wirelessanalyst.blogspot.com
Wireless Industry Analyst: Infineon - Future and Strategy - Vijay Nagarajan
http://wirelessanalyst.blogspot.com/2008/07/infineon-future-and-strategy.html
Vijay Nagarajan's perspectives on wireless. Infineon - Future and Strategy. Tuesday, July 1, 2008. Originally for Sramana Mitra's site]. Over the past two weeks, we have looked at Infineon’s financials and various business units. Before we proceed to its valuation, it will be useful to examine the company’s key strategic initiatives and growth possibilities if we exclude Qimonda from the picture. It also appears that with Ziebart’s exit as CEO, Infineon’s strategy of making small but solid ac...With rega...
wirelessanalyst.blogspot.com
Wireless Industry Analyst: How to look for IDCC in 3G iPhone? - Vijay Nagarajan
http://wirelessanalyst.blogspot.com/2008/06/how-to-look-for-idcc-in-3g-iphone.html
Vijay Nagarajan's perspectives on wireless. How to look for IDCC in 3G iPhone? Sunday, June 8, 2008. Is expected to launch soon at the WWDC. One of the primary component winners likely is Infineon. The company’s cellular chipset is expected to drive the iPhone. As we wait for the teardown, I was asked by a good friend how we would know if IDCC is in the iPhone. He specifically wanted me to address the issue with respect to the latest IFX 3G product announcements. Here is my take on it. In summary, look t...
wirelessanalyst.blogspot.com
Wireless Industry Analyst: Smart Energy - Convergence and consumer awareness - Vijay Nagarajan
http://wirelessanalyst.blogspot.com/2008/07/smart-energy-convergence-and-consumer.html
Vijay Nagarajan's perspectives on wireless. Smart Energy - Convergence and consumer awareness. Saturday, July 5, 2008. In the two earlier parts of this series here. I had talked about various aspects of smart energy. In this part, I will look into smart energy and convergence devices and will touch a little bit on consumer awareness. 7 How about a more advanced use case? 8 What part should the consumer play? Will this be thrust on us? Posted by Vijay Nagarajan at 9:48 AM. This is interesting. Friend ...
wirelessanalyst.blogspot.com
Wireless Industry Analyst: Vijay Nagarajan's biography - Vijay Nagarajan
http://wirelessanalyst.blogspot.com/2007/03/vijay-nagarajans-biography.html
Vijay Nagarajan's perspectives on wireless. Thursday, March 1, 2007. Is a Product Manager at Broadcom Corporation, Sunnyvale. And works to define and productize future Wi-Fi solutions. Prior to his role at Broadcom, he was a systems engineer at Atheros Communications,. A start-up providing advanced receiver solutions for CDMA-based 3G networks. Vijay’s articles are currently syndicated by Seeking Alpha. And Yahoo Finance. Vijay also collaborates with Sramana Mitra. Are well-read and perhaps the most comp...
wirelessanalyst.blogspot.com
Wireless Industry Analyst: Smart Energy and Cellular - a study of parallels - Vijay Nagarajan
http://wirelessanalyst.blogspot.com/2008/08/smart-energy-and-cellular-study-of.html
Vijay Nagarajan's perspectives on wireless. Smart Energy and Cellular - a study of parallels. Friday, August 1, 2008. I recently started writing about Smart Energy as an exciting new technology frontier. There is another reason that Smart Energy was attractive for me. As I dug deeper and started thinking more about it, I found an uncanny resemblance between one of the possible smart energy business models and the cellular mobile carrier business model in the US. Clearly, while the technology and devices ...
wirelessanalyst.blogspot.com
Wireless Industry Analyst: Smart Energy - FAQ Part 1 - Vijay Nagarajan
http://wirelessanalyst.blogspot.com/2008/07/smart-energy-faq-part-1.html
Vijay Nagarajan's perspectives on wireless. Smart Energy - FAQ Part 1. Tuesday, July 1, 2008. I have so far in this blog talked extensively about the mobile wireless space. Mobile wireless is very near my heart since my engineering specialization is in this field. Of late, there is one other industry that has caught my attention – Energy management and smart energy. So, I have put together a FAQ for the ‘smart’ reader that I will publish over several parts. 1 What is energy management? Infineon cellular ...
wirelessanalyst.blogspot.com
Wireless Industry Analyst: Interdigital - Key Valuation Assumptions - Vijay Nagarajan
http://wirelessanalyst.blogspot.com/2008/02/interdigital-key-valuation-assumptions.html
Vijay Nagarajan's perspectives on wireless. Interdigital - Key Valuation Assumptions. Sunday, February 3, 2008. My IDCC valuation on Sramana Mitra's site. Continues with this piece. 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. Broadcom - Aggression i...
wirelessanalyst.blogspot.com
Wireless Industry Analyst: InterDigital - Samsung ITC case - Vijay Nagarajan
http://wirelessanalyst.blogspot.com/2008/07/interdigital-samsung-itc-case.html
Vijay Nagarajan's perspectives on wireless. InterDigital - Samsung ITC case. Tuesday, July 8, 2008. If there is an award for bad blog-post timing, then I will perhaps be a front-runner this month! Just yesterday, I posted about Nokia and IDCC settling their UK disputes. For the moment, I am looking for more clarity in this matter. I would appreciate it if readers can provide any information that can be disseminated to educate others here. Please send me emails through the contact form. I woul...Smart Ene...
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