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

Archive for April, 2009

My day at Intuitive Surgicals – April 22, 2009.

Today - April 22nd 2009 was Intuitive Surgicals' investors' day. Apart from a rehash of numbers from Q1 2009, and a predictable slate of votes, there was much to be impressed, and I learned a lot more than I thought I would from the meeting. My notes outline my impression of ISRG's products and ...

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 ...