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Ashraf Eassa  

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  • AMD: Rock-Bottom Margins Are Preferable To Dying From Declining Sales Of Traditional PCs [View article]
    Uh, less talent to fund future products and to sell said products?

    --AE
    May 1, 2015. 09:05 AM | 2 Likes Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    Bruce

    Cherry Trail won't fit into a phone....

    --AE
    Apr 30, 2015. 01:19 AM | Likes Like |Link to Comment
  • The Intel Compute Stick Is A Smart Buy [View article]
    Bruce

    You're welcome.

    15 million phones...that's like 1% market share. If SoFIA LTE 2/SoFIA MID/Broxton are competitive, then 50 million seems like a reasonable goal for 2016.

    We'll see, though.

    --AE
    Apr 28, 2015. 10:25 AM | Likes Like |Link to Comment
  • The Intel Compute Stick Is A Smart Buy [View article]
    Bruce

    Lenovo K80 is not SoFIA; it's Moorefield.

    --AE
    Apr 28, 2015. 07:16 AM | Likes Like |Link to Comment
  • The Intel Compute Stick Is A Smart Buy [View article]
    Bruce

    The phone uses Moorefield, which is one of the 22nm SoCs that Intel provided contra-revenue payments for.

    --AE
    Apr 27, 2015. 09:25 PM | Likes Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    Hi Bruce,

    You're very welcome. Appreciate the kind words!

    --AE
    Apr 27, 2015. 11:10 AM | 1 Like Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    Bruce

    I'm definitely impressed with the execution on Intel's part in DCG. Their product portfolio is broad and deep, and the division executes like clockwork. As an Intel investor, I have zero concerns with how the company is running that particular business.

    --AE
    Apr 26, 2015. 12:05 PM | 2 Likes Like |Link to Comment
  • The Intel Compute Stick Is A Smart Buy [View article]
    ...or the chip could require contra-revenue, meaning it actually contributes to the problem?

    --AE
    Apr 26, 2015. 07:10 AM | 5 Likes Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    oak8292

    I don't buy the claim of 60-70% yields on 7420 for one second.

    --AE
    Apr 24, 2015. 12:27 PM | 1 Like Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    Bruce

    DigiTimes probably obtained road maps from some of the Taiwan-based system vendors. Remember that many of the PC makers are based in Taiwan and those PC makers are informed of Intel's plans well in advance.

    I'd say DigiTimes is legit; they often get it right.

    --AE
    Apr 24, 2015. 11:01 AM | Likes Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    Bruce

    Core M is basically the same exact silicon die as the 2+2 Core i-series U parts in a smaller package.

    --AE
    Apr 24, 2015. 10:59 AM | 1 Like Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    SoFIA LTE is TSMC 28nm. SoFIA LTE 2 is the first 14nm integrated AP + modem built in Intel's fabs, and that doesn't come until Q2 2016.

    --AE
    Apr 23, 2015. 01:05 PM | Likes Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    SoFIA LTE 2, built on 14nm, is expected to come in "Q2 2016" per DigiTimes. SoFIA MID is apparently scheduled for August 2016.

    http://bit.ly/1K9fqrB

    --AE
    Apr 23, 2015. 11:11 AM | 1 Like Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    "It seems to me that when FinFETs came out Intel did not have a focus on mobile (I agree they should have) and the currant Intel does have a focus on mobile. For example the first uses for 14nm (second generation finFET) was Core M, the most mobile chip Intel produced at the time. Given Intel's current focus on mobile, maybe the first chip produced using 10nm will be a smartphone chip?"

    Oh, Intel had a focus in mobile at 22nm. They just executed really, really badly.

    I also doubt their first 10nm part will be a phone chip; Intel's biggest and most profitable business is PCs; that's where you'll see the first 10nm chips.

    --AE
    Apr 23, 2015. 10:45 AM | 1 Like Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    Nope, it's because Samsung dropped Qualcomm's chips for Samsung chips.

    --AE
    Apr 23, 2015. 07:00 AM | 1 Like Like |Link to Comment
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