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Ashraf Eassa

 
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  • Intel: Something You Need To Know
    Thu, Mar. 20 INTC 28 Comments

    Summary

    • Despite an announcement of job cuts, Intel continues to aggressively hire top technical talent.
    • In particular, Intel appears to be beefing up its custom foundry, software, and connectivity groups.
    • Any fears that Intel is "cutting to the bone" are unfounded.
  • Intel: Justifying A $33 Price Target
    Tue, Mar. 18 AMD, INTC 58 Comments

    Summary

    • The bulk of Intel's revenues are tied to the declining PC market.
    • Assuming that Intel can grow its tablet market share significantly, it can offset the decline.
    • This will allow the smartphone, data-center, foundry, and software opportunities to be incremental opportunities to today's revenue base.
  • Intel: 14 Nanometer Production Looks Like A Go
    Sun, Mar. 16 INTC 38 Comments

    Summary

    • Plenty of evidence now suggests that Intel's 14-nanometer process is in high volume production.
    • The evidence suggests that the higher performance 14-nanometer CPU parts are beginning a full ramp, with tablet products in small volumes.
    • The 14-nanometer mobile ramp should begin at some point over the next three months if it is to meet the release schedule.
  • Sell Intel, Buy Qualcomm?
    Sun, Mar. 16 INTC, QCOM 36 Comments

    Summary

    • Some have suggested that investors sell Intel and buy Qualcomm.
    • Qualcomm continues to grow at a rapid clip while Intel has yet to prove that it can grow revenues from here.
    • Should Intel investors trade-up for some Qualcomm?
  • Intel Is Late, But It Didn't Miss Mobile
    Thu, Mar. 13 INTC 70 Comments

    Summary

    • While many claim that Intel has missed mobile for good, I disagree.
    • In particular, the market is currently in desperate need for a strong #2 player to Qualcomm.
    • Intel is the best candidate for that #2 long-term.
  • Intel's Brilliant Leverage
    Wed, Mar. 12 INTC 22 Comments

    Summary

    • Intel's data-center group benefits heavily from investment in the PC Client Group.
    • It is my belief that the data-center group would see an operating margin drop from 47% to 30-35% if it were a standalone entity.
    • This leverage illustrates the importance of PC Client Group, and why a valuation based solely on DCG is ill-advised.
  • Intel: It's Not That Easy
    Mon, Mar. 10 INTC 36 Comments

    Summary

    • Investors appear perplexed about my stance on Intel.
    • While the company has a lot of fundamental long-term positives, it has translated poorly into shareholder value.
    • With better mobile execution and a recovery in PCs, the stock is materially undervalued, but the latter is hardly a guarantee.
  • Intel An Embarrassment? No.
    Fri, Mar. 7 QCOM, INTC 78 Comments

    Summary

    • Intel has been accused of being an embarrassment by noted columnist, Rocco Pendola.
    • While mobile execution not great, the article claims Intel's brand is worthless.
    • This assertion is flat-out wrong.
  • Apple A7 And Intel: Does 64-Bit Make A Difference?
    Sun, Mar. 2 AAPL, INTC 81 Comments
  • Intel: The Real 'Problem' With Bay Trail
    Sat, Mar. 1 INTC 55 Comments
  • Apple Outguns Intel
    Thu, Feb. 27 INTC, AAPL 251 Comments
  • Intel Owes Its Shareholders An Explanation
    Wed, Feb. 26 INTC 97 Comments
  • Intel's New Mobile Processors Revealed
    Mon, Feb. 24 INTC 115 Comments
  • Will Intel Fail Apple?
    Mon, Feb. 17 AAPL, INTC 76 Comments
  • Intel: Broxton Performance Revealed?
    Mon, Feb. 17 IGNMF, NVDA, PROJ 28 Comments
  • Intel: The Truth Behind The Rumor
    Thu, Feb. 13 INTC 71 Comments
  • Intel: Is This Rumor True?
    Wed, Feb. 12 ARMH, TSM, INTC 105 Comments
  • Intel's ARM Problem Intensifies
    Tue, Feb. 11 ARMH, IGNMF, INTC 76 Comments
  • Does Intel's New CEO Have What It Takes?
    Fri, Feb. 7 INTC 79 Comments
  • Intel: Where's Our 'Shareholder Value'?
    Thu, Feb. 6 INTC 99 Comments
  • Intel: The Next Quarter Will Be Rough
    Mon, Feb. 3 BRCM, NVDA, QCOM 60 Comments
  • Intel And Taiwan Semiconductor Have Very Different Definitions
    Sat, Jan. 25 TSM, INTC 106 Comments
  • Intel: Don't Believe The Lies
    Fri, Jan. 24 INTC 72 Comments
  • Intel's Dividend Disappointment: Don't Panic
    Thu, Jan. 23 INTC 35 Comments
  • Apple Saves Intel's Mobile Strategy
    Thu, Jan. 23 GOOG, INTC 42 Comments
  • Intel's Layoffs: Relax!
    Tue, Jan. 21 INTC 26 Comments
  • Intel: It Was Never About ARM
    Tue, Jan. 21 ARMH, INTC 38 Comments
  • Intel Loses The Galaxy Tab (Part II)
    Tue, Jan. 21 SSNLF, INTC 34 Comments
  • Intel's Time Is Running Out
    Fri, Jan. 17 AMD, INTC 153 Comments
  • Intel's Real Competitor Isn't Qualcomm; It's Samsung
    Tue, Jan. 14 SSNLF, INTC 45 Comments
  • Intel's Moorefield Could Be A Real Winner
    Mon, Jan. 13 QCOM, INTC 38 Comments
  • Intel: Dispelling A Myth
    Sun, Jan. 12 AMD, ARMH, INTC 63 Comments
More on INTC by Ashraf Eassa