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

Posts Tagged ‘Cisco’

Love virtualization/cloud computing ? Buy this SAN company’s stock instead!

What was cutting-edge back in the 1970's - in the days of mainframe computers and centralized computing is new again. I am talking about virtualization. The current version of virtualization is significantly different in that the computing equipment need not necessarily be centralized. In fact, in its current iteration, distributed "clouds" of computers can be ...

The next ISRG.

Everyone wants to find the next Cisco, the next Microsoft, the next ISRG. ISRG has carved out a niche in the prostate surgery market – with the key buzzwords being POTENCY and CONTINENCE – enough to scare any self-respecting man to cower at the thought of near-castration [yeah, that includes me]. Forget the robotic arms, ...