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

Archive for September, 2008

ICICI Bank, India. – by Guest Columnist – V. Srinath

Srinath Vasan is a leading analyst at an asset management company in India, and specializes in Banking Stocks. His commentary and conclusions are rooted in his extensive knowledge of accounting practices (and accounting shenanigans), coupled with fundamental analysis and a good dose of common-sense. ICICI bank (NYSE: IBN), (Bombay: 532174.BO). This is a very interesting case ...

Risk Management Group – how good are they ?

Since I wrote about Glass-Steagall, CDS’s [Credit Default Swaps], Blythe Masters and the Gramm-Leach-Bliley act in an older article, I had to reply to several private e-mails on how stupid the pricing of CDS’s were. Now, most CDS’s are priced and transacted in an unregulated environment. In fact, most of the larger investment banks used ...

Why a hostile takeover of SanDisk is impossible.

09.16.2008 · Posted in Eli Harari, iPod, Microsoft, MSFT, Samsung, SanDisk, Sansa, SNDK

I was talking to a couple of people I know, and e-mailing a few more regarding Samsung’s $26/share offer for SanDisk – and SNDK’s prompt rejection of the [as it is now] – friendly overture from Samsung. So, the question was – is a hostile takeover is SNDK possible at all? For starters, Eli Harari ...

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 ...

ARMH vs. INTC vs. MIPS

09.03.2008 · Posted in Uncategorized

After selling their X-Scale processor division to Marvell, Intel still seems interested in the smart-phone, MID market – which they hope to conquer  using their Atom series of processors.  While these compare favourably in computing power with say the TI OMAP 3440, I think that INTC once again has fallen into the legacy trap. The ...