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

Archive for April, 2005

Sun Microsystems.

04.25.2005 · Posted in Uncategorized

Sun Microsystems – an Rx for survival. April 25, 2005. In the heady days of the dot-com boom, Sun proclaimed that they were the “dot” in the dot-com. I used to quip “they’d better want to be the com in the dot-com”. Jokes in which Scott McNealy was compared to god were not uncommon, Indian ...


04.21.2005 · Posted in Uncategorized

Qualitative: The global market for semiconductors is around $260 Billion annually. In this market, memory chips account for about $40 Billion a year. The fastest growing segment of the memory market is non-volatile storage or flash chips. These are chips that retain the data stored in them even if the batteries are turned off. Of ...