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QualComm: The Margins

Posted on Friday, Sep 21st

By Vijay Nagarajan, Guest Author In the first part of this series, “QualComm: Legal Battles galore”, we looked at the legal events involving QualComm this year. We further looked at the significance of these events in “QualComm:The aftermath”. In this piece, I shall delve a little deeper into the impact of the legal battles and

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Eric Benhamou: The Saga Of Palm (Part 10)

Posted on Friday, Sep 21st

SM: The big opportunity that I felt Palm missed out on was on the software side. There was a huge opportunity for enterprise integration. RIM was very good with the email, but that was it. They didn’t push it any further. Palm had good implementation of the Windows OS, and they could have gone in

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Eric Benhamou: The Saga Of Palm (Part 6)

Posted on Monday, Sep 17th

SM: Was there was a lot of vision overlap between Palm and Handspring at the time of the acquisition? EB: Yes, this meant that essentially we were buying them back to have access to the smartphone product which was the Treo. The first Treo was an interesting product, but not a great product. It was

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Eric Benhamou: The Saga Of Palm (Part 5)

Posted on Sunday, Sep 16th

The impact of 9/11 on a company such as Palm is important to acknowledge. Up to this point, these devices were luxury items in the corporate environment – nice to have, but certainly not mission critical. Post 9/11, America was a terrified society, focused on the fundamentals. Against this backdrop, Eric took over as the

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Eric Benhamou: The Saga Of Palm (Part 4)

Posted on Saturday, Sep 15th

Palm’s product schedule went off-track, as they steered consumers off Palm V, an obviously terrific product, without a compelling new product introduction. SM: Do you think it created market confusion for customers? EB: Yes. It was a sign that the pace of innovation had slowed down. All of the people we had put in place

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QualComm: The Aftermath

Posted on Wednesday, Sep 12th

By Vijay Nagarajan, Guest Author In the article “QualComm: Legal Battles Galore”, we reviewed the lawsuits that the company faced and also traced their genesis. In this article, we will look into the impact of these law-suits on QualComm (QCOM). There was definitely some action following these rulings – Verizon (VZ) signed an unprecedented agreement

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It’s About Place (Part 7)

Posted on Monday, Sep 10th

by Cal McElroy, Guest Author Think about where you are right now… How would you describe your location? Near Boston. In the Board Room at Sequoia Capital. At Rockefeller Center. On the Hollywood Walk of Fame, near Hollywood & Vine. In the Glamour Shots store, on level two, within Mall of America. In Casino Niagra,

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QualComm: Legal Battles Galore

Posted on Sunday, Sep 9th

By Vijay Nagarajan, Guest Author The wireless industry witnessed a revolution named iPhone this summer. It has also been in the news constantly for another reason: The QualComm-BroadCom legal battle. Over the next few posts, I wish to discuss this story as it unfolds and provide some insights on its impact on QualComm (QCOM). A

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