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    This is a Tracking Account  |  Tracked since 08/04/2008  [?]     SocialPicks is not affiliated with Bapcha's Stocks
This is a partial compilation of Bapcha's Stocks's posts and is not meant as a complete representation of the blogger's performance.


 Last Activity: Added MXIM to bullish list on 08/13/08 

Current Stock List:
Symbol SP Sentiment Rating Return Since
MXIM Positive -20.90% 08/13/08
LLTC Positive -20.53% 08/13/08
ALTR Positive -13.44% 08/11/08
SPWRA Negative +71.36% 08/03/08




Blog Posts

CRUS   NVDA   Nvidia: Why I Refuse to Believe the Worst Is Over 08/13/08   —  There have been a lot of road-kills in the graphics business [Chips & Technologies, S3, Cirrus Logic (CRUS) , Tseng Labs come to mind], which is always cyclical, and "owned" by a player or two. For now, nVidia (NVDA) is one of the big two, and will continue to be - till the next major breakthroug...
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ALTR   Graphic_rating_buy LLTC   Linear Technology, Maxim Integrated: The Other Lucrative Niche in Semiconductors 08/13/08   —  Since I wrote the Altera (ALTR) vs. Xilinx (XLNX) article, I have had multiple requests asking me what the other niche in semiconductors is - that has generated gross margins in excess of 60%...... the answer - Analog/Mixed Signal chips. Devices that perform functions like analog to digital and digit...
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CY   ATML   Xilinx vs. Altera: Which Is the Real Growth Stock? 08/11/08   —  In the semiconductor business, there are two niches that have had gross margins in excess of 60%. One of them is programmable logic. I worked for ten years in companies that wanted to emulate the success of Xilinx (XLNX) and Altera (ALTR). It took me ten years [and a $35 million dollar judgment again...
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Graphic_rating_sell SPWRA   SunPower Is a Semi - It Deserves to Be Valued Like One 08/03/08   —  SunPower (SPWR) is on a roll. Revenues for Q2-2008 were $383 Million - up 120% yoy. Guidance for 2009 was excellent, I think that SPWR's management is excellent, and their products are the best in the industry. Until someone comes up with a cheap multi-junction solar cell, SPWR will be the top dog fo...
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ROCK-STAR INVESTORS
Rank Name Sharpe Ratio Avg Return Followers
1 noshoes 21.10 +34.25% 377
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