QCOM most probably just won the CDMA chipset game as NOK and Sanyo announced to merge their respective CDMA handsets businesses into a joint-venture. NOK/Sanyo JV would hold the #2 position in CDMA handsets after LG, putting Samsung in #3 position. This could be the last nail in coffin for the non-QCOM CDMA chipset consortium. NOK will most probably end


Source - http://inventingmoney.blogspot.com/2006/02/royalty-king-qualcomm.html

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On February 8th the Board of Directors of EXTR approved an Executive Change in Control Severance Plan. The filing with the SEC was made yesterday right after the close of market. What this severance plan entails is a nice pay out for the executives and certain VPs upon change in control of EXTR. The board does not plan to do anything specific for the ordi


Source - http://inventingmoney.blogspot.com/2006/02/looking-out-for-few.html

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BCSI pre-announced negatively this morning and the market cap took a 39% haircut; given that BCSI is one of the high-flying high expectations/high multiple stock. Company provided absolutely no details regarding the miss (that never helps in negative pre-announcements) The really interesting educational lesson coming out of this pre-announcement was t


Source - http://inventingmoney.blogspot.com/2006/02/coat-of-blues.html

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JNPR, as we all know by now, missed consensus estimates for the first time in last two years; resulting in a nice 21% hair-cut to the market cap. JNPR has been plagued by the acquisitionmania- acquiring five companies in last two years, starting with NetScreen and the most recent Funk Software. Recent acquisitions of Redline, Kagoor and Peribit contribued


Source - http://inventingmoney.blogspot.com/2006/01/is-jnpr-calling.html

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Apologies to my regular readers for the long hiatus, my posts should pick up in frequency again. Also, want to thank Forbes for mentioning this site as one of the top Investment Blogs on the web.