Interdigital: Key Valuation Assumptions

By Vijay Nagarajan, Guest Author As I mentioned in the prequel, the uncertainties surrounding the IP business model and also its new ASIC ventures make it impossible to come up with an accurate mathematical model for Interdigital’s valuation. Nonetheless, I have made certain simplifying assumptions to make the problem more tractable.

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?

Good Mobility and Convergence Blogs

Here are some we track: Network Administrator: Selena Frye at Networking Administrator has contributors discussing topics such as video conferencing, VoIP, mobile technology, and Unified Communications. Engadget: Engadget is one of most popular gadget blogs.

Is Google Invincible?

Google is powerful. Of course. But is it invincible? According to Hitwise, Google accounted for 64.49% of all U.S. Searches in the four weeks ending October 27, 2007. According to RimmKaufman, Google controls 79% of the pay-per-click ad market. Google derives 99% of its revenue from advertising.

Interdigital: The Infineon Alliance

By Vijay Nagarajan, Guest Author In the last article in this series, we took a brief look at Interdigital’s new 3G ASIC venture and the thought process behind these moves. In this piece, I wish to focus on the company’s alliance with Infineon, the German semiconductor company, whose latest claim to wireless fame is its

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Broadcom: Strengths and Weaknesses

By Vijay Nagarajan, Guest Author 2007 has been a happening year for the wireless industry. Apple’s iPhone and Google’s Android are just two examples of how even outsiders want a part of this very luscious pie. 2007 was eventful for another reason – the legal battles between two American communication devices manufacturers – Qualcomm and

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Nokia and the Indian Handset Market: Overview

By Vijay Nagarajan, Guest Author Nokia (NOK) has the most global footprint in the wireless industry today. While there are several facets of the Finnish company worth discussing, I would like to focus on one of my pet themes – Nokia in India.

Atheros and the u-Nav gambit

By Vijay Nagarajan, Guest Author I have, so far, refrained from expressing my opinions about my company, Atheros Communications (ATHR). But yesterday, we announced that we will acquire u-Nav Microelectronics for $54 million that includes $15.4 million in cash and 1.28 million shares of Atheros common stock. This news has forced me out of my

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