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

The absolute minimum that SAY needs to do – to survive.

Since the decimation of Satyam Computers is now complete, it is game over for SAY stockholders. Or is it? When it applies to asset preservation, the company has been quite slow to act. My proposal to save what is left of SAY has eleven steps. The first of which is the appointment of ...

The best unknown biotech in the world. Bar none.

The best biotech stock in the world - unknown to US analysts is a Swiss Biotech with three products and over a billion in revenue. With enviable gross margins, and absolutely no coverage in the US [except for coverage by Bapcha Murty's eponymous stock research firm], this could be an excellent addition to the ...

The four best semiconductor stocks for 2009.

The semiconductor industry has been in the dumps for eighteen months now, with another six months to go - before exhibiting any signs of recovery. Yet, there are cash rich companies whose equities will do well through the course of 2009. ...

The resurrection of the big three automakers [is it for real ?].

The US’s car companies – GM, Ford and Chrysler have been in trouble before. Notably Chrysler – back in the early 1980′s when they got a whopping $1.5 Billion dollar loan [Chrysler got the loan approved in 1979, and financed in early 1980] – and appointed Lee Iacocca as the Chairman/spokesman. Chrysler paid off the ...

Apple/WalMart deal – aimed at the G1-Phone/Android!

Recently, Apple did not announce that they would be selling their iPhone at WalMart. In fact, the San Jose Mercury news said that a $99 4-GB version would be sold at the #1 retailer – before Christmas; and the leading rumor site for all things Apple countered with “only the $198 8-GB version will be available at ...

Atmel’s most valuable business unit.

I worked in Atmel from 1994 to 1998 – in their [now merged into ASIC] Programmable Logic Group.  George Perlegos was the CEO and most of the people at Atmel loved him – since he had founded the company in 1984 – with no venture funding in the early days [he/Atmel did get venture funding ...

Some Financial Humor.

12.04.2008 · Posted in Financial Humor, Funny, GM, Humor, Jokes, Uncategorized, Yahoo, YHOO

With the meltdown on Dalal Street [the Mumbai Stock Exchange], it’s important for even ordinary citizens to understand the terminology bankers and brokers use. Here’s a start. CEO — Chief Embezzlement Officer CFO — Corporate Fraud Officer BULL MARKET — A random market movement causing an investor to mistake himself for a financial genius. BEAR ...