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Ashraf Eassa

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  • AMD Looks Finished [View article]

    No. If Intel wanted to give AMD a lifeline, it wouldn't have released Bay Trail-M and D.

    Oct 2 02:03 AM | Likes Like |Link to Comment
  • AMD Looks Finished [View article]

    ARM is already moving into "PCs" -- just broaden the definition of PCs :)

    Tablets are legitimate computing devices, and I think it's probably best to look at the industry the same way Intel looks at it for internal market share purposes (at least according to statements made by management at investor meeting and other conferences): Desktops + Laptops + Tablets are all just different form-factor compute devices.

    Also I argue that ARM ISA has an effective monopoly in the smartphone space; X86 and MIPS are being pushed here but X86 is pretty much nowhere in smartphones and so is MIPS.

    Oct 1 11:58 AM | Likes Like |Link to Comment
  • AMD Looks Finished [View article]
    I think it all hinges on this earnings report.

    We'll see how AMD guides for Q4. Wall Street is now looking for a 6.2% y/y decline (per Y! Finance:

    If AMD misses *that* low bar, then say hello to the $2's. If it can jump over it, then the stock could start behaving better.

    Oct 1 10:05 AM | 2 Likes Like |Link to Comment
  • AMD Looks Finished [View article]

    Doesn't really matter...X86 isn't even the dominant consumer computing ISA anymore. ARM is by a pretty substantial amount. >1 billion smartphones + tablets v.s. maybe 300m PCs.

    AMD will not be saved by virtue of its X86 license. That ship has sailed and, ironically enough by pushing ARM, AMD is helping to devalue that X86 "trump card" with all of its ARM-related announcements.

    Oct 1 10:03 AM | 1 Like Like |Link to Comment
  • Intel Processors Will Make Waves In Mobile [View article]

    The iPhone 6 uses a 20nm apps processor, 28nm HPm baseband (MDM9625M).

    Oct 1 09:15 AM | 1 Like Like |Link to Comment
  • AMD Looks Finished [View article]

    If that were actually the case, I'd bet pretty heavily on an AMD bankruptcy. AMD doesn't have the R&D might to develop a CPU core that can rival Intel's big core offerings.

    Even if AMD were to do so, it's so far behind on the rest of the platform, and in terms of brand recognition, let alone cost structure, that it'd probably still fail to grab meaningful PC share.

    AMD needs to step out of Intel's way. Either it needs to become a general purpose SoC integrator for hire, or it needs to compete with NVIDIA more aggressively. Going after everybody seems like a recipe for mediocrity.

    On an unrelated note, the stock has gotten absolutely pummeled ahead of earnings which is a pretty interesting change from the typical post-earnings run-up.

    Oct 1 03:12 AM | 1 Like Like |Link to Comment
  • AMD Looks Finished [View article]
    @ Ben

    I'm not really sure. The design is done, and TSMC/GloFo is producing the chips, so I'd imagine AMD folding would only really impact future shrinks of the chip (and I bet there's a lot of stuff in those contracts that guard against an AMD implosion).

    I don't think the X86 license is transferrable; if AMD goes bust and somebody else picks up the remnants, I think Intel and the new owner of the AMD assets would need to renegotiate.

    Nevertheless, I think an AMD bankruptcy, should it happen, probably wouldn't be for another couple of years at least. I also think there's enough value in the IP here that AMD could, if it needed to, spin off/sell the GPU division to raise cash to support the semicustom/PC chip efforts.

    To support PC chips, AMD could continue developing CPU cores and the attendant SoCs and would just license GPU IP from elsewhere (i.e. ARM/ImgTec).

    I do think though that the GPU biz is more valuable than the CPU biz, so I could see AMD laying off most of its CPU design engineers and licensing off the shelf IP to integrate if it absolutely needed to.

    This isn't really a business I want to own. Its best chance is a cash infusion or an outright Sun Microsystems-like acquisition. I think that people expecting AMD to organically conjure up an Intel-killer CPU core are engaging in wishful thinking at best.

    Oct 1 01:45 AM | 2 Likes Like |Link to Comment
  • TSMC launches low-power IoT/wearable chip processes [View news story]
    AMD is literally irrelevant to this discussion, particularly as management is likely trying to shift as much volume to GloFo to make sure it hits those annual wafer purchase requirements.

    Sep 30 11:21 PM | Likes Like |Link to Comment
  • Intel Plots Its Move Into Smartphone Market [View article]
    ElishaMemoryVentures speaks the truth. Intel builds a lot of chips externallyh, including Ethernet controllers, Wi-Fi chips, cellular modems, and network switches.

    It's usually stuff that doesn't need bleeding edge processes.

    Sep 30 11:20 PM | 1 Like Like |Link to Comment
  • Intel Processors Will Make Waves In Mobile [View article]
    @ David

    "In production"?

    No. TSMC and HiSilicon "delivered a fully functional" chip. This isn't necessarily (and unlikely to be) "production."

    Sep 30 10:35 PM | 4 Likes Like |Link to Comment
  • TSMC launches low-power IoT/wearable chip processes [View news story]
    The odds that Apple would ever let them disclose that are very low :P
    Sep 30 08:57 PM | Likes Like |Link to Comment
  • Microsoft unveils Windows 10, tries to woo enterprises [View news story]
    Looks much better than Windows 8.1.

    My desktop may finally get an OS upgrade.

    Sep 30 02:50 PM | 3 Likes Like |Link to Comment
  • GoPro, Ambarella rally after 3 new cameras launched [View news story]
    I think what's going on here is a massive short squeeze in response to pretty flimsy news.

    There will probably be money to be made short here, but a lot of people bet short too early (admittedly if my broker had shares available when I tried to short, I'd be sitting on a pretty sizable loss).

    Will be watching this one closely.

    Sep 29 08:15 PM | 1 Like Like |Link to Comment
  • Intel gains on BofA target hike, PC optimism; AMD also up [View news story]
    I am routinely shocked at how AMD almost always rallies with Intel when good PC news comes in.

    Much of Intel's consumer PC unit stabilization has been due to share gains at the low end of the market with Bay Trail-M/D.

    AMD also has very little presence in the business/enterprise portion of the PC market.

    Sep 29 04:19 PM | 5 Likes Like |Link to Comment
  • Strategically Where Is Qualcomm Headed? [View article]
    No mention of QTL?

    Sep 25 11:29 AM | 1 Like Like |Link to Comment