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Ashraf Eassa

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  • Intel Just Flashed A Bullish Move [View article]
    *slowly backs away*

    Yep, sure, whatever you say...
    Apr 23 01:28 PM | 1 Like Like |Link to Comment
  • Why Intel's Stock Is A Long-Term Investment Opportunity Right Now [View article]
    Servers.
    Apr 23 01:43 AM | 6 Likes Like |Link to Comment
  • Position Sizing And Averaging Down [View instapost]
    That's a pretty restrictive view. I've bought stock where I knew what it was...I'm buying because I intend to flip it for 10-15% over a fairly short timespan. That's not how I do all of my investing, but I've made a lot of money that way.
    Apr 22 11:19 PM | Likes Like |Link to Comment
  • Why Intel's Stock Is A Long-Term Investment Opportunity Right Now [View article]
    Intel is really a poor dividend growth pick.
    Apr 22 10:59 PM | Likes Like |Link to Comment
  • Position Sizing And Averaging Down [View instapost]
    Great stuff.
    Apr 22 10:53 PM | 2 Likes Like |Link to Comment
  • Why Intel's Stock Is A Long-Term Investment Opportunity Right Now [View article]
    LOL, what fantasy world do you live in?

    AMD's PC chip sales declined dramatically Y/Y, while Intel's unit volumes were UP Y/Y.

    Keep spinning, though ;-)
    Apr 22 10:45 PM | 11 Likes Like |Link to Comment
  • SkyWest - A Broken Business Provides A Short Opportunity Ahead Of Earnings In May [View article]
    Some advice...unless you think a company's prospects will never turn (i.e. short to $0), a short sale should never be thought of as a long term investment ;-)
    Apr 22 10:43 PM | Likes Like |Link to Comment
  • Sell Texas Instruments Ahead Of Earnings [View article]
    Intel, NVIDIA, Broadcom, and Qualcomm don't really compete with TXN. TXN is an analog chip company, no longer involved in mobile apps processors ;-)
    Apr 22 06:55 PM | 2 Likes Like |Link to Comment
  • Intel Just Flashed A Bullish Move [View article]
    Oh dear...

    A company generating ~$10B/year in net income is worth no more than "book value"?
    Apr 22 12:29 PM | 3 Likes Like |Link to Comment
  • Sell ARM As CEO's Departure Signals The Top [View article]
    Congratulations then :-)
    Apr 22 11:22 AM | Likes Like |Link to Comment
  • Intel And TSMC: The Unwinnable Struggle [View article]
    Cincinnatus,

    I'm going to be speaking with TSMC next week. Should have more answers soon.
    Apr 21 05:01 PM | Likes Like |Link to Comment
  • Intel And TSMC: The Unwinnable Struggle [View article]
    But TSMC is dead, though, right? They'll never ship 20nm, the struggle is unwinanble, etc.
    Apr 21 10:59 AM | Likes Like |Link to Comment
  • Google, Amazon May Join Xiaomi, Micromax In Leading Smartphone Prices To The Basement [View article]
    @ MB

    Comparing BBRY and AAPL is interesting but ultimately not that useful. BBRY didn't have the ecosystem that Apple has, the brand equity that Apple has, and it didn't act as such a magnet for the best and the brightest like Apple does.

    Also, the one out of six smartphone argument is again misleading because the low end of the market grew substantially and even Apple has grown volumes to new records. So, it's not as though Apple is losing share by losing units...it's just not participating in the low end of the market (and the big phones, but this will be remedied).
    Apr 21 09:58 AM | 2 Likes Like |Link to Comment
  • Sell ARM As CEO's Departure Signals The Top [View article]
    Yep, guess I got it wrong. Guess you've never gotten one wrong, eh? ;-)
    Apr 21 09:47 AM | Likes Like |Link to Comment
  • Google, Amazon May Join Xiaomi, Micromax In Leading Smartphone Prices To The Basement [View article]
    @ Michael

    I believe you are making some rather hyperbolic statements here. Apple is still the #2 smartphone vendor by volume shipped and the #1 vendor by profitability and likely revenue generated from smartphones.

    If they're doing this "badly" with the products "nobody" wants to buy, then it's going to be glorious to see how they do when they release the larger iPhone ;-)

    (disclosure: no position in the company)
    Apr 20 11:49 PM | 2 Likes Like |Link to Comment
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