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Tag Archives: Qualcomm

Fast Fashion in Chips? Mediatek beats Qualcomm

June 30, 2015by D/D Advisors Leave a comment

The Wall Street Journal had a great profile of Indian handset company Micromax yesterday. It was one of those articles I love – comparing one company’s model to that of […]

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Apple, Business Model, China, Components, Silicon

The 5 Chip Companies Who Will Buy All the Others

May 29, 2015by D/D Advisors 12 Comments

Yesterday, Avago announced it was going to acquire Broadcom. These are both big companies, and their combination puts them squarely into the top five of global chip companies. As I mentioned in […]

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Silicon, Stocks, Strategy

Jana Vs. Qualcomm – The Only Thing to Fear is Fear Itself

May 9, 2015by D/D Advisors 1 Comment

I had an odd conversation recently. Speaking to a friend at Qualcomm, he said that the management team there was really worried about Jana Partners’ activist attack on the company. […]

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Silicon, Stocks, The Street

Activists Target Qualcomm – And Get it Half Right

April 21, 2015by D/D Advisors 2 Comments

Last week, activist fund Jana Partners published a letter calling on Qualcomm to take several steps to improve shareholder value. (I know I am late in writing about this, but […]

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Silicon, Stocks, The Street

MWC: A Radical, Crazy Suggestion for Mobile – Intel + Qualcomm

March 9, 2015by D/D Advisors 2 Comments

One of the clearest trends over the past few years has been Qualcomm’s dominance of the LTE modem market. I have written about it a bit in the past, and […]

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Components, MWC, Silicon

Qualcomm in China – Some Signs of Progress

January 20, 2015by D/D Advisors 4 Comments

I recently had the chance to catch up with a few contacts from China who think the end is in sight for Qualcomm’s troubles with the government, but timing is uncertain and will likely result in a reduction in royalty rates.

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Apple, Business Model, China, Components, Mobile Web, Silicon, Stocks, Strategy, The Street

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