I have so far presented my projections of QualComm’s revenues for the next few years. In this part, I will perform an event-analysis based valuation of the wireless leader. I have only considered potential pitfalls in this analysis. In the sequel, I will look at what I consider are positive

Read Full Article »

Facebook: Now Monetize

The blogosphere is excited about Facebook’s $15 Billion valuation. I still don’t buy that valuation, but if I were Zuckerberg, I would take the opportunity presented by the Microsoft deal (and possibly some Hedge Fund investments) and go acquire some real money-makers. At least for a while, the Facebook currency is legitimate, and whomever Facebook

Read Full Article »

Are Analysts Misleading Investors on Qualcomm?

Vijay Nagarajan has done a number of pieces on Qualcomm over the last few weeks, and it is time to take a look at how the stock is doing. Here is the chart: For recap, here are Vijay’s pieces:

Web 3.0 & Gannett (Part 4)

Acquisition Targets Gannett doesn’t have much of a presence in the Online Personals or Dating space. It could look at acquiring a site as a large portion of the newspaper personals have shifted from print to the Internet and Gannett should preserve its share of the pie. Gannett could consider acquiring sites like, OkCupid, Engage,

Read Full Article »

Web 3.0: PeopleID, and Plaxo

While we are on the topic of PlaceID and PeopleID, I should tell you about my recent visit with Plaxo’s CEO Ben Golub, and VP of Marketing John McCrea. Ben Golub was, prior to Plaxo, the CMO of Verisign. Ben’s first Silicon Valley job was cutting apricots in an orchard which was paved over to

Read Full Article »

Eric Benhamou: The Saga Of Palm (Part 2)

With an unstable market, Eric knew the price of Palm was not going to sustain at those highs. But what exactly happened when the market crashed? SM: It is hard to sustain that kind of price range … EB: We knew the price had to come down, but we did not exactly know how it

Read Full Article »