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

Archive for the ‘Intel’ Category

Love virtualization/cloud computing ? Buy this SAN company’s stock instead!

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 ...

Five issues that will survive the semiconductor industry’s nuclear winter – Part-II.

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 ...

Five issues that will survive the semiconductor industry’s nuclear winter – Part-I.

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 ...

nVidia revisited.

09.15.2008 · Posted in AMD, ATI, GPU, INTC, Intel, NVDA, nVidia, Stream Computing, Uncategorized

A little over a month ago, I wrote that the worst was not yet behind nVidia. UBS was second in line, and they based their decision on competition and growth worries. My basis for the need to hold-off on NVDA’s stock was based on both research and intuition. For starters, they had a manufacturing issue that cost ...

Is Apple losing its mojo?

09.11.2008 · Posted in AAPL, Apple, INTC, Intel, iPhone, iPod, iPod Touch, Mac, Macintosh, Microsoft, MOT, MSFT

Back in October of 2001, Apple introduced the first iPod.   Apple’s press release read – an “Ultra-Portable MP3 Music Player Puts 1,000 Songs in Your Pocket”. Priced at $399 a pop and aided by really slick advertising, it was an instant hit – that put Apple on the fast track – from a company ...

The flash market.

07.28.2008 · Posted in Craig Barrett., Intel, Paul Ottellini, SanDisk

Everybody is buying flash – but as usual, the manufacturers got too greedy and built too many NAND-capable Fabs. Even Intel got into the business with an inferior partner in order to get a piece of the action. The best thing that Andy Grove did for Intel was to get them out of the memory ...