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HOT TOPICS
- The Accelerator Conundrum
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- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
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wireless
ST Microelectronics: Strategy
By Vijay Nagarajan, Guest Author As highlighted in our discussion of ST Microelectronics financials, the company has not been very profitable in the last few years. More importantly, it has been growing lesser than the semiconductor industry and losing market share. It is therefore appropriate to peek into the steps that the company has taken
ST Microelectronics: Financials
By Vijay Nagarajan, Guest Author In the introduction to this series, I reviewed the company’s history and businesses. Let us now review the company’s financials from a more holistic perspective.
ST Microelectronics: Overview
By Vijay Nagarajan, Guest Author ST Microelectronics (STM) has been making steady progress in the wireless world. Last month, it decided to merge its wireless assets with NXP to form a JV that is now the third-largest wireless semiconductor company in the world. As we continue our vendor matrix study, we will dissect STM this
3G iPhone and Qualcomm
By Vijay Nagarajan, Guest Author The 3G iPhone rumors are getting more frequent by the day. We all know it will hit the market. It is just a question of when. I have, in the past, looked at the likely component vendors for the impending iPhone including Infineon and InterDigital. As requested by one of
Qualcomm: Valuation Revisited
By Vijay Nagarajan, Guest Author It has been around six months since I wrote my Qualcomm valuation series. I had at that time valued the company at $44.60. Following the company’s fiscal second quarter 2008 earnings conference call I reviewed its mobile opportunities, strategy and also its product strategy for convergence and mobile computing in
Marvell: Valuation
By Vijay Nagarajan, Guest Author I value Marvell at $21 per share. As we have evaluated in this series, the company draws its strengths from the stable revenue coming from its storage, ethernet and WLAN businesses. Its primary weakness is its perceived inability to control its expenses that have resulted in a poor profit/loss record
Marvell: WLAN market
By Vijay Nagarajan, Guest Author So far in the Marvell series, we have looked at the storage and Ethernet business areas. We also briefly touched upon the overall company strategy. As we move on to dissect the company’s wireless business, we will start with its position in the WLAN market.
Marvell: “A product cycle company”
By Vijay Nagarajan, Guest Author As part of our coverage of the mobile chip vendor space, we looked at Qualcomm, InterDigital, Broadcom and Texas Instruments in great detail. We now move on to another interesting and aggressive fabless semiconductor company – Marvell Technology group. Earlier coverage on Marvell can be found here, here and here.
