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

ISRG – irrational exuberance ?

Here’s a quiz question – anyone remembers the day when Greenspan said the magic words “Irrational Exuberance” ? Answer: The day was December 5th 1996. Yes it was almost a dozen years ago….. Back to ISRG – a very well run company, and local [off Kifer in Sunnyvale]. Nice profit margins, explosive growth, etc. etc. ...

Google and MSFT kill the market…..

07.18.2008 · Posted in GOOG.Google

Google failed to please the market with a mere 30% increase in earnings. All said, GOOG’s revenues actually came in a dollar below analyst guesstimates, and the stock tanked 10% in the aftermath of the report. This economic downturn will be GOOG’s first test – for the so far untouchable Larry and Sergei, this will ...

Euphoric Day in the market today.

07.16.2008 · Posted in Uncategorized

July 16th 2008 will go down in history as one of the best day ever for bank stocks. Wells Fargo did well – though there were some troubling details in the earnings report – like WFC will deem an account delinquent if it is more than 180 days past due [as opposed to 120 that ...

Effect of the Medicare Modernization act on Healthcare and allied companies.

06.12.2005 · Posted in Uncategorized

The Healthcare Services sector can be subdivided into these sub-groups: Software: IDX Systems Corp., Cerner Corp., Eclipsys Corp., McKesson Corp. Distribution: AmerisourceBergen Inc., Cardinal Health Inc., Fisher Scientific, Henry Schien Inc., McKesson Corp., Owens and Minor Inc., Priority Healthcare Inc. Pharmacy Benefits Managers [PBM-s]: Caremark RX Inc., Medco Health Systems Inc., and Express Scripts [large ...

Sun Microsystems.

04.25.2005 · Posted in Uncategorized

Sun Microsystems – an Rx for survival. April 25, 2005. In the heady days of the dot-com boom, Sun proclaimed that they were the “dot” in the dot-com. I used to quip “they’d better want to be the com in the dot-com”. Jokes in which Scott McNealy was compared to god were not uncommon, Indian ...

SanDisk.

04.21.2005 · Posted in Uncategorized

Qualitative: The global market for semiconductors is around $260 Billion annually. In this market, memory chips account for about $40 Billion a year. The fastest growing segment of the memory market is non-volatile storage or flash chips. These are chips that retain the data stored in them even if the batteries are turned off. Of ...