Among the companies that we looked at in the prior article, many can be eliminated with ease. So, let’s get the job done systematically. a. Applied Materials. With pristine financials and the enviable position as the #1 purveyor of machines that the semiconductor industry needs to make their chips, Applied flies through the initial screen. ...
Semiconductor sales for 2009 will be down anywhere up to 25% from about $250 Billion in 2008, and with sales exceeding 2008 levels only in 2012 or 2013. ASP’s [average selling price] for all memory makers is in the trash, and for high-margin companies like Linear (LLTC), Maxim (MXIM), Analog Devices (ADI); their sales to ...
What was cutting-edge back in the 1970's - in the days of mainframe computers and centralized computing is new again. I am talking about virtualization. The current version of virtualization is significantly different in that the computing equipment need not necessarily be centralized. In fact, in its current iteration, distributed "clouds" of computers can be ...
Madoff hooked a whole bunch of investors. Here, we "categorize" these investors into seven types and highlight what their "investing mistake" was. Hopefully, this piece is both educational and entertaining. ...
Among the companies that we looked at in the prior article, many can be eliminated with ease. So, let's get the job done systematically. The five companies that will survive this down-turn in the semiconductor market, and thrive afterwards, have a few things in common. a. A strong balance sheet, with a large cash position [or ...
Yesterday morning, Gartner and IDC had sobering news for the semiconductor business. Sales will be down anywhere from 15% to 33% from about $250 Billion in 2008, and with sales exceeding 2008 levels only in 2012 or 2013. ASP's [average selling price] for all memory makers is in the trash, and even high margin ...
The Gramm-Leach-Bliley [GLB] act repealed Glass-Steagall [G-S] - which was the law of the land here in the USA from 1933 to 1999. G-S created the FDIC, and prohibited large private banks - whose primary business is the investment business - from receiving deposits from the public. My Rx for America involves a dose of ...
While Intuitive Surgicals was expensive at 10x sales and a PE of 75 - just six months ago, the recent sell-off in the stock has the company at a more reasonable PE of 20, and a PS of 4. With a quarter of its valuation in cash, we discuss the only unlikely scenario in which ...
The Satyam Computer scandal has triggered a bunch of jokes - especially in India. I received this gem by mass e-mail, and I think it is hilarious. The copyright is owned by the person who published it [not me]. ...
The best biotech stock in the world - unknown to US analysts is a Swiss Biotech with three products and over a billion in revenue. With enviable gross margins, and absolutely no coverage in the US [except for coverage by Bapcha Murty's eponymous stock research firm], this could be an excellent addition to the ...