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

Posts Tagged ‘MSFT’

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 ...

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 ...

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 ...

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, ...