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

RIMM – the cheapest growth stock ?

Research In Motion RIMM, the manufacturer of the (Bl/Cr)ack-berry turned in some exemplary numbers. For the three months ended Aug 30, 2008 (RIM’s Q2, 2009), revenue was $2.58 billion, up 15% from $2.24 billion in the previous quarter and up 88% from $1.37 billion in the same quarter of last year. The revenue breakdown for ...

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 ...

My take on the banking crisis – if Glass-Steagall was the law today.

Many prominent economists [mostly the ones who want to be considered for political appointments] have gone on record in recent weeks – saying that if Glass-Steagall was law today, the banking crisis would never have occurred. Glass-Steagall [G-S] a.k.a The Banking Act of 1935 [passed in 1933] was the law that created the FDIC and separated ...