Bapcha's Stocks. The best insights into Silicon Valley & bio/pharma stocks, companies and their management.

Archive for the ‘ARMH’ Category

Apple/WalMart deal – aimed at the G1-Phone/Android!

12.09.2008 · Posted in Android, Apple, ARM, ARMH, Blackberry, G1-Phone, GOOG, Google, iPhone, iPod, iPod Touch, Linux, RIMM, T-Mobile, WalMart, WMT

Recently, Apple did not announce that they would be selling their iPhone at WalMart. In fact, the San Jose Mercury news said that a $99 4-GB version would be sold at the #1 retailer – before Christmas; and the leading rumor site for all things Apple countered with “only the $198 8-GB version will be available at ...

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Semiconductor stocks worth buying.

11.04.2008 · Posted in AMD, ARMH, Eli Harari, Flash, INTC, Jen-Hsun Huang., LLTC, LSCC, MXIM, NAND, NAND Flash, NOR FLash, Samsung, SanDisk, SNDK, SONOS, SPSN, SSTI, Uncategorized

Q: When is it the correct time to buy into a cyclical stock/company/industry ? A: The correct time to nibble is when the leading company is losing money – while the second and third tier companies have NO pricing power.  The clear time to buy more is when pricing power returns to the industry – ...

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