Wireless Industry Analyst

Hello readers,

I have resigned as a Systems Engineer at Atheros this week after a very fulfilling year's stint. I will be joining Broadcom Corporation as a Product Manager early August. The move is a carefully thought out career decision to progress to strategy and business development roles in the wireless/semiconductor industries.

Atheros has been a great company to work for. As a company, it is very nimble and is great at execution. I view it as a 900 person start-up replete with very friendly people. I have special respect and appreciation for Don Breslin who is a great engineer and a wonderful manager. I will treasure the positive experiences at Atheros as I progress in my career.

Moving forward, I am getting into a role that I have been carefully chiseling towards. Broadcom, with its broad portfolio and its wide brand recognition offers me the right platform to make my transition from engineering. Besides, as I have written in the past, I believe that Broadcom, with its aggressive campaign in mobile wireless and its complete platform portfolio, is positioned to be a key player in the convergence devices movement if it plays its cards right. So, I am very excited about my role and look forward to being an active contributor to its future revenue and profit growth.

If you wish to discuss this move further with me, please feel free to contact me using the email form on this site.

An unfortunate side-effect of this move will be my inability to continue coverage of most, if not all, topics in the blog. I may, from time to time, post tutorials, FAQs and white papers on various wireless topics but will abstain from wireless/semiconductor stock analysis and commentary from August.

Given this situation, I am looking to find writers/analysts who can take over my blog and continue to build on its credibility and visibility. The sizable readership and subscribers base now comprises primarily of wireless industry executives, entrepreneurs, VCs and the Wall Street community. So, well-researched and credible content guarantees great visibility. Interested readers, please contact me using the email form in this site with your professional details and why you are interested in taking over my blog.

The blog has been a personal branding vehicle for me. For the moment, I have to take this hard step away from this blog that I have so passionately maintained over the past year and a half. I will, however, try to tie up some loose ends and also address some recent reader requests over the next week.

While I will focus my wireless market insights and analytical abilities towards Broadcom’s continued success, I am still undecided on how I can channelize my passion for writing and information sharing. I am contemplating another blog covering others topics of interest to me such as product management functions, financial analysis methods, blogging as a personal branding and developmental tool, and technology career choices. I welcome other ideas from my readers as well.

Finally, I wish to thank my readers who have been a motivating factor for me to produce well-researched content. It has been a fulfilling year and a half for me. Thanks again!

For a little over a year now, I have been sharing information, opinions and analysis on the wireless industry. It has been a passionate initiative that has brought together my interest in wireless, my analytical skills and my writing abilities to propagate what I am committed to - Impact through information.

I perennially think of topics that will benefit my readers. As I look to expand the scope of my blog and its coverage, I would like help from you, my readers.

My first request to you - Ask me questions. One of the first rules to get the right information is to ask the right questions. Active debate on this blog or mail exchanges, in turn, help me present new information in a lucid and logical analysis. I have a 'contact me' that will help you ask me questions in private. Of course, you can also ask them as blog comments. In either case, keep those questions coming!

My second request to you - send me a note if you find anything that you think would be relevant to the contents in this blog. You are also welcome to point me to any disruptive technology that you think deserves my attention.

My third request to you - point out my errors if you see any. I am of the view that receptiveness to constructive criticism is the best way to improve. So feel free to point fingers at me if you find anything wrong in this site. After all, it is the content in this site that has generated the credibility. I do not want to compromise on its quality, least of all by being closed to suggestions.

Finally, if you wish to contribute as a guest on my blog, you can contact me here. I welcome diverse opinions and analysis on the wireless/technology industry which do not necessarily have to resonate with mine.

Keep reading. Keep contributing. Together, we can get a better understanding of this complex industry and its value chain.

There was some unexpected coverage of my Interdigital valuation today. James Altucher from thestreet.com had my article listed on his daily blogwatch. You can read it from the link below-

thestreet.com Blog Watch article linking my Interdigital valuation

This got picked up by Yahoo Finance and made it as a news article on IDCC.

Ms.Mitra's article on QCOM and Nokia was also picked up by Seeking Alpha and Yahoo Finance. This article, as I already mentioned, has substantial references to my Qualcomm valuation and can be read from the link below -

Seeking Alpha article referencing my QCOM valuation

It is gratifying to see two good references to my blog effort on the same day!

Almost a year since I started this pro bono wireless industry analyst blog effort, I am publishing my 100th blog post today. It has been an exciting journey for me as I learn and share knowledge about my industry. When I started it, I felt I had unique tools that I could use to impact my readers: rich wireless research experience, close interaction with TensorComm officers, 3GPP standards body participation, insider understanding of the industry’s legal and geo-political issues, and first-hand negotiation experience with leading wireless companies and the determination to make a difference. This has, in turn, helped me learn more and to write more, providing me the energy to spend over twenty five hours a week besides a demanding full-time engineering job.

I would like to thank my friends and readers for their continued support. I am also most grateful to Ms.Sramana Mitra, who has been instrumental in giving me a wider exposure through her blog. My guest authorship on her website has motivated me to research thoroughly and to present logical and lucid analysis/opinions. Besides, I have gained a lot from Ms.Mitra's mentorship. I think that the quality of my articles has certainly improved since my association with her. In fact, one of the blog highlights for 2007 was my well-critiqued Qualcomm series on her site. I am also learning from her ability to identify problems and her clarity of thought.

Over the next year, I am hoping to make a bigger impact covering a wider portfolio of companies and more industry trends. Shortly, I will be doing a valuation series on Broadcom on Ms.Mitra's site and also take a deeper look at the convergence devices market. My goal is also to reach a wider audience and to impact more people through my writings. I hope to have your continued support as I seek to expand this passionate endeavor of mine over my next 100 postings.