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

Archive for February, 2009

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 ...

TARP – my way. Reinstate Glass-Steagall.

The Gramm-Leach-Bliley [GLB] act repealed Glass-Steagall [G-S] - which was the law of the land here in the USA from 1933 to 1999.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 ...