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I will be listed as a Fundamental Analyst on http://www.stockblogs.com in the near future. Bapcha ...
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…..
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.
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.
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.
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.
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 ...