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- 11 Things Satyam Needs to Do to Survive
- Bapcha's Stocks submits: Since the decimation of Satyam Computers SAY is now complete, it is game over for SAY stockholders. Or is it? When it applies to asset preservation, the company has been quite slow to act. All of the former promoters/board members are gone, and for someone in the...
- External links 2009-01-14
- Reasons Abound to Like Intuitive Surgeries
- Bapcha's Stocks submits: When Intuitive Surgical ISRG traded at a PS of 10 and a P/E of 75, I opined that ISRG is worth a look if the P/E drops to below 25. Much like Cisco’s CSCO fall from grace that was brief, back in 1994, CSCO went up...
- External links 2009-01-29
- EMC: A Better Way to Own VMware
- Bapcha's Stocks submits: What was cutting-edge back in the 1970s - 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...
- External links 2009-04-23
- Intuitive Surgical's Investor Day: Color Me Impressed
- Bapcha's Stocks submits: I will not rehash any of the financial information that anyone can find at the [[ISRG]] website or at the SEC database. This article’s focus is my take on ISRG’s management, their tools, technology, and the chances that anyone else can beat them. Read on... ...
- External links 2009-04-23
- Nvidia's Analyst Day - Nothing We Didn't Expect
- Bapcha's Stocks submits: As a partner of [company name deleted - as it was recently formed], I attended the Analysts’ Day at nVidia NVDA on June 16, 2009. Highlights: 1. nVidia is convinced that the future belongs to a new architecture in which both a CPU and a...
- External links 2009-06-17
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