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

The next ISRG ?

Intuitive Surgicals needs no introduction. The company’s daVinci surgical robot is allowing the company to grow at a heady rate, and added to this, ISRG makes a gamut of disposable tools [which serve as the "working end" of the robotic arm used in surgery] which need to be “renewed” for every surgery. The tools provide ...

The other lucrative niche in semiconductors.

Since I wrote the Altera vs. Xilinx article, I have had multiple requests asking me what the other niche in semiconductors is -that has generated gross margins in excess of 60%…… the answer – Analog/Mixed Signal chips. Devices that perform functions like analog to digital and digital to analog conversion, power supply regulation, DC to ...

Altera vs. Xilinx. Who is better ?

08.10.2008 · Posted in ACTL., Altera, ALTR, AMD, CY, INTC, LSCC, MOT, QUIK, T, Xilinx, XLNX

In the semiconductor business, there are two niches that have had gross margins in excess of 60%. One of them is programmable logic. I worked for ten years in companies that wanted to emulate the success of Xilinx and Altera. It took me ten years [and a $35 million dollar judgement against my last Programmable ...

Amgen needs to start paying a dividend.

08.06.2008 · Posted in Amgen, AMGN, AVE, DNA, Enbrel., EPO, Epogen, JNJ, Johnson and Johnson, Neupo, Neupogen, NVS, WYE

Amgen thinks that it is a scrappy little biotech. They sure are a biotech company, maybe even a little scrappy, but definitely not little. In fact, their growth numbers look anemic [they need a shot of EPO ]. Amgen was a duopoly for fifteen years – during this period, they sold two drugs – Epoetin ...

The most brilliant marketing pitch by a company – bar none.

08.05.2008 · Posted in Intuitive Surgicals., ISRG, US Surgicals.

Intuitive Surgicals [ISRG] is a company that I have a deep amount of respect for. Much like US Surgicals – that revolutionized minimally invasive surgery [MIS] in the 1990′s, ISRG is definitely revolutionary. It is the first robotic surgical instrument with “wrists” and hence a surgeon can – after a years’ training, perform surgeries which ...

Nortel Networks – a history of failure.

Today’s [Monday, August 4, 2008] LEX column in the Financial TImes recommended that investors get their feet wet w.r.t NT. I respect the Lex authors a great deal, and their analysis is always based on thorough and excellent research, and often have insights that baffle me, and has me nodding in agreement. But this time ...