“Anyone who has never made a mistake has never tried anything new.”— Albert Einstein |
SM: There was a piece of the services industry that is well known, which is consulting services. That is not what you have in mind when you say services.
BJ: Correct. We are talking about technology companies that use their technology to provide a service and usually they are using a network to deliver [...]
By Vijay Nagarajan, Guest Author
In the last part of this series, I talked about Broadcom’s aggressive campaign to become a leading vendor in the cellular IC market. In this piece, I will talk about the plan, the challenges and the need to execute these plans in style.
We have been looking at various Human Resources related services businesses recently, especially with a multi-part interview series with Michael Gregoire, CEO of Taleo (Nasdaq: TLEO). Taleo has not signaled any weakness due to the economy. One would expect the payroll providers to signal weakness. Let’s take a look at their numbers.
SM: Even so, 2002 was not a great time to start a new fund. BJ: No, it was a horrible time to do that!
SM: Tell me more about that experience. BJ: I knew a few VCs who had tried to raise a new fund in 2002, and most of them gave up. They concluded [...]
By Vijay Nagarajan, Guest Author
We have so far looked at Broadcom’s Enterprise Networking business, Broadband Communications business, and the Bluetooth and WLAN components of its Mobile and Wireless Business. I will now look at its cellular mobile business which, in my mind, is the make-or-break component for the company.
I had earlier covered ST Micro, Texas Instruments, and ARM in the iPhone and The Future series and the iPhone’s Component Ecosystem series. Let’s take a look at them based on the Q4 earnings and current market dynamics.
Most Venture Capitalists that entrepreneurs work with these days have never been entrepreneurs themselves. They have not had to take substantial personal risks. They are used to cushy lifestyles, fat paychecks, and existing brands that their firms have built long before they came on board.
By Vijay Nagarajan, Guest Author
In the last article, I talked about Broadcom’s Bluetooth business and its co-dependent relationship with Wireless Local Area Network (WLAN). In this article, I will take a deeper look at the WLAN market and Broadcom’s position in it.
